Chuck Akre

Akre Capital Management·quality·Concentrated / activist

AKREX

~13% since 2009

Portfolio value

$6.1B

Positions

Top 5 concentration

57%

New buys this quarter

Track record vs S&P 500

$AKREX · total return since 2009

$10k grew to

$86k

CAGR

14.4%

vs S&P 500

+0.8%/yr

See the full comparison chart

Quarterly activity

What Chuck Akre bought and sold each quarter.

Mar 2026vs Dec 2025

Bought (8)

$CRMNew buy2.5%$NOWNew buy1.9%$PRMNew buy0.1%$ROPAdded+13.8%$CSGPAdded+7.6%$FICOAdded+31.1%$CCCSAdded+26.9%$GSHDAdded+19.5%

Sold (11)

$KMXSold out$DHRSold out$AMTTrimmed-80.1%$ORLYTrimmed-42.2%$ABNBTrimmed-41.4%$VTrimmed-38.8%$BNTrimmed-36.6%$MCOTrimmed-28.2%$MATrimmed-24.1%$KKRUnitTrimmed-17.1%$BRK-BTrimmed-13.1%

Dec 2025vs Sep 2025

Bought (4)

$BNAdded+39.7%$FICOAdded+6.4%$CPRTAdded+85.7%$CCCSAdded+52.7%

Sold (8)

$VRSKSold out$DHRTrimmed-92.1%$AMTTrimmed-42.4%$ORLYTrimmed-22%$MCOTrimmed-18.1%$BRK-BTrimmed-14.9%$VTrimmed-10%$KKRUnitTrimmed-7%

Sep 2025vs Jun 2025

Bought (3)

$FICOAdded+2751.4%$CPRTAdded+253.1%$CCCSAdded+10.2%

Sold (6)

$AMTTrimmed-51.6%$DHRTrimmed-50.7%$ROPTrimmed-19.6%$ORLYTrimmed-8.5%$MCOTrimmed-8.1%$VTrimmed-6.3%

Jun 2025vs Mar 2025

Bought (6)

$CPRTNew buy0.6%$FICONew buy0.2%$ORLYAdded+989.3%$ABNBAdded+19%$CCCSAdded+12%$SOPHAdded+66.2%

Sold (6)

$DBRGSold out$AMTTrimmed-64.7%$KMXTrimmed-26.6%$VRSKTrimmed-14.8%$BRK-BTrimmed-7.8%$MCOTrimmed-5.3%

Mar 2025vs Dec 2024

Bought (2)

$ABNBAdded+10.1%$CCCSAdded+23.5%

Sold (7)

$DBRGTrimmed-78.5%$KMXTrimmed-69.2%$AMTTrimmed-53%$MCOTrimmed-20.9%$KKRUnitTrimmed-14%$VRSKTrimmed-10.3%$MATrimmed-10.1%

Dec 2024vs Sep 2024

Bought (0)

—

Sold (7)

$KMXTrimmed-48.5%$DBRGTrimmed-41.8%$KKRUnitTrimmed-9.7%$AMTTrimmed-9.1%$VRSKTrimmed-8.7%$MCOTrimmed-8.4%$MATrimmed-5.5%

Sep 2024vs Jun 2024

Bought (3)

$ABNBAdded+183.1%$CCCSAdded+36.7%$SOPHAdded+16.5%

Sold (6)

$SBACSold out$DBRGTrimmed-63.9%$KMXTrimmed-39.5%$VRSKTrimmed-23%$MCOTrimmed-20.3%$KKRUnitTrimmed-16.8%

Jun 2024vs Mar 2024

Bought (3)

$ABNBNew buy1.2%$SBACAdded+38.4%$SOPHAdded+567.5%

Sold (19)

$BAMSold out$DLTRSold out$UBERSold out$KMXTrimmed-60.3%$MATrimmed-56.2%$DBRGTrimmed-55.7%$KKRUnitTrimmed-54%$VRSKTrimmed-53.6%$MCOTrimmed-52.6%$BRK-BTrimmed-51.8%$ORLYTrimmed-51.6%$AMTTrimmed-50.5%$DHRTrimmed-50%$ROPTrimmed-50%$VTrimmed-50%$BNTrimmed-48.6%$CCCSTrimmed-44.2%$CSGPTrimmed-39.6%$GSHDTrimmed-24.9%

Quarter-over-quarter change in disclosed positions.

Holdings

Stock	Move	% of portfolio	Reported px	Now	Since report
$MA MASTERCARD INCORPORATED	Trimmed	18.6%	$499.66	$523.20	+4.7%
$BN BROOKFIELD CORP	Trimmed	11.2%	$40.47	$43.09	+6.5%
$KKRUnit KKR & CO L P DEL	Trimmed	10.1%	$92.50	$96.27	+4.1%
$MCO MOODYS CORP	Trimmed	8.9%	$436.25	$487.02	+11.6%
$V VISA INC	Trimmed	8.1%	$302.24	$348.20	+15.2%
$ROP ROPER TECHNOLOGIES INC	Added	7.3%	$353.86	$355.94	+0.6%
$CSGP COSTAR GROUP INC	Added	6.8%	$40.34	$29.19	-27.6%
$FICO FAIR ISAAC CORP	Added	6.3%	$1067.54	$1279.41	+19.8%
$ORLY OREILLY AUTOMOTIVE INC	Trimmed	5.8%	$92.31	$85.12	-7.8%
$CPRT COPART INC	Held	4.3%	$33.20	$28.33	-14.7%
$ABNB AIRBNB INC	Trimmed	4.2%	$126.28	$146.89	+16.3%
$CCCS CCC INTELLIGENT SOLUTIONS HL	Added	3.1%	$6.00	$8.75	+45.8%
$CRM SALESFORCE INC	New buy	2.5%	$186.67	$162.50	-12.9%
$NOW SERVICENOW INC	New buy	1.9%	$104.55	$108.84	+4.1%
$GSHD GOOSEHEAD INS INC	Added	0.3%	$42.66	$52.96	+24.1%
$SOPH SOPHIA GENETICS SA	Held	0.3%	$4.95	$5.82	+17.6%
$AMT AMERICAN TOWER CORP NEW	Trimmed	0.1%	$172.58	$165.00	-4.4%
$PRM PERIMETER SOLUTIONS INC	New buy	0.1%	$24.42	$35.09	+43.7%
$BRK-B BERKSHIRE HATHAWAY INC DEL	Trimmed	0.1%	$479.20	$495.45	+3.4%

Notable sell-outs this quarter: $KMX, $DHR

Source: SEC 13F via FMP · Mar 2026 report · 45-day filing delay. Long equity positions only. Not financial advice.