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.
Filings between 13Fs
Form 4 (insider trades, filed within 2 business days) and Schedule 13D/13G (stakes above 5%). Much fresher than a 13F, which can be 45 days old.
13G · passive stakeCcc Intelligent Solutions Holdings Inc.CCCMay 15, 2026
5.2% stake · 30.31M sharesSEC
MakklerAI
Ask MakklerAI about Chuck Akre's portfolio
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.