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 embodied in his top five stock holdings. Mastercard Incorporated, with its reliable payment processing network, commands a significant 19.1% of his portfolio. Closely following is Moody’s Corp., noted for its essential credit rating services, representing 14.5%. Investment firm KKR & Co. Inc. captures Akre’s interest at 13.1%, aligning with his focus on financial sector growth. Additionally, American Tower Corp., which specializes in wireless and broadcast communications infrastructure, constitutes 10.3% of the investments. Lastly, O’Reilly Automotive, Inc., steering through the automotive aftermarket service industry, rounds up his preferences by holding 9.3%. These choices illuminate Chuck Akre's portfolio concentration in enduring businesses with strong market positions, hinting at his investment acumen centered around long-term value and stability.
Q4 2023
Sold 13.5% shares
Sold 13.5% in Q4 2023
Q4 2023
Sold 26.9% shares
Sold 26.9% in Q4 2023
Q4 2023
Sold 6.2% shares
Sold 6.2% in Q4 2023
Q4 2023
Sold 3.4% shares
Sold 3.4% in Q4 2023
Q4 2023
New holding
New holding in Q4 2023
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 0.1% shares
Sold 0.1% in Q4 2023
Q4 2023
Sold 24.7% shares
Sold 24.7% in Q4 2023
Q4 2023
Sold 1.0% shares
Sold 1.0% in Q4 2023
Q4 2023
Increased shares by 0.1%
Added 0.1% in Q4 2023
Q4 2023
Sold 0.2% shares
Sold 0.2% in Q4 2023
Q4 2023
Sold 0.2% shares
Sold 0.2% in Q4 2023
Q4 2023
Sold 7.0% shares
Sold 7.0% in Q4 2023
Q4 2023
Sold 3.2% shares
Sold 3.2% in Q4 2023
Q3 2023
Sold -1.06 Million shares
Sold 100% in Q3 2023
Q3 2023
Sold 0.8% shares
Sold 0.8% in Q3 2023
Q1 2023
Sold -264 Thousand shares
Sold 100% in Q1 2023
Q4 2022
Sold -3.1 Million shares
Sold 100% in Q4 2022
Q4 2022
Sold -1 Million shares
Sold 100% in Q4 2022
Q3 2022
Sold 30.1% shares
Sold 30.1% in Q3 2022
Q3 2022
Sold -22.5 Thousand shares
Sold 100% in Q3 2022
Q2 2022
Sold -610 Thousand shares
Sold 100% in Q2 2022
Q4 2021
Sold -500 Thousand shares
Sold 100% in Q4 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
Q2 2021
Sold -5.47 Million shares
Sold 100% in Q2 2021
Q2 2021
Sold -10.5 Million shares
Sold 100% in Q2 2021
Q1 2021
Sold -207 Thousand shares
Sold 100% in Q1 2021
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