Chuck Akre Portfolio 2022 【Akre Capital Management】 – DATAROMA

Chuck Akre Stock Holdings for Q1 from Latest 13F Filing

Chuck established Akre Capital Management in 1989 following 21 years with inside the protections venture with NYSE part organization Johnston, Lemon and Co. At Johnston, Lemon, and Co. He became accountable for the division of the board, examination, and resource of the executives, among various things. Starting in June 1993, Akre ran the firm under the Friedman, Billings, Ramsey & Co. umbrella. In 2000, he returned the company to private ownership and relocated it to the small community of Middleburg, Virginia. So there you have it, Chuck Akre’s portfolio.

Portfolio Period: Q1 – 13F Filing of 2022

Chuck Akre Portfolio Value: $17.23 Billion

Chuck Akre Stock Holdings

StockCompany NameStock% of PortfolioValue% ChangeShares
MCOMoodys CorpMCO - Moodys Corp12.74%$ 2.20B0.02%5.62M
MAMastercard Inc Cl AMA - Mastercard Inc Cl A12.22%$ 2.11B0.05%5.86M
AMTAmerican Tower CorpAMT - American Tower Corp11.90%$ 2.05B0.02%7.01M
VVisa IncV - Visa Inc6.59%$ 1.14B0%5.24M
ORLYO'reilly Automotive IncORLY - O'reilly Automotive Inc6.47%$ 1.12B0.04%1.58M
KKRKkr & Co Inc Cl AKKR - Kkr & Co Inc Cl A6.37%$ 1.10B0%14.73M
KMXCarmax IncKMX - Carmax Inc5.51%$ 949.40M2.55%7.29M
ADBEAdobe Sys IncADBE - Adobe Sys Inc5.04%$ 867.65M0.01%1.53M
ROPRoper Technologies IncROP - Roper Technologies Inc4.75%$ 818M0.03%1.66M
BAMBamBAM - Bam4.60%$ 792.67M0.01%13.13M
CSGPCostar Group IncCSGP - Costar Group Inc4.48%$ 771.68M0.01%9.76M
CRMSalesforce.comCRM - Salesforce.com4.13%$ 711.56M0%2.80M
SBACSba Communications Corp New Cl ASBAC - Sba Communications Corp New Cl A3.49%$ 601.88M-19.84%1.55M
VRSKVerisk Analytics IncVRSK - Verisk Analytics Inc3.25%$ 559.25M0.03%2.45M
DHRDanaher CorpDHR - Danaher Corp3.16%$ 544.61M0%1.66M
DLTRDollar Tree Stores IncDLTR - Dollar Tree Stores Inc2.16%$ 372.69M-25.95%2.65M
ANSSAnsys IncANSS - Ansys Inc1.42%$ 244.59M0%609.76k
ALRMAlarm Com Hldgs IncALRM - Alarm Com Hldgs Inc0.97%$ 167.81M0%1.98M
DBRGDigitalbridge Group Inc Cl A ComDBRG - Digitalbridge Group Inc Cl A Com0.51%$ 87.50M0%10.50M
GSHDGoosehead Ins Inc Com Cl AGSHD - Goosehead Ins Inc Com Cl A0.22%$ 38.16M0%293.37k
BRKBBerkshire Hathaway Inc Cl BBRKB - Berkshire Hathaway Inc Cl B0.03%$ 5.23M0%17.50k
TDUPThredup Inc Cl ATDUP - Thredup Inc Cl A<.01%$ 287k0%22.50k
ESGREnstar Group Limited ComESGR - Enstar Group Limited Com0.00%$ 0-100%0
OLLIOllies Bargain Outlet Holdings Inc.OLLI - Ollies Bargain Outlet Holdings Inc.0.00%$ 0-100%0
FOCSFocus Finl Partners Inc Com Cl AFOCS - Focus Finl Partners Inc Com Cl A0.00%$ 0NEW0
BOMNBoston Omaha Corp ComBOMN - Boston Omaha Corp Com0.00%$ 0-100%0

Chuck Akre 13F Filings

Their last announced 13F filings for Q3 2021 included $17,920,618,000 in over 13F protections and a main 10 possessions convergence of 73.26%. Moody’s Corp is Akre Capital Management’s largest stake, with 5,621,097 shares. There are 106 13F filings, 10 13D filings, 47 13G filings, and 27 Form 4 filings for Whalewisdom.

The Akre Capital Management group centers growth around development in the fundamental financial worth per share – frequently characterized as book esteem per share – throughout the normal process of things working out. Quarterly “misses” are viewed as any open doors throughout the five-too-long term venture skyline.