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Chuck Akre

Akre Capital Management LLC Holdings Strategy: Value Investor, Long Term Investor

Charles T. Akre founded Akre Capital Management in 1989. The Investment philosophy is long-term value investing. The "three-legged stool" approach to investing was created by Charles Akre and it requires examining business models, rates of return, as well as reinvestment opportunities. They invest in a small number of stocks that they believe to be exceptional businesses. Chuck Akre, a prominent investor known for his value-based investment strategy, anchors his portfolio with significant holdings in high-performing stocks that demonstrate long-term growth potential and stability. Mastercard Incorporated (NYSE: MA), serving as one of the top investments within Akre's portfolio, showcases its position in the financial technology sector offering robust payment solutions and networks facilitating global transactions. The stock appeals to investors seeking resilient growth coupled with innovation.Another key player is Moody's Corp. (NYSE: MCO), which stands out as a leading provider of credit ratings, research, and risk analysis, reflecting Akre's confidence in service-oriented firms with durable competitive advantages. This stock contributes to diversification within an investment portfolio while targeting consistent returns from finance-related operations.KKR & Co. Inc. (NYSE: KKR) represents Akre's inclination towards alternative asset management and private equity, evidencing his strategic move to capitalize on complex financial services growing in demand among sophisticated investors. The selection of KKR signals trust in companies adept at managing investments across multiple asset classes.The inclusion of American Tower Corp. (NYSE: AMT), a real estate investment trust specializing in wireless infrastructure, underscores Akre's investment philosophy focusing on businesses with substantial barriers to entry and ongoing necessity, leveraging worldwide communications growth trends.Finally, O'Reilly Automotive, Inc. (NASDAQ: ORLY) rounds up the top five, indicative of Akre's preference for retail companies that have a proven track record of stable expansion and resilience in various economic cycles. Automotive aftermarket parts establish a niche market that promises continual consumer demand.Key takeaways for potential investors analyzing Chuck Akre's portfolio are his choice of reliable stocks positioned for sustained performance: technologically advanced payment systems, authoritative analytical services, innovative investment management, essential telecom infrastructure, and fundamental consumer retail services.

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Chuck Akre Portfolio 2023

Performance

1 Year

+17.14%

3 Years

+2.73%

5 Years

+63.19%

10 years

+265.34%

Sectors

Largest Holdings

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Trades

Mastercard Incorporated - Ordinary Shares - Class A ^(MA)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 16.4%
^(Buy) $175.88 ― +151.3% →$442.00 ^(Now)

Last trade: Q1 2024 ^{Sold 8.9% shares}

Moody`s Corp. ^(MCO)
Sector: Credit Bureaus
% of Portfolio: 15.7%
^(Buy) $82.77 ― +431.8% →$440.17 ^(Now)

Last trade: Q1 2024 ^{Sold 6.8% shares}

KKR & Co. Inc ^(KKR)
Sector: Securities and Commodity Exchanges
% of Portfolio: 12.7%
^(Buy) $36.75 ― +189.1% →$106.23 ^(Now)

Last trade: Q1 2024 ^{Sold 10.6% shares}

American Tower Corp. ^(AMT)
Sector: Other Financial Vehicles
% of Portfolio: 11.3%
^(Buy) $99.18 ― +128.1% →$226.19 ^(Now)

Last trade: Q1 2024 ^{Sold 8.9% shares}

O`Reilly Automotive, Inc. ^(ORLY)
Sector: New Car Dealers
% of Portfolio: 8.8%
^(Buy) $168.90 ― +554.6% →$1,105.52 ^(Now)

Last trade: Q1 2024 ^{Sold 3.1% shares}

Visa Inc - Ordinary Shares - Class A ^(V)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 6.7%
^(Buy) $78.69 ― +225.9% →$256.44 ^(Now)

Last trade: Q1 2024 ^{Sold 6.8% shares}

Roper Technologies Inc ^(ROP)
Sector: Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables
% of Portfolio: 6.4%
^(Buy) $187.07 ― +176.7% →$517.53 ^(Now)

Last trade: Q1 2024 ^{Sold 1.8% shares}

Brookfield Corporation - Ordinary Shares - Class A ^(BN)
Sector: Securities and Commodity Exchanges
% of Portfolio: 6.3%
^(Buy) $39.58 ― +10.6% →$43.77 ^(Now)

Last trade: Q1 2024 ^{Sold 0.5% shares}

Costar Group, Inc. ^(CSGP)
Sector: Software Publishers
% of Portfolio: 4.2%
^(Buy) $63.90 ― +13.8% →$72.70 ^(Now)

Last trade: Q1 2024 ^{Increased shares by 0.1%}

Danaher Corp. ^(DHR)
Sector: Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables
% of Portfolio: 3.8%
^(Buy) $74.51 ― +261.5% →$269.32 ^(Now)

Last trade: Q3 2023 ^{Sold 0.8% shares}

Carmax Inc ^(KMX)
Sector: Used Car Dealers
% of Portfolio: 1.6%
^(Buy) $61.87 ― +20.7% →$74.70 ^(Now)

Last trade: Q1 2024 ^{Sold 0.9% shares}

Uber Technologies Inc ^(UBER)
Sector: Software and Other Prerecorded Compact Disc, Tape, and Record Reproducing
% of Portfolio: 0.8%
^(Buy) $71.78 ― -18.5% →$58.48 ^(Now)

Last trade: Q1 2024 ^{New holding}

CCC Intelligent Solutions Holdings Inc ^(CCCS)
Sector: Software Publishers
% of Portfolio: 0.6%
^(Buy) $11.41 ― -12.6% →$9.97 ^(Now)

Last trade: Q1 2024 ^{New holding}

DigitalBridge Group Inc - Ordinary Shares - Class A ^(DBRG)
Sector: Securities and Commodity Exchanges
% of Portfolio: 0.4%
^(Buy) $15.29 ― -19.3% →$12.34 ^(Now)

Last trade: Q1 2024 ^{Sold 6.7% shares}

SBA Communications Corp - Ordinary Shares - Class A ^(SBAC)
Sector: All Other Telecommunications
% of Portfolio: 0.3%
^(Buy) $224.52 ― -1.5% →$221.11 ^(Now)

Last trade: Q4 2023 ^{New holding}

Goosehead Insurance Inc - Ordinary Shares - Class A ^(GSHD)
Sector: Insurance Agencies and Brokerages
% of Portfolio: 0.2%
^(Buy) $58.70 ― +46.0% →$85.68 ^(Now)

Last trade: Q3 2022 ^{Sold 30.1% shares}

Berkshire Hathaway Inc. - Ordinary Shares - Class B ^(BRK.B)
Sector: Offices of Other Holding Companies
% of Portfolio: 0.1%
^(Buy) $120.92 ― +235.6% →$405.77 ^(Now)

Last trade: Q1 2024 ^{Sold 0.4% shares}

Verisk Analytics Inc ^(VRSK)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 0.0%
^(Buy) $74.04 ― +254.3% →$262.28 ^(Now)

Last trade: Q4 2023 ^{Sold 7.0% shares}

Brookfield Asset Management Ltd - Ordinary Shares - Class A ^(BAM)
Sector: Securities and Commodity Exchanges
% of Portfolio: 0.0%
^(Buy) $34.40 ― +14.5% →$39.38 ^(Now)

Last trade: Q1 2024 ^{Sold 98.2% shares}

SOPHiA Genetics SA ^(SOPH)
Sector: Research and Development in the Physical, Engineering, and Life Sciences (except Biotechnology)
% of Portfolio: 0.0%
^(Buy) $4.83 ― -14.1% →$4.15 ^(Now)