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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Chuck Akre (Akre Capital)
  • Overview
  • Portfolio18
  • Performance40Q
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  • Activity647
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Asset Manager · CIK 0001112520

Chuck Akre

Akre Capital
Share
  • Financials-Focused
  • Concentrated
  • Mid-Size Fund

Chuck Akre runs Akre Capital, an asset manager overseeing $9.12B in disclosed equity holdings (SEC CIK 0001112520). The latest portfolio (2025Q4) discloses 18 positions across 6 sectors, with the largest positions in MA, BN and KKR. On a mark-to-market basis the tracked portfolio has declined 2.9% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Chuck's filingsView holdings↓
Portfolio
$9.12B
Positions
18
Quarter
2025Q4
Filings tracked
40
1Y-2.9%Since filing+157.1%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Capital flow per quarter
BuysSellsNet
+$2.20B+$1.10B$0-$1.10B-$2.20B'19Q4'20Q1'20Q2'20Q3'20Q4'21Q1'21Q2'21Q3'21Q4'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3
Latest · 2023Q3
-$624M
Lifetime buys
$5.34B
Lifetime sells
$7.48B

Quarter activity

What changed in 2023Q3 - net new, added, trimmed, exited.
New positions0 names
—
Added to3 names
  • KKRKKR & CO INC
    +1,676,739
    $103.3M
  • CSGPCOSTAR GROUP INC
    +137,796
    $10.6M
  • AMTAMERICAN TOWER CORP NEW
    +23,277
    $3.8M
Trimmed13 names
  • MCOMOODYS CORP
    −186,577
    $59.0M
  • ORLYOREILLY AUTOMOTIVE INC
    −58,280
    $53.0M
  • ROPROPER TECHNOLOGIES INC
    −80,866
    $39.2M
  • VVISA INC
    −121,184
    $27.9M
  • DBRGDIGITALBRIDGE GROUP INC
    −573,001
    $10.1M
  • KMXCARMAX INC
    −117,344
    $8.3M
  • BAMBROOKFIELD ASSET MANAGMT LTD
    −227,812
    $7.6M
  • MAMASTERCARD INCORPORATED
    −18,698
    $7.4M
  • BNBROOKFIELD CORP
    −159,662
    $5.0M
  • DHRDANAHER CORPORATION
    −14,900
    $3.7M
  • DLTRDOLLAR TREE INC
    −1,380
    $147K
  • VRSKVERISK ANALYTICS INC
    −341
    $81K
  • + 1 more…
Exited1 name
  • ADBEADOBE SYSTEMS INCORPORATED
    −1,064,081
    $520.3M

Recent transactions

Last 20 moves
TRIM
Chuck Akre (Akre Capital) trimmed V
VISA INC
−297,132
~$350.71 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed DHR
DANAHER CORPORATION
−805,315
~$228.92 · 2025Q4
2026-02-13
SOLD
Chuck Akre (Akre Capital) exited VRSK
VERISK ANALYTICS INC
−8,279
~$251.51 · 2025Q4
2026-02-13
ADD
Chuck Akre (Akre Capital) added to GSHD
GOOSEHEAD INS INC
+4,971
~$73.65 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed KKR
KKR & CO INC
−607,215
~$127.48 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed ORLY
OREILLY AUTOMOTIVE INC
−1,892,609
~$91.21 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed MCO
MOODYS CORP
−383,718
~$510.85 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed ROP
ROPER TECHNOLOGIES INC
−51,520
~$445.13 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed BRK.B
BERKSHIRE HATHAWAY INC DEL
−2,083
~$502.65 · 2025Q4
2026-02-13
ADD
Chuck Akre (Akre Capital) added to CPRT
COPART INC
+3,631,207
~$39.15 · 2025Q4
2026-02-13
ADD
Chuck Akre (Akre Capital) added to CCC
CCC INTELLIGENT SOLUTIONS HL
+8,566,856
~$7.95 · 2025Q4
2026-02-13
ADD
Chuck Akre (Akre Capital) added to CSGP
COSTAR GROUP INC
+311,320
~$67.24 · 2025Q4
2026-02-13
ADD
Chuck Akre (Akre Capital) added to BN
BROOKFIELD CORP
+7,627,692
~$45.89 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed AMT
AMERICAN TOWER CORP NEW
−187,576
~$175.57 · 2025Q4
2026-02-13
ADD
Chuck Akre (Akre Capital) added to FICO
FAIR ISAAC CORP
+16,596
~$1690.62 · 2025Q4
2026-02-13
TRIM
Chuck Akre (Akre Capital) trimmed MA
MASTERCARD INCORPORATED
−150,314
~$570.88 · 2025Q4
2026-02-13
ADD
Chuck Akre (Akre Capital) added to CCC
CCC INTELLIGENT SOLUTIONS HL
+1,500,000
~$9.11 · 2025Q3
2025-11-13
TRIM
Chuck Akre (Akre Capital) trimmed CSGP
COSTAR GROUP INC
−2,747
~$84.37 · 2025Q3
2025-11-13
TRIM
Chuck Akre (Akre Capital) trimmed MA
MASTERCARD INCORPORATED
−139,692
~$568.81 · 2025Q3
2025-11-13
TRIM
Chuck Akre (Akre Capital) trimmed AMT
AMERICAN TOWER CORP NEW
−472,406
~$192.32 · 2025Q3
2025-11-13