Rating #129
Chuck Akre
Akre Capital Management
Portfolio value
Stocks
Performance
1 Year
-10.24%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Chuck Akre’s Portfolio: Q4 2025
Top10 stocks: 93.17% of the portfolio
Chuck Akre’s Trades: Q4 2025
Adds
New Buys
Sold Outs
Cuts
0.37ppt
1.48ppt
C
Share Count Chg. (%)
+52.65%
0.69ppt
1.25ppt
-0.74ppt
0.03ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  BN | +39.69% | $45.61 | $347.90M | 0.37ppt | |
2  CPRT | +85.71% | $41.46 | $150.55M | 1.48ppt | |
+52.65% | $8.13 | $69.65M | 0.69ppt | ||
4  FICO | +6.36% | $1721.38 | $28.57M | 1.25ppt | |
5  CSGP | +3.35% | $70.84 | $22.05M | -0.74ppt | |
6  GSHD | +1.36% | $71.25 | $354.18K | 0.03ppt |
Chuck Akre’s Holdings: Q4 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  MA | Other Business Services | $101.71 | -4.76% | 3.01M | $1.72B | 18.81% 0.92ppt | 0.34% | 64 Quarters | Q4 2025 | |
2 BN | Nonresidential buildings | $37.02 | +39.69% | 26.84M | $1.23B | 13.51% 0.37ppt | 1.20% | 13 Quarters | Q4 2025 | |
3  KKR | Investment Advice | $28.98 | -6.97% | 8.11M | $1.03B | 11.33% 0.04ppt | 0.91% | 31 Quarters | Q4 2025 | |
4  V | Other Business Services | $73.56 | -9.99% | 2.68M | $938.72M | 10.29% 0.17ppt | 0.14% | 55 Quarters | Q4 2025 | |
5  MCO | Consumer Credit Reporting | $72.23 | -18.11% | 1.74M | $886.44M | 9.72% -0.35ppt | 0.97% | 55 Quarters | Q4 2025 | |
6 CSGP | Other Business Services | $67.95 | +3.35% | 9.62M | $646.70M | 7.09% -0.74ppt | 2.29% | 25 Quarters | Q4 2025 | |
7  ORLY | Retail-Auto & Home Supply | $96.62 | -21.98% | 6.72M | $612.91M | 6.72% -2.54ppt | 0.80% | 60 Quarters | Q4 2025 | |
8  ROP | Industrial Instruments | $191.79 | -4.45% | 1.11M | $491.94M | 5.39% -0.36ppt | 1.03% | 48 Quarters | Q4 2025 | |
9  ABNB | Dwelling & Building Services | $133.81 | 0.00% | 3.47M | $471.39M | 5.17% 0.96ppt | 0.57% | 7 Quarters | Q2 2025 | |
10 FICO | Other Business Services | $1519.07 | +6.36% | 277.45K | $469.05M | 5.14% 1.25ppt | 1.17% | 3 Quarters | Q4 2025 | |
11 CPRT | Retail-Auto Dealers & Gas | $42.91 | +85.71% | 7.87M | $308.03M | 3.38% 1.48ppt | 0.81% | 3 Quarters | Q4 2025 | |
12 C CCCS | Prepackaged Software | $9.55 | +52.65% | 24.84M | $197.45M | 2.16% 0.69ppt | 3.93% | 8 Quarters | Q4 2025 | |
13  AMT | Real Estate Investment Trusts | $90.30 | -42.36% | 255.27K | $44.82M | 0.49% -0.36ppt | 0.05% | 55 Quarters | Q4 2025 | |
14 GSHD | Insurance Agents & Brokers | $60.73 | +1.36% | 371.10K | $27.33M | 0.30% 0.03ppt | 1.48% | 29 Quarters | Q4 2025 | |
15  SOPH | Biological products | $3.96 | 0.00% | 3.72M | $17.37M | 0.19% 0.01ppt | 5.49% | 8 Quarters | Q2 2025 | |
16  DHR | Industrial Instruments | $67.54 | -92.05% | 69.52K | $15.91M | 0.17% -1.55ppt | 0.01% | 49 Quarters | Q4 2025 | |
17  BRK.B | Casualty Insurance | $106.66 | -14.89% | 11.90K | $5.98M | 0.07% -0.01ppt | 0.00% | 64 Quarters | Q4 2025 | |
18  KMX | Retail-Auto Dealers & Gas | $60.35 | 0.00% | 150.60K | $5.82M | 0.06% -0.00ppt | 0.10% | 49 Quarters | Q2 2025 |
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