Chuck Akre
Akre Capital Management
Founder of Akre Capital, known for his 'three-legged stool': a great business, talented management and room to reinvest.
13F portfolio value
Q2 2026
$5.11B
1-year growth
-50.0%
2-year growth
-55.1%
Positions
19
Top 10 share
87.9%
Quarterly turnover
1.0%
Last filed
Aug 14, 2026
Q2 2026: summary
MakklerAI- At June 30, the portfolio was $5.1B across 19 positions; its top 10 holdings made up 87.9%.
- MA remained the largest holding at 20.0% ($1.0B), up from 18.6% in March despite a 12.8% share reduction.
- BN, V and KKR were cut 28.8%, 32.2% and 25.8%, respectively; ORLY was reduced 44.4%.
- CSGP and NOW were increased 13.1% and 13.7%; turnover was 1.0%, with 2 additions and 12 reductions.
PROEstimated trade prices are PRO
See the average price in the quarter of each buy and sale and the move since. The first row of each group is open as a preview.
New positions 0
Est. buy price PRONone this quarter.
Added to 2
Est. buy price PRO
CSGP+13.1%CoStar Group, Inc.6.5%
0.75 pt impact
$34.40
-12.8% since
NOW+13.7%ServiceNow, Inc.2.4%
0.29 pt impact
Trimmed 12
Est. sell price PRO
BN-28.8%Brookfield Corporation10.1%
-4.09 pt impact
$44.71
-18.0% since
V-32.2%Visa Inc. Class A7.5%
-3.55 pt impact
KKR-25.8%KKR & Co Inc9.0%
-3.12 pt impact
ORLY-44.4%O'Reilly Automotive, Inc.3.9%
-3.11 pt impact
MA-12.8%Mastercard Incorporated Class A20.0%
-2.93 pt impact
ABNB-41.8%Airbnb, Inc. Class A3.3%
-2.38 pt impact
MCO-7.2%Moody's Corporation10.3%
-0.79 pt impact
ROP-6.4%Roper Technologies, Inc.7.8%
-0.53 pt impact
CCC-5.2%CCC Intelligent Solutions Holdings Inc3.0%
-0.17 pt impact
AMT-42.4%American Tower Corporation<0.1%
-0.07 pt impact
FICO-0.5%Fair Isaac Corporation8.5%
-0.05 pt impact
BRK-B-20.8%Berkshire Hathaway Inc. Class B<0.1%
-0.02 pt impact
Sold out 0
Est. sell price PRONone this quarter.
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Explore this quarter's moves and where each position stands against its estimated buy price and Makkler Fair Value. Answers are based on the 13F and today's prices.