Chuck Akre
Akre Capital · Compounders · $5.1B across 19 positions
As reported for the quarter ending Jun 30, 2026, filed Aug 14, 2026. Read it on EDGAR
Largest positions
| Holding | Value | Share of portfolio | Change |
|---|---|---|---|
| MAMastercard Incorporated | $1.0B | 20.01% | Trimmed -13% |
| MCOMoodys CORP | $524.0M | 10.26% | Trimmed -7% |
| BNBrookfield CORP | $516.2M | 10.11% | Trimmed -29% |
| KKRKkr & CO L P Del | $457.2M | 8.95% | Trimmed -26% |
| FICOFair Isaac CORP | $432.3M | 8.47% | Unchanged |
| ROPRoper Technologies INC | $398.1M | 7.80% | Trimmed -6% |
| VVisa INC | $381.1M | 7.46% | Trimmed -32% |
| CSGPCostar Group INC | $331.3M | 6.49% | Added +13% |
| CPRTCopart INC | $225.1M | 4.41% | Unchanged |
| ORLYOreilly Automotive INC | $199.1M | 3.90% | Trimmed -44% |
| ABNBAirbnb INC | $169.4M | 3.32% | Trimmed -42% |
| CCCCcc Intelligent Solutions Hl | $154.1M | 3.02% | Trimmed -5% |
| NOWServicenow INC | $123.7M | 2.42% | Added +14% |
| CRMSalesforce INC | $112.5M | 2.20% | Unchanged |
| GSHDGoosehead Ins INC | $21.5M | 0.42% | Unchanged |
| Not listedSophia Genetics SA | $21.5M | 0.42% | Unchanged |
| PRMPerimeter Solutions INC | $8.9M | 0.17% | Unchanged |
| AMTAmerican Tower CORP New | $4.8M | 0.09% | Trimmed -42% |
| BRK-BBerkshire Hathaway INC Del | $4.1M | 0.08% | Trimmed -21% |