Chuck Akre

Akre Capital Management LLC · Holdings as of Dec 31, 2024, filed by Feb 15, 2025 · US long stock positions only

Compounders held forever. Turnover near zero.

Reported value

$12B

18 positions shown

Copycat since 2016

3.07x

12% per year

vs SPY

behind

SPY 3.57x same window

Top position

17% of book

Copying these filings vs SPY

$1 at every deadline since 2016

Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.

Mar 2026 Dec 2025 Sep 2025 Jun 2025 Mar 2025 Dec 2024 Sep 2024 Jun 2024 Mar 2024 Dec 2023 Sep 2023 Jun 2023

The book

tile = share of the filed book · tap a tile for the ticker · Dec 2024

MA 17% KKR 13% MCO 13% BN 9% ORLY 9% V 9% AMT 9% ROP 7% CSGP 6% DHR 4% ABNB 3% CCC 1%

Symbol	Value	% of book	vs prior quarter
MA	$2.0B	17%	trimmed
KKR	$1.5B	13%	trimmed
MCO	$1.5B	13%	trimmed
BN	$1.1B	9%	unchanged
ORLY	$1.1B	9%	trimmed
V	$1.0B	9%	unchanged
AMT	$1.0B	9%	trimmed
ROP	$770M	7%	unchanged
CSGP	$667M	6%	added
DHR	$408M	4%	unchanged
ABNB	$348M	3%	unchanged
CCC	$125M	1%	unchanged
KMX	$55M	0%	trimmed
GSHD	$39M	0%	unchanged
DBRG	$9M	0%	trimmed
BRK.B	$7M	0%	unchanged
SOPH	$7M	0%	unchanged
VRSK	$3M	0%	trimmed

Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.