About Chuck Akre
Charles T. "Chuck" Akre is an American investor and the founder of Akre Capital Management. He is widely regarded as one of the best long-term compounders in the investment world. His patient, business-focused approach has led to an exceptional track record managing his firm's concentrated portfolio. Akre is known for his clarity of thought and his ability to identify and hold onto extraordinary businesses for decades.
Chuck Akre Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 3.3 M | $1.85 B | 18.14% | >10 Years | -1.07% | ||
| 28.83 M | $1.19 B | 11.64% | 2.5 Years | +0.66% | ||
| 8.85 M | $1.18 B | 11.53% | 7 Years | 0.00% | ||
| 2.31 M | $1.16 B | 11.33% | >10 Years | -5.34% | ||
| 3.18 M | $1.13 B | 11.04% | >10 Years | 0.00% | ||
| 9.41 M | $848.19 M | 8.31% | >10 Years | -27.38% | ||
| 1.44 M | $815.95 M | 7.99% | >10 Years | -0.67% | ||
| 9.31 M | $748.46 M | 7.33% | 5.5 Years | -0.05% | ||
| 3.47 M | $459.65 M | 4.50% | 1 Years | +19.04% | ||
| 1.78 M | $350.71 M | 3.43% | >10 Years | 0.00% |
Recent Moves
Significant New Position
+1.2 M Shares | +$58.88 M Value
Continues to build a major stake in the Industrials sector
2025 Q2
Added to Core Holding
+555,510 Shares | +$73.52 M Value
Largest position increase in Consumer Discretionary sector
2025 Q2
Reduced Exposure to Position
-1.67 M Shares | -$369.97 M Value
Significant reduction in holdings of Real Estate
2025 Q2
Complete Exit
-164,740 Shares | -$1.45 M Value
Cleared DBRG, sector remains in portfolio
2025 Q2
Chuck Akre's Historical Top Holdings Breakdown
Portfolio Date:
Chuck Akre Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | Reduce -64.7% | 915,249 | -1.67 M | $369.97 M | ||
| 06/30/2025 | Reduce -27.4% | 9.41 M | -3.55 M | $319.78 M | ||
| 06/30/2025 | Add 19.0% | 3.47 M | 555,510 | $73.52 M | ||
| 06/30/2025 | Reduce -5.3% | 2.31 M | -130,034 | $65.22 M | ||
| 06/30/2025 | New Buy | 1.2 M | 1.2 M | $58.88 M | ||
| 06/30/2025 | Reduce -1.1% | 3.3 M | -35,790 | $20.11 M | ||
| 06/30/2025 | New Buy | 9,148 | 9,148 | $16.72 M | ||
| 06/30/2025 | Add 12.0% | 14.77 M | 1.58 M | $14.87 M | ||
| 06/30/2025 | Add 0.7% | 28.83 M | 187,903 | $7.75 M | ||
| 06/30/2025 | Reduce -0.7% | 1.44 M | -9,720 | $5.51 M |