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Chuck Akre

Akre Capital Management

Compounding machines investor

🌐 Website📍 Middleburg, VAEst. 1989💰 ~$15B AUM

$6.13B

Portfolio Value

20

Holdings

Q1 '26

Period

2026-05-14

Filed

📉

Simulated 13F Return

⚠️ Approximation

Total Return

+7.25%

Q1 '25Q4 '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

MAREDUCED
18.6% of portfolio
-24% shares-0.2pp
BNREDUCED
11.2% of portfolio
-37% shares-2.3pp
KKRREDUCED
10.1% of portfolio
-17% shares-1.2pp
MCOREDUCED
8.9% of portfolio
-28% shares-0.9pp
VREDUCED
8.1% of portfolio
-39% shares-2.2pp
ROPINCREASED
7.3% of portfolio
+14% shares+1.9pp
CSGPREDUCED
6.8% of portfolio
+8% shares-0.3pp
FICOINCREASED
6.3% of portfolio
+31% shares+1.2pp
ORLYREDUCED
5.8% of portfolio
-42% shares-0.9pp
CPRTINCREASED
4.3% of portfolio
+2% shares+1.0pp
ABNBREDUCED
4.2% of portfolio
-41% shares-1.0pp
CCCINCREASED
3.1% of portfolio
+27% shares+0.9pp
CRMNEW
2.2% of portfolio
New position
NOWNEW
1.9% of portfolio
New position
GSHDINCREASED
0.3% of portfolio
+19% shares
CRMNEW
0.3% of portfolio
New position
AMTINCREASED
0.1% of portfolio
-80% shares-0.3pp
PRMNEW
0.1% of portfolio
New position
BRK.BREDUCED
0.1% of portfolio
-13% shares+0.0pp
DHRSOLD
was 0.2%
Sold out position
Filing price: $228.92
KMXSOLD
was 0.1%
Sold out position
Filing price: $38.64

Sold Out (2)

SOLDKMXCARMAX INCwas 0.06%@$38.64
SOLDDHRDANAHER CORPORATIONwas 0.17%@$228.92

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 54.3%Financials 37.0%Technology 4.4%Industrials 4.3%

💼 Holdings

🔍

20 of 20 positions · $6.13B

This quarter: 4 new positions, increased 6, reduced 9, sold 2. Net seller.

MAREDUCED
18.6%
18.6% of portfolio (was 18.8%, trimmed)
Filed ~$500
📄
BNREDUCED
11.2%
11.2% of portfolio (was 13.5%, trimmed)
Filed ~$40
📄
KKRREDUCED
10.1%
10.1% of portfolio (was 11.3%, trimmed)
Filed ~$92
📄
MCOREDUCED
8.9%
8.9% of portfolio (was 9.7%, trimmed)
Filed ~$436
📄
VREDUCED
8.1%
8.1% of portfolio (was 10.3%, trimmed)
Filed ~$302
📄
ROPINCREASED
7.3%
7.3% of portfolio (was 5.4%, added)
Filed ~$354
📄
CSGPREDUCED
6.8%
6.8% of portfolio (was 7.1%, trimmed)
Filed ~$40
📄
FICOINCREASED
6.3%
6.3% of portfolio (was 5.1%, added)
Filed ~$1068
📄
ORLYREDUCED
5.8%
5.8% of portfolio (was 6.7%, trimmed)
Filed ~$92
📄
CPRTINCREASED
4.3%
4.3% of portfolio (was 3.4%, added)
Filed ~$33
📄
ABNBREDUCED
4.2%
4.2% of portfolio (was 5.2%, trimmed)
Filed ~$126
📄
CCCINCREASED
3.1%
3.1% of portfolio (was 2.2%, added)
Filed ~$6
📄
CRMNEW
2.2%
2.2% of portfolio (new position)
Filed ~$187
📄
NOWNEW
1.9%
1.9% of portfolio (new position)
Filed ~$105
📄
GSHDINCREASED
0.3%
0.3% of portfolio (was 0.3%, added)
Filed ~$43
📄
CRMCALLNEW
0.3%
0.3% of portfolio (new position)
Filed ~$187
📄
0.3%
0.3% of portfolio
Filed ~$5
📄
AMTINCREASED
0.1%
0.1% of portfolio (was 0.5%, added)
Filed ~$173
📄
PRMNEW
0.1%
0.1% of portfolio (new position)
Filed ~$24
📄
BRK.BREDUCED
0.1%
0.1% of portfolio (was 0.1%, trimmed)
Filed ~$479
📄

🚫 Sold Out (2 positions)

SOLDKMXCARMAX INCwas 0.06%@$38.64150600 shares · $5.8M
SOLDDHRDANAHER CORPORATIONwas 0.17%@$228.9269516 shares · $15.9M