Chuck Akre Portfolio 2023 【Akre Capital Management】 – DATAROMA

Chuck Akre Stock Holdings for Q3 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: Q3 – 13F Filing of 2022

Chuck Akre Portfolio Value: $11.32 Billion

Chuck Akre Stock Holdings

Stock% PortfolioValueShares% Change
MA - Mastercard Inc Cl A14.79%$ 1.68B5.89M0.48% (+27.98k)
AMT - American Tower Corp13.22%$ 1.50B6.97M0%
MCO - Moodys Corp12.25%$ 1.39B5.70M0% (+280)
ORLY - O'reilly Automotive Inc9.14%$ 1.04B1.47M-6.36% (-100k)
V - Visa Inc8.23%$ 931.73M5.24M0%
KKR - Kkr & Co Inc Cl A5.87%$ 664.48M15.45M0.5% (+77.01k)
ROP - Roper Technologies Inc5.26%$ 595.44M1.66M0%
BAM - Bam4.83%$ 546.57M13.37M0.43% (+57k)
CSGP - Costar Group Inc4.37%$ 495.31M7.11M0%
KMX - Carmax Inc4.29%$ 485.45M7.35M0.07% (+4.83k)
ADBE - Adobe Sys Inc4.05%$ 458.45M1.67M0.33% (+5.50k)
CRM - Salesforce.com3.93%$ 445.26M3.10M0.83% (+25.50k)
DHR - Danaher Corp3.78%$ 427.55M1.66M0%
VRSK - Verisk Analytics Inc3.68%$ 416.82M2.44M0%
SNOW - Snowflake Inc Cl A1.50%$ 169.96M1M0%
DBRG - Digitalbridge Group Inc Cl A Com0.51%$ 57.84M4.62M12.84% (+526.10k)
ALRM - Alarm Com Hldgs Inc0.15%$ 17.12M263.94k0%
GSHD - Goosehead Ins Inc Com Cl A0.08%$ 8.68M243.67k-30.05% (-104.69k)
DLTR - Dollar Tree Stores Inc0.04%$ 4.48M32.91k0%
BRKB - Berkshire Hathaway Inc Cl B0.04%$ 4.57M17.11k0%
TDUP - Thredup Inc Cl A0.00%$00-100% (-22.50k)

Chuck Akre 13F Filings

Their last announced 13F filings for Q3 2022 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.