Chuck Akre Portfolio

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’s investment portfolio highlights a focused set of high-quality, large-cap growth and business-services stocks. His approach emphasizes durable business models, attractive long-term demand drivers, and steady compounding characteristics—reflected in these core stocks.
1) Mastercard Incorporated (Ordinary Shares – Class A)
A leading global payments network; a core investment tied to secular growth in cashless transactions and resilient transaction economics.
2) KKR & Co. Inc.
A business-services and alternative asset manager; investment exposure to fee-based earnings potential and long-duration capital market opportunities.
3) Moody’s Corp.
Credit rating and analytics; a portfolio holding benefiting from the steady need for credit risk assessment, regulatory reliance, and recurring data/ratings services.
4) Brookfield Corporation (Ordinary Shares – Class A)
Global alternative investment manager with diversified real assets; an investment aligned with long-term value creation and cash-flow generating assets.
5) Roper Technologies Inc
Mission-critical software and diversified technology businesses; a stocks allocation that targets compounding via recurring revenue, strong niches, and disciplined capital allocation.
Overall, Akre’s portfolio shows a preference for resilient, scalable franchises with strong competitive positioning—an investment mindset aimed at durable returns through business quality rather than short-term trading.