Chuck Akre
Chuck Akre runs Akre Capital Management. At the end of Q2 2026 the fund reported $5,106,870,308 of US stocks in its SEC 13F filing, led by MA (20%), MCO (10.3%), BN (10.1%).
Biggest holdings (Q2 2026)
| Stock | Share of fund | Change this quarter |
|---|
| MA MASTERCARD INCORPORATED | 20% | |
| MCO MOODYS CORP | 10.3% | |
| BN BROOKFIELD CORP | 10.1% | Trimmed (was 11.3%) |
| KKR KKR & CO L P DEL | 9% | Trimmed (was 10.2%) |
| FICO FAIR ISAAC CORP | 8.5% | |
| ROP ROPER TECHNOLOGIES INC | 7.8% | |
| V VISA INC | 7.5% | Trimmed (was 8.1%) |
| CSGP COSTAR GROUP INC | 6.5% | |
| CPRT COPART INC | 4.4% | |
| ORLY OREILLY AUTOMOTIVE INC | 3.9% | Trimmed (was 5.9%) |
| ABNB AIRBNB INC | 3.3% | Trimmed (was 4.2%) |
| CCC CCC INTELLIGENT SOLUTIONS HL | 3% | |
| NOW SERVICENOW INC | 2.4% | |
| CRM SALESFORCE INC | 2.2% | |
| GSHD GOOSEHEAD INS INC | 0.4% | |
Big investment managers must list their US stock holdings with the SEC every quarter, up to 45 days after it ends. A 13F shows long stock positions only (no short bets, and few options), and it is how things stood on the last day of the quarter, not today.
What changed last quarter
- Trimmed BROOKFIELD CORP (now 10.1% of the fund)
- Trimmed VISA INC (now 7.5% of the fund)
- Trimmed KKR & CO L P DEL (now 9% of the fund)
- Trimmed OREILLY AUTOMOTIVE INC (now 3.9% of the fund)
- Trimmed AIRBNB INC (now 3.3% of the fund)
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