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
| Stock | Company Name | Stock | % of Portfolio | Value | % Change | Shares |
|---|---|---|---|---|---|---|
| MCO | Moodys Corp | MCO - Moodys Corp | 12.74% | $ 2.20B | 0.02% | 5.62M |
| MA | Mastercard Inc Cl A | MA - Mastercard Inc Cl A | 12.22% | $ 2.11B | 0.05% | 5.86M |
| AMT | American Tower Corp | AMT - American Tower Corp | 11.90% | $ 2.05B | 0.02% | 7.01M |
| V | Visa Inc | V - Visa Inc | 6.59% | $ 1.14B | 0% | 5.24M |
| ORLY | O'reilly Automotive Inc | ORLY - O'reilly Automotive Inc | 6.47% | $ 1.12B | 0.04% | 1.58M |
| KKR | Kkr & Co Inc Cl A | KKR - Kkr & Co Inc Cl A | 6.37% | $ 1.10B | 0% | 14.73M |
| KMX | Carmax Inc | KMX - Carmax Inc | 5.51% | $ 949.40M | 2.55% | 7.29M |
| ADBE | Adobe Sys Inc | ADBE - Adobe Sys Inc | 5.04% | $ 867.65M | 0.01% | 1.53M |
| ROP | Roper Technologies Inc | ROP - Roper Technologies Inc | 4.75% | $ 818M | 0.03% | 1.66M |
| BAM | Bam | BAM - Bam | 4.60% | $ 792.67M | 0.01% | 13.13M |
| CSGP | Costar Group Inc | CSGP - Costar Group Inc | 4.48% | $ 771.68M | 0.01% | 9.76M |
| CRM | Salesforce.com | CRM - Salesforce.com | 4.13% | $ 711.56M | 0% | 2.80M |
| SBAC | Sba Communications Corp New Cl A | SBAC - Sba Communications Corp New Cl A | 3.49% | $ 601.88M | -19.84% | 1.55M |
| VRSK | Verisk Analytics Inc | VRSK - Verisk Analytics Inc | 3.25% | $ 559.25M | 0.03% | 2.45M |
| DHR | Danaher Corp | DHR - Danaher Corp | 3.16% | $ 544.61M | 0% | 1.66M |
| DLTR | Dollar Tree Stores Inc | DLTR - Dollar Tree Stores Inc | 2.16% | $ 372.69M | -25.95% | 2.65M |
| ANSS | Ansys Inc | ANSS - Ansys Inc | 1.42% | $ 244.59M | 0% | 609.76k |
| ALRM | Alarm Com Hldgs Inc | ALRM - Alarm Com Hldgs Inc | 0.97% | $ 167.81M | 0% | 1.98M |
| DBRG | Digitalbridge Group Inc Cl A Com | DBRG - Digitalbridge Group Inc Cl A Com | 0.51% | $ 87.50M | 0% | 10.50M |
| GSHD | Goosehead Ins Inc Com Cl A | GSHD - Goosehead Ins Inc Com Cl A | 0.22% | $ 38.16M | 0% | 293.37k |
| BRKB | Berkshire Hathaway Inc Cl B | BRKB - Berkshire Hathaway Inc Cl B | 0.03% | $ 5.23M | 0% | 17.50k |
| TDUP | Thredup Inc Cl A | TDUP - Thredup Inc Cl A | <.01% | $ 287k | 0% | 22.50k |
| ESGR | Enstar Group Limited Com | ESGR - Enstar Group Limited Com | 0.00% | $ 0 | -100% | 0 |
| OLLI | Ollies Bargain Outlet Holdings Inc. | OLLI - Ollies Bargain Outlet Holdings Inc. | 0.00% | $ 0 | -100% | 0 |
| FOCS | Focus Finl Partners Inc Com Cl A | FOCS - Focus Finl Partners Inc Com Cl A | 0.00% | $ 0 | NEW | 0 |
| BOMN | Boston Omaha Corp Com | BOMN - Boston Omaha Corp Com | 0.00% | $ 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.