Chuck Akre
Akre Capital Management
Compounding machines investor
$5.12B
Portfolio Value
20
Holdings
Q2 '26
Period
2026-08-14
Filed
About Chuck Akre
Charles T. Akre (born 1942) is an American investor and founder of Akre Capital Management. Known for his 'three-legged stool' approach to investing, Akre has been one of the most successful long-term compounding investors over the past several decades.
Investment Philosophy
Compounding-focused investing based on the 'three-legged stool': extraordinary business quality, talented management with integrity, and great reinvestment opportunities. Looks for businesses that can compound intrinsic value at high rates for long periods. Very low portfolio turnover with concentrated positions.
Notable Facts
- •Akre Focus Fund has significantly outperformed the S&P 500 since inception
- •Known for the 'three-legged stool' investment framework
- •Prominent long-term holdings have included Mastercard, American Tower, and O'Reilly Auto
- •Based in rural Middleburg, Virginia — far from Wall Street
Simulated 13F Return
Total Return
+7.25%
Q1 '25 → Q4 '25
Annualized
+9.74%/yr
S&P: +26.24%/yr
Alpha (vs S&P)
-11.93%
3 quarters tracked
1-Year Return
—
⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.
📈 Recent Activity
Changes from previous quarter
📊 Sector Breakdown
Portfolio allocation by sector
💼 Holdings
20 of 20 positions · $5.12B
This quarter: increased 3, reduced 12. Net seller.
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | SEC | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | 20.0% | Reduce 12.77% | 1989906 | $513.60 | $1.02B | — | — | — | — | 📄 | |
| 2 | MCOMOODYS CORP | 10.2% | Reduce 7.16% | 1156893 | $452.92 | $524.0M | — | — | — | — | 📄 | |
| 3 | BNBROOKFIELD CORP | 10.1% | Reduce 28.82% | 12119927 | $42.59 | $516.2M | — | — | — | — | 📄 | |
| 4 | KKRKKR & CO L P DEL | 8.9% | Reduce 25.85% | 4981486 | $91.78 | $457.2M | — | — | — | — | 📄 | |
| 5 | FICOFAIR ISAAC CORP | 8.4% | Reduce 0.53% | 361826 | $1194.78 | $432.3M | — | — | — | — | 📄 | |
| 6 | ROPROPER TECHNOLOGIES INC | 7.8% | Reduce 6.42% | 1176562 | $338.39 | $398.1M | — | — | — | — | 📄 | |
| 7 | VVISA INC | 7.4% | Reduce 32.21% | 1110881 | $343.09 | $381.1M | — | — | — | — | 📄 | |
| 8 | CSGPCOSTAR GROUP INC | 6.5% | Add 13.06% | 11699396 | $28.32 | $331.3M | — | — | — | — | 📄 | |
| 9 | CPRTCOPART INC | 4.4% | Reduce 0.16% | 7985808 | $28.19 | $225.1M | — | — | — | — | 📄 | |
| 10 | ORLYOREILLY AUTOMOTIVE INC | 3.9% | Reduce 44.37% | 2161818 | $92.09 | $199.1M | — | — | — | — | 📄 | |
| 11 | ABNBAIRBNB INC | 3.3% | Reduce 41.82% | 1183749 | $143.10 | $169.4M | — | — | — | — | 📄 | |
| 12 | CCCCCC INTELLIGENT SOLUTIONS HL | 3.0% | Reduce 5.25% | 29858935 | $5.16 | $154.1M | — | — | — | — | 📄 | |
| 13 | NOWSERVICENOW INC | 2.4% | Add 13.68% | 1246099 | $99.28 | $123.7M | — | — | — | — | 📄 | |
| 14 | CRMSALESFORCE INC | 2.2% | Held | 717799 | $156.66 | $112.5M | — | — | — | — | 📄 | |
| 15 | GSHDGOOSEHEAD INS INC | 0.4% | Held | 443385 | $48.50 | $21.5M | — | — | — | — | 📄 | |
| 16 | SOPHSOPHIA GENETICS SA | 0.4% | Held | 3719140 | $5.77 | $21.5M | — | — | — | — | 📄 | |
| 17 | CRMSALESFORCE INCCALL · Notional Value | 0.3% | Held | 100000 | $156.66 | $15.7M | — | — | — | — | 📄 | |
| 18 | PRMPERIMETER SOLUTIONS INC | 0.2% | Held | 250000 | $35.65 | $8.9M | — | — | — | — | 📄 | |
| 19 | AMTAMERICAN TOWER CORP NEW | 0.1% | Reduce 42.38% | 29254 | $163.57 | $4.8M | — | — | — | — | 📄 | |
| 20 | BRK.BBerkshire Hathaway Inc. Class B | 0.1% | Add 20.84% | 8184 | $500.39 | $4.1M | — | — | — | — | 📄 |