Chuck Akre
Net sellingAkre Capital Management Llc — managed by Chuck Akre; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-14) · Source: SEC EDGAR
Akre Capital Management Llc's most recent 13F filing, for the quarter ended 2026-03-31, reports 20 positions worth $6.13B. The top 5 holdings represent 57% of that value, a moderately concentrated portfolio.
The single largest position is Mastercard Incorporated at 18.6% of the portfolio, followed by Brookfield Corp at 11.2% and Kkr & Co L P at 10.1%.
Against the prior quarter, Chuck Akre opened 4 new positions, exited 2, added to 6, and trimmed 9. The largest new buy was Salesforce Inc. The most notable sale was the full exit from Carmax Inc.
Across all 8 quarters on file, Mastercard Incorporated has appeared in every filing, as has Brookfield Corp. Mastercard Incorporated currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
None of Chuck Akre's tracked holdings are in the strike zone right now.
Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.
Next · is it cheap
Chuck Akre has no positions in the strike zone right now.
Browse the whole market by value band- Value$1.14BValuationAbove valueHolders18Weight (prev→now)18.8% → 18.6% ▼
- Value$689.1MValuation—Holders8Weight (prev→now)13.5% → 11.2% ▼
- Value$621.4MValuation—Holders—Weight (prev→now)11.3% → 10.1% ▼
- Value$543.6MValuationAbove valueHolders16Weight (prev→now)9.7% → 8.9% ▼
- Value$495.3MValuation—Holders26Weight (prev→now)10.3% → 8.1% ▼
- Value$444.9MValuationAbove valueHolders3Weight (prev→now)5.4% → 7.3% ▲
- Value$417.4MValuation—Holders5Weight (prev→now)7.1% → 6.8% ▲
- Value$388.3MValuationAbove valueHolders7Weight (prev→now)5.1% → 6.3% ▲
- Value$358.7MValuationAbove valueHolders4Weight (prev→now)6.7% → 5.8% ▼
- Value$265.6MValuationAbove valueHolders5Weight (prev→now)3.4% → 4.3% ▲
- Value$256.9MValuationWithin bandHolders6Weight (prev→now)5.2% → 4.2% ▼
- Value$189.1MValuation—Holders1Weight (prev→now)2.2% → 3.1% ▲
- Value$134.0MValuationAbove valueHolders8Weight (prev→now)New · 2.2%
- Value$114.6MValuationAbove valueHolders4Weight (prev→now)New · 1.9%
- Value$18.9MValuationAbove valueHolders2Weight (prev→now)0.3% → 0.3% ▲
- Value$18.7MValuationAbove valueHolders8Weight (prev→now)New · 0.3%
- Value$18.4MValuation—Holders1Weight (prev→now)0.2% → 0.3%
- Value$8.8MValuationAbove valueHolders4Weight (prev→now)0.5% → 0.1% ▼
- Value$6.1MValuation—Holders2Weight (prev→now)New · 0.1%
- Value$5.0MValuation—Holders22Weight (prev→now)0.1% → 0.1% ▼
Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-14
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