C
Chuck Akre
Akre Capital Management LLC · Holdings as of Sep 30, 2025, filed by Nov 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 · Sep 2025
Symbol Value % of book vs prior quarter
MA $1.8B
18%
trimmed
BN $1.3B
13%
unchanged
KKR $1.1B
11%
unchanged
V $1.0B
10%
trimmed
MCO $1.0B
10%
trimmed
ORLY $929M
9%
trimmed
CSGP $785M
8%
unchanged
ROP $577M
6%
trimmed
ABNB $422M
4%
unchanged
FICO $390M
4%
added
CPRT $191M
2%
added
DHR $173M
2%
trimmed
CCC $148M
1%
added
AMT $85M
1%
trimmed
GSHD $27M
0%
unchanged
SOPH $18M
0%
unchanged
BRK.B $7M
0%
unchanged
KMX $7M
0%
unchanged
VRSK $2M
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.