C
Chuck Akre
Akre Capital Management LLC · Holdings as of Jun 30, 2025, filed by Aug 15, 2025 · US long stock positions only
Compounders held forever. Turnover near zero.
Reported value
$10B
19 positions shown
Copycat since 2016
3.07x
12% per year
vs SPY
behind
SPY 3.57x same window
Top position
MA
18% of book
Copying these filings vs SPY $1 at every deadline since 2016
SPY 3.57x
Chuck Akre 3.07x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.
The book tile = share of the filed book · tap a tile for the ticker · Jun 2025
Symbol Value % of book vs prior quarter
MA $1.9B
18%
unchanged
BN $1.2B
12%
unchanged
KKR $1.2B
12%
unchanged
MCO $1.2B
11%
trimmed
V $1.1B
11%
unchanged
ORLY $848M
8%
added
ROP $816M
8%
unchanged
CSGP $748M
7%
unchanged
ABNB $460M
5%
added
DHR $351M
3%
unchanged
AMT $202M
2%
trimmed
CCC $139M
1%
added
CPRT $59M
1%
new
GSHD $39M
0%
unchanged
FICO $17M
0%
new
SOPH $12M
0%
added
KMX $10M
0%
trimmed
BRK.B $7M
0%
trimmed
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.