Chuck Akre Portfolio: Top Holdings April 2025
Chuck Akre's top holdings (April 2025) include Mastercard Incorporated (MA), a technology company that processes payments globally.
Chuck Akre is the founder, chairman, and chief investment officer of Akre Capital Management. He is known for his focus on compounding returns and investing in businesses with high returns on capital. Akre's investment philosophy centers around identifying and holding companies with exceptional management and reinvestment opportunities.
Mastercard Incorporated (MA)
Mastercard operates a worldwide payment network, connecting consumers, financial institutions, merchants, and businesses. Its primary business involves processing transactions, offering payment solutions, and providing related services to facilitate commerce. The company has a market capitalization of $489.19B, with Chuck Akre's position currently valued at $2.03B. Analysts have set a price target of $645.67 for Mastercard, and the company's discounted cash flow analysis suggests a value of $362.9 per share.
Here's an overview of Chuck Akre's trades in Mastercard Incorporated:
Moody`s Corp. (MCO)
Moody's is a global integrated risk assessment firm that provides credit ratings, research, and data analytics. The company's services are used by investors and businesses to assess and manage risk. Moody's Corp. has a market cap of $83.0B, and the current value of Chuck Akre's holding is $1.44B. Analysts have set a price target of $545.0 for Moody's, while the company's discounted cash flow value is $183.42.
Here's an overview of Chuck Akre's trades in Moody`s Corp.:
O`Reilly Automotive, Inc. (ORLY)
O'Reilly Automotive is a specialty retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States. They serve both professional service providers and do-it-yourself customers. Chuck Akre's position in O'Reilly Automotive is currently worth $1.28B, and the company's market cap stands at $80.63B. The company's discounted cash flow analysis suggests a value of $1.36K per share.
Here's an overview of Chuck Akre's trades in O`Reilly Automotive, Inc.:
KKR & Co. Inc. (KKR)
KKR & Co. is a global investment firm that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate, credit, and hedge funds. The company invests across a variety of industries and geographies. KKR & Co. Inc. has a market capitalization of $102.02B, and this holding in Chuck Akre's portfolio is currently worth $1.21B. Analysts have set a price target of $163.0 for KKR.
Here's an overview of Chuck Akre's trades in KKR & Co. Inc.:
American Tower Corp. (AMT)
American Tower Corporation is a real estate investment trust (REIT) and a leading independent owner, operator, and developer of multitenant communications real estate. They provide wireless infrastructure and broadcast solutions across the globe. American Tower Corp. has a market cap of $100.77B, while the current value of Chuck Akre's holding is $1.21B. Analysts have set a price target of $224.0 for American Tower Corp., and the company's discounted cash flow value is $196.07.
Here's an overview of Chuck Akre's trades in American Tower Corp.:
[STOCKCIRCLE_EMBED_PLACE_HOLDER_AMT]