Chuck Akre

Akre Capital Management·quality·Concentrated / high-conviction

AKREX

~13% since 2009

Portfolio value

$5.0B

Positions

Top 5 concentration

59%

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

+0.4%/yr

See the full comparison chart

Quarterly activity

What Chuck Akre bought and sold each quarter.

Jun 2026vs Mar 2026

Bought (2)

$CSGPAdded+13.1%$NOWAdded+13.7%

Sold (11)

$CCCSSold out$ORLYTrimmed-44.4%$AMTTrimmed-42.4%$ABNBTrimmed-41.8%$VTrimmed-32.2%$BNTrimmed-28.8%$KKRUnitTrimmed-25.8%$BRK-BTrimmed-20.8%$MATrimmed-12.8%$MCOTrimmed-7.2%$ROPTrimmed-6.4%

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%

Quarter-over-quarter change in disclosed positions.

Holdings

Stock	Move	% of portfolio	Quarter-end px	Now	Since quarter-end
$MA MASTERCARD INCORPORATED	Trimmed	20.6%	$513.60	$579.21	+12.8%
$MCO MOODYS CORP	Trimmed	10.5%	$452.92	$493.55	+9%
$BN BROOKFIELD CORP	Trimmed	10.4%	$42.59	$40.31	-5.4%
$KKRUnit KKR & CO L P DEL	Trimmed	9.2%	$91.78	$107.73	+17.4%
$FICO FAIR ISAAC CORP	Held	8.7%	$1194.78	$932.26	-22%
$ROP ROPER TECHNOLOGIES INC	Trimmed	8%	$338.39	$407.28	+20.4%
$V VISA INC	Trimmed	7.7%	$343.09	$375.07	+9.3%
$CSGP COSTAR GROUP INC	Added	6.7%	$28.32	$30.91	+9.1%
$CPRT COPART INC	Held	4.5%	$28.19	$33.72	+19.6%
$ORLY OREILLY AUTOMOTIVE INC	Trimmed	4%	$92.09	$87.89	-4.6%
$ABNB AIRBNB INC	Trimmed	3.4%	$143.10	$181.94	+27.1%
$CRM SALESFORCE INC	Held	2.6%	$156.66	$259.23	+65.5%
$NOW SERVICENOW INC	Added	2.5%	$99.28	$141.26	+42.3%
$GSHD GOOSEHEAD INS INC	Held	0.4%	$48.50	$65.21	+34.5%
$SOPH SOPHIA GENETICS SA	Held	0.4%	$5.77	$8.09	+40.2%
$PRM PERIMETER SOLUTIONS INC	Held	0.2%	$35.65	$31.76	-10.9%
$AMT AMERICAN TOWER CORP NEW	Trimmed	0.1%	$163.57	$175.85	+7.5%
$BRK-B BERKSHIRE HATHAWAY INC DEL	Trimmed	0.1%	$500.39	$506.03	+1.1%

Notable sell-outs this quarter: $CCCS

Track Chuck Akre between filings

13Fs land once a quarter. We email you when a tracked manager files a Form 4, a 13D stake or a Form 144 notice of sale — days after it happens, not months.

Source: SEC 13F via FMP · holdings as of Jun 2026 · 45-day filing delay. Long equity positions only. Not financial advice.