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Chuck Akre — Founder & CIO — portfolio photo

Chuck Akre
Portfolio: Top Holdings & Stock Picks

Akre Capital Management LLC

Chuck Akre (Akre Capital Management LLC) disclosed 20 total holdings in its latest 13F filing dated 03/31/2026, with a portfolio value of $6.13 B and a turnover rate of 6.3%.

Portfolio Value
$6.13 B
Total Holdings
20
Latest Filing
Q1 2026
May 14, 2026
Turnover Rate
6.26%

Chuck Akre Top Holdings of Q1 2026

Chuck Akre Top Holdings of Q1 2026
Ticker Name Shares Value % of Portfolio Time Held % Change
MA
2.28 M $1.14 B 18.58% >10 Years -24.10%
BN
17.03 M $689.09 M 11.23% 3.2 Years -36.57%
KKR
6.72 M $621.42 M 10.13% 7.8 Years -17.12%
MCO
1.25 M $543.62 M 8.86% >10 Years -28.19%
V
1.64 M $495.31 M 8.07% >10 Years -38.77%
ROP
1.26 M $444.88 M 7.25% >10 Years +13.76%
10.35 M $417.45 M 6.80% 6.2 Years +7.59%
363,765 $388.33 M 6.33% 0.75 Years +31.11%
3.89 M $358.7 M 5.85% >10 Years -42.17%
8 M $265.56 M 4.33% 0.75 Years +1.66%

Recent Moves

Significant New Position
+717,799 Shares | +$133.99 M Value
Continues to build a major stake in the Technology sector
Q1 2026
Added to Core Holding
+86,320 Shares | +$92.15 M Value
Largest position increase in Technology sector
Q1 2026
Reduced Exposure to Position
-9.82 M Shares | -$397.28 M Value
Significant reduction in holdings of Financials
Q1 2026
Complete Exit
-69,516 Shares | -$15.91 M Value
Cleared DHR, sector remains in portfolio
Q1 2026

Chuck Akre's Historical Top Holdings Overview

Portfolio Date:

Chuck Akre Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
BN
03/31/2026 Reduce -36.6% 17.03 M -9.82 M $397.28 M
MA
03/31/2026 Reduce -24.1% 2.28 M -724,174 $361.84 M
V
03/31/2026 Reduce -38.8% 1.64 M -1.04 M $313.67 M
03/31/2026 Reduce -42.2% 3.89 M -2.83 M $261.61 M
MCO
03/31/2026 Reduce -28.2% 1.25 M -489,117 $213.38 M
03/31/2026 Reduce -41.4% 2.03 M -1.44 M $181.69 M
CRM
03/31/2026 New Buy 717,799 717,799 $133.99 M
KKR
03/31/2026 Reduce -17.1% 6.72 M -1.39 M $128.39 M
NOW
03/31/2026 New Buy 1.1 M 1.1 M $114.6 M
03/31/2026 Add 31.1% 363,765 86,320 $92.15 M

Chuck Akre's Portfolio Sector Breakdown

Portfolio Date:

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.

Frequently Asked Questions

As of 03/31/2026, Chuck Akre holds 19 stocks. Top positions include MA, BN, KKR, MCO, V. For full portfolio details, please visit Chuck Akre’s portfolio.

In Q1 2026, Chuck Akre’s largest purchase by dollar amount was CRM. For complete transaction details, please visit Chuck Akre’s portfolio.

According to the 13F filing for Q1 2026, Chuck Akre increased their stake in FICO.

Chuck Akre's firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.