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.
Portfolio value (13F)
$11.37BQ2 2024
$12.02BQ3 2024
$11.56BQ4 2024
$10.40BQ1 2025
$10.21BQ2 2025
$10.03BQ3 2025
$9.12BQ4 2025
$6.12BQ1 2026
$5.11BQ2 2026
| Quarter | Value | Positions | New | Added | Trimmed | Sold | Quarterly turnover |
|---|---|---|---|---|---|---|---|
| Q2 2026 | $5.11B | 19 | 0 | 2 | 12 | 0 | 1.0% |
| Q1 2026 | $6.12B | 19 | 3 | 6 | 9 | 2 | 7.8% |
| Q4 2025 | $9.12B | 18 | 0 | 6 | 9 | 1 | 6.7% |
| Q3 2025 | $10.03B | 19 | 0 | 3 | 9 | 0 | 5.3% |
| Q2 2025 | $10.21B | 19 | 2 | 5 | 7 | 1 | 4.6% |
| Q1 2025 | $10.40B | 18 | 0 | 3 | 11 | 0 | 0.6% |
| Q4 2024 | $11.56B | 18 | 0 | 1 | 9 | 0 | 0.2% |
| Q3 2024 | $12.02B | 18 | 0 | 5 | 10 | 1 | 2.4% |
| Q2 2024 | $11.37B | 19 | — | — | — | — | — |
Weight of the largest positions
The latest quarter's 10 largest positions, with their weights in earlier quarters.
| Stock | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|
| MA | 15.7% | 16.1% | 16.9% | 17.6% | 18.1% | 17.9% | 18.8% | 18.6% | 20.0% |
| MCO | 15.6% | 13.3% | 12.6% | 10.9% | 11.3% | 10.1% | 9.7% | 8.9% | 10.3% |
| BN | 6.7% | 8.4% | 9.4% | 9.6% | 11.6% | 13.1% | 13.5% | 11.3% | 10.1% |
| KKR | 12.7% | 12.4% | 13.2% | 9.8% | 11.5% | 11.3% | 11.3% | 10.2% | 9.0% |
| FICO | — | — | — | — | 0.2% | 3.9% | 5.1% | 6.3% | 8.5% |
| ROP | 7.7% | 6.9% | 6.7% | 8.2% | 8.0% | 5.8% | 5.4% | 7.3% | 7.8% |
| V | 7.6% | 7.5% | 8.9% | 10.7% | 11.0% | 10.1% | 10.3% | 8.1% | 7.5% |
| CSGP | 5.7% | 5.6% | 5.8% | 7.1% | 7.3% | 7.8% | 7.1% | 6.8% | 6.5% |
| CPRT | — | — | — | — | 0.6% | 1.9% | 3.4% | 4.3% | 4.4% |
| ORLY | 8.9% | 8.8% | 9.2% | 11.9% | 8.3% | 9.3% | 6.7% | 5.9% | 3.9% |
| ABNB | 1.2% | 2.8% | 3.0% | 3.4% | 4.5% | 4.2% | 5.2% | 4.2% | 3.3% |
| CCC | 0.8% | 1.0% | 1.1% | 1.1% | 1.4% | 1.5% | 2.2% | 3.1% | 3.0% |
| NOW | — | — | — | — | — | — | — | 1.9% | 2.4% |
| CRM | — | — | — | — | — | — | — | 2.2% | 2.2% |
| GSHD | 0.2% | 0.3% | 0.3% | 0.4% | 0.4% | 0.3% | 0.3% | 0.3% | 0.4% |
| SOPH | <0.1% | <0.1% | <0.1% | <0.1% | 0.1% | 0.2% | 0.2% | 0.3% | 0.4% |
| PRM | — | — | — | — | — | — | — | <0.1% | 0.2% |
| AMT | 10.5% | 11.7% | 8.7% | 5.4% | 2.0% | 0.8% | 0.5% | 0.1% | <0.1% |
| BRK-B | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% | <0.1% |
MakklerAI
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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.