Chuck Akre
Akre Capital Management · Quality compounding Runs a concentrated US equity book selected on a 'three-legged stool' test - high-quality businesses, able and honest managers, and long reinvestment runways - and holds positions for many years with low turnover.
Charles T. 'Chuck' Akre is an American investor and founder of Akre Capital Management, known for a concentrated, long-hold quality-investing approach.
Showing all 20 reported 13(f) positions; TradingPilot links only the 4 matching its curated universe — a licensed CUSIP↔ticker database was not used. Unmapped positions render as plain text, exactly as filed.
Portfolio allocation (reported 13F equity)
Long US-listed equity positions only; options excluded.
- MASTERCARD INCORPORATED20.0%
- MOODYS CORP10.3%
- BROOKFIELD CORP10.1%
- KKR & CO L P DEL9.0%
- FAIR ISAAC CORP8.5%
- ROPER TECHNOLOGIES INC7.8%
- V7.5%
- COSTAR GROUP INC6.5%
- COPART INC4.4%
- OREILLY AUTOMOTIVE INC3.9%
- Others12.1%
Reported 13F equity value — not a return, not AUM
Long US-listed equity positions only; filed with a ~45-day lag.
| # | Ticker | Security (as filed) | % of 13F | Shares | Reported price | Current | Value | Activity |
|---|---|---|---|---|---|---|---|---|
| 1 | — | MASTERCARD INCORPORATED | 20.0% | 1,989,906 | $513.60 | — | $1.0B | Trimmed −13% |
| 2 | — | MOODYS CORP | 10.3% | 1,156,893 | $452.92 | — | $524.0M | Trimmed −7% |
| 3 | — | BROOKFIELD CORP | 10.1% | 12,119,927 | $42.59 | — | $516.2M | Trimmed −29% |
| 4 | — | KKR & CO L P DEL | 9.0% | 4,981,486 | $91.78 | — | $457.2M | Trimmed −26% |
| 5 | — | FAIR ISAAC CORP | 8.5% | 361,826 | $1,194.78 | — | $432.3M | Trimmed −1% |
| 6 | — | ROPER TECHNOLOGIES INC | 7.8% | 1,176,562 | $338.39 | — | $398.1M | Trimmed −6% |
| 7 | V | VISA INC | 7.5% | 1,110,881 | $343.09 | $410.54 +19.7% | $381.1M | Trimmed −32% |
| 8 | — | COSTAR GROUP INC | 6.5% | 11,699,396 | $28.32 | — | $331.3M | Added +13% |
| 9 | — | COPART INC | 4.4% | 7,985,808 | $28.19 | — | $225.1M | Trimmed −0% |
| 10 | — | OREILLY AUTOMOTIVE INC | 3.9% | 2,161,818 | $92.09 | — | $199.1M | Trimmed −44% |
| 11 | — | AIRBNB INC | 3.3% | 1,183,749 | $143.10 | — | $169.4M | Trimmed −42% |
| 12 | — | CCC INTELLIGENT SOLUTIONS HL | 3.0% | 29,858,935 | $5.16 | — | $154.1M | Trimmed −5% |
| 13 | NOW | SERVICENOW INC | 2.4% | 1,246,099 | $99.28 | $109.67 +10.5% | $123.7M | Added +14% |
| 14 | CRM | SALESFORCE INC | 2.2% | 717,799 | $156.66 | $230.90 +47.4% | $112.5M | Held +0% |
| 15 | — | GOOSEHEAD INS INC | 0.4% | 443,385 | $48.50 | — | $21.5M | Held +0% |
| 16 | — | SOPHIA GENETICS SA | 0.4% | 3,719,140 | $5.77 | — | $21.5M | Held +0% |
| 17 | — | PERIMETER SOLUTIONS INC | 0.2% | 250,000 | $35.65 | — | $8.9M | Held +0% |
| 18 | — | AMERICAN TOWER CORP NEW | 0.1% | 29,254 | $163.57 | — | $4.8M | Trimmed −42% |
| 19 | — | BERKSHIRE HATHAWAY INC DEL | 0.1% | 8,184 | $500.39 | — | $4.1M | Trimmed −21% |
| — | CRM | SALESFORCE INC · Call | — | 100,000 | — | — | $15.7M | Held +0% |
Reported price = value ÷ shares at the quarter-end — an average, NOT the manager's buy/sell price.
Current shows the stock's price change since the filing quarter-end (mapped names only) — it is the STOCK's move, not the manager's realized return (we don't know their cost basis or whether they still hold).
TradingPilot analysis of the reported 13F equity book
As of 2026Q2, Chuck Akre's reported 13F book holds 19 equity positions; the top 5 are 58% of it.
- MASTERCARD INCORPORATED — 20.0% of 13F
- MOODYS CORP — 10.3% of 13F
- BROOKFIELD CORP — 10.1% of 13F
- KKR & CO L P DEL — 9.0% of 13F
- FAIR ISAAC CORP — 8.5% of 13F
This quarter: 0 new, 2 added, 13 trimmed, 0 sold out.
- BROOKFIELD CORP — Trimmed (−4,907,150 sh)
- KKR & CO L P DEL — Trimmed (−1,736,592 sh)
- OREILLY AUTOMOTIVE INC — Trimmed (−1,723,995 sh)
- CCC INTELLIGENT SOLUTIONS HL — Trimmed (−1,654,135 sh)
- COSTAR GROUP INC — Added (+1,351,123 sh)