Rating #141
Chuck Akre
Akre Capital Management
Portfolio value
Stocks
Performance
1 Year
-26.59%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Chuck Akre’s Portfolio: Q1 2026
Top10 stocks: 87.43% of the portfolio
Chuck Akre’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
1.19ppt
1.86ppt
C
Share Count Chg. (%)
Add +26.88%
0.92ppt
-0.29ppt
0.95ppt
0.01ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  FICO | Add +31.11% | $1371.63 | $118.40M | 1.19ppt | |
2  ROP | Add +13.76% | $368.91 | $56.10M | 1.86ppt | |
Add +26.88% | $6.55 | $43.73M | 0.92ppt | ||
4  CSGP | Add +7.60% | $52.06 | $38.03M | -0.29ppt | |
5  CPRT | Add +1.66% | $37.57 | $4.92M | 0.95ppt | |
6  GSHD | Add +19.48% | $55.93 | $4.04M | 0.01ppt |
Chuck Akre’s Holdings: Q1 2026
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 | Cut -24.10% | 2.28M | $1.14B | 18.58% -0.23ppt | 0.25% | 65 Quarters | Q1 2026 | |
2  BN | Nonresidential buildings | $37.02 | Cut -36.57% | 17.03M | $689.09M | 11.23% -2.27ppt | 0.68% | 14 Quarters | Q1 2026 | |
3  KKR | Investment Advice | $28.98 | Cut -17.12% | 6.72M | $621.42M | 10.13% -1.20ppt | 0.75% | 32 Quarters | Q1 2026 | |
4  MCO | Consumer Credit Reporting | $72.23 | Cut -28.19% | 1.25M | $543.62M | 8.86% -0.86ppt | 0.70% | 56 Quarters | Q1 2026 | |
5  V | Other Business Services | $73.56 | Cut -38.77% | 1.64M | $495.31M | 8.07% -2.22ppt | 0.09% | 56 Quarters | Q1 2026 | |
6 ROP | Industrial Instruments | $211.40 | Add +13.76% | 1.26M | $444.88M | 7.25% 1.86ppt | 1.17% | 49 Quarters | Q1 2026 | |
7 CSGP | Other Business Services | $66.00 | Add +7.60% | 10.35M | $417.45M | 6.80% -0.29ppt | 2.48% | 26 Quarters | Q1 2026 | |
8 FICO | Other Business Services | $1411.92 | Add +31.11% | 363.77K | $388.33M | 6.33% 1.19ppt | 1.53% | 4 Quarters | Q1 2026 | |
9  ORLY | Retail-Auto & Home Supply | $96.62 | Cut -42.17% | 3.89M | $358.70M | 5.85% -0.87ppt | 0.46% | 61 Quarters | Q1 2026 | |
10 CPRT | Retail-Auto Dealers & Gas | $42.75 | Add +1.66% | 8.00M | $265.56M | 4.33% 0.95ppt | 0.83% | 4 Quarters | Q1 2026 | |
11  ABNB | Dwelling & Building Services | $133.81 | Cut -41.42% | 2.03M | $256.91M | 4.19% -0.98ppt | 0.33% | 8 Quarters | Q1 2026 | |
12 C CCCS | Prepackaged Software | $9.08 | Add +26.88% | 31.51M | $189.08M | 3.08% 0.92ppt | 5.13% | 9 Quarters | Q1 2026 | |
13  CRM | Prepackaged Software | $186.67 | New Buy +100.00% | 717.80K | $133.99M | 2.18% 2.18ppt | 0.08% | 1 Quarter | Q1 2026 | |
14  NOW | Prepackaged Software | $104.55 | New Buy +100.00% | 1.10M | $114.60M | 1.87% 1.87ppt | 0.11% | 1 Quarter | Q1 2026 | |
15 GSHD | Insurance Agents & Brokers | $57.79 | Add +19.48% | 443.39K | $18.91M | 0.31% 0.01ppt | 1.78% | 30 Quarters | Q1 2026 | |
16 CRM Call | Prepackaged Software | $186.67 | New Buy +100.00% | 100.00K | $18.67M | 0.30% 0.30ppt | - | 1 Quarter | Q1 2026 | |
17  SOPH | Biological products | $3.96 | 0.00% | 3.72M | $18.41M | 0.30% 0.11ppt | 5.51% | 9 Quarters | Q2 2025 | |
18  AMT | Real Estate Investment Trusts | $90.30 | Cut -80.11% | 50.77K | $8.76M | 0.14% -0.35ppt | 0.01% | 56 Quarters | Q1 2026 | |
19  PRM | Chemicals & Products | $24.42 | New Buy +100.00% | 250.00K | $6.11M | 0.10% 0.10ppt | 0.17% | 1 Quarter | Q1 2026 | |
20  BRK.B | Casualty Insurance | $106.66 | Cut -13.13% | 10.34K | $4.95M | 0.08% 0.02ppt | 0.00% | 65 Quarters | Q1 2026 |
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