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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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  3. Chuck Akre (Akre Capital)
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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
1-YearTWR
-2.88%
since 2024Q4
3-Year
—
insufficient history
5-Year
—
insufficient history
10-Year
—
insufficient history

Performance overview

We mark Chuck Akre (Akre Capital)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Chuck’s portfolio is -2.9% over the last 12 months · 157.1% since 2016Q1.

Portfolio growth vs SPY
Rebased to 100 at 2021Q2 · through 2025Q4
Chuck Akre
+37.0%
SPY
+69.5%
Alpha
-32.6pp
71981241511772021Q22023Q32025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$2.20B+$1.10B$0-$1.10B-$2.20B'20Q2'20Q3'20Q4'21Q1'21Q2'21Q3'21Q4'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1
Latest · 2024Q1
-$695M
Lifetime buys
$4.11B
Lifetime sells
$9.04B
Portfolio over time
AUMPositions
$0$5.69B$11.37B$17.23B2817'20Q2'22Q1'24Q1
QoQ AUM
+1.7%
16Q lifetime AUM
-8.9%
QoQ positions
+3
16Q lifetime positions
-7
Position concentration
21 positions
Top 1
18%
of book
  • Top 118%$2.22BMA
  • Top 2-546%$5.59BMCO, KKR, AMT
  • Top 6-1030%$3.68BV, ROP, BN
  • Top 11-205%$605.4MKMX, UBER, CCC
  • Rest0%$297KRest of port