Chuck Akre Portfolio Holdings

Akre Capital Management LLC

  • $11 Billion
  • Q3 2024

Akre Capital Management LLC, under direction of Chuck Akre has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $11 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $1.94B, Moodys Corp with a value of $1.6B, Kkr & Co. Inc. with a value of $1.49B, American Tower Corp with a value of $1.41B, and O Reilly Automotive Inc with a value of $1.06B.

Examining the 13F form we can see an increase of $443M in the current position value, from $10.5B to 11B.

Akre Capital Management LLC is based out at Middleburg, VA

Below you can find more details about Chuck Akre portfolio as well as his latest detailed transactions.

Portfolio value $11 Billion
Financial Services: $5.96 Billion
Real Estate: $2.08 Billion
Consumer Cyclical: $1.49 Billion
Industrials: $837 Million
Healthcare: $502 Million
Technology: $118 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$495B
$1.94 Billion 17.61% of portfolio
3,920,592
Q3 2024 Reduced 2.94%
$510B
$900 Million 8.18% of portfolio
3,271,740
Q1 2024 Reduced 6.75%
$610B
$7.03 Million 0.06% of portfolio
15,274
Q3 2024 Reduced 3.91%
Chuck Akre

Chuck Akre

Chuck Akre is the founder and chief investment officer of Akre Capital Management, a successful investment firm that focuses on value investing. Akre is known for his expertise in value investing and has a reputation for being a patient and disciplined investor.
Track Chuck Akre's portfolio

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $11 Billion
  • Prior Value $10.5 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track Chuck Akre's Portfolio

Track Chuck Akre Portfolio

Follow Chuck Akre (Akre Capital Management LLC) and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Akre Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Akre Capital Management LLC and Chuck Akre with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email