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 strategy is showcased through his top five stock allocations. The largest holding is Mastercard Incorporated - Ordinary Shares - Class A, which represents 19.4% of his portfolio, indicating a strong conviction in the financial services sector’s growth potential. Moody’s Corp., with its significant role in credit ratings and risk analysis, forms 14.8% of his holdings, reflecting confidence in the firm's market dominance and stability.
Private equity and alternative asset management are clearly part of Akre's focus, as evidenced by KKR & Co. Inc, making up 13.3% of the investment mix. This shows an inclination towards companies capitalizing on diverse investment strategies. American Tower Corp., accounting for 10.0%, suggests a strategic investment in digital infrastructure given its vast network of communications sites.
Finally, O'Reilly Automotive, Inc., at 9.0%, highlights a bet on the resilience and steady performance of the retail automotive parts industry. Collectively, these stocks present insights into Chuck Akre's portfolio composition, signaling a preference for established businesses with enduring competitive advantages and long-term growth prospects in their respective industries.
Q4 2023
Sold 1.6% shares
Sold 1.6% in Q4 2023
Q4 2023
Increased shares by 0.5%
Added 0.5% in Q4 2023
Q4 2023
Sold 0.5% shares
Sold 0.5% in Q4 2023
Q4 2023
Sold 0.2% shares
Sold 0.2% in Q4 2023
Q4 2023
Sold 1.0% shares
Sold 1.0% in Q4 2023
Q3 2022
Sold 30.1% shares
Sold 30.1% in Q3 2022
Q4 2012
Sold -3.41 Thousand shares
Sold 100% in Q4 2012
Q3 2013
Sold -800 Thousand shares
Sold 100% in Q3 2013
Q1 2015
Sold -50.8 Thousand shares
Sold 100% in Q1 2015
Q4 2015
Sold -751 Thousand shares
Sold 100% in Q4 2015
Q2 2019
Sold -2.97 Million shares
Sold 100% in Q2 2019
Q3 2019
Sold -56.7 Thousand shares
Sold 100% in Q3 2019
Q4 2019
Sold -2.89 Thousand shares
Sold 100% in Q4 2019
Q4 2007
Sold -61 Thousand shares
Sold 100% in Q4 2007
Q4 2007
Sold -100 Thousand shares
Sold 100% in Q4 2007
Q1 2021
Sold -48.5 Thousand shares
Sold 100% in Q1 2021
Q3 2008
Sold -604 Thousand shares
Sold 100% in Q3 2008
Q1 2009
Sold -108 Thousand shares
Sold 100% in Q1 2009
Q3 2015
Sold -5.01 Thousand shares
Sold 100% in Q3 2015
Q2 2021
Sold -10.5 Million shares
Sold 100% in Q2 2021
Q3 2021
Sold -13.6 Thousand shares
Sold 100% in Q3 2021
Q3 2021
Sold -89.9 Thousand shares
Sold 100% in Q3 2021
Q1 2008
Sold -38 Thousand shares
Sold 100% in Q1 2008
Q3 2009
Sold -75 Thousand shares
Sold 100% in Q3 2009
Q4 2010
Sold -50 Thousand shares
Sold 100% in Q4 2010
Q3 2008
Sold -4.26 Thousand shares
Sold 100% in Q3 2008
Q3 2009
Sold -777 Thousand shares
Sold 100% in Q3 2009
Q3 2009
Sold -4.99 Thousand shares
Sold 100% in Q3 2009
Q4 2010
Sold -20 Thousand shares
Sold 100% in Q4 2010
Q3 2011
Sold -200 Thousand shares
Sold 100% in Q3 2011
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