Charles T. Akre founded Akre Capital Management in 1989. The Investment philosophy is long-term value investing. The "three-legged stool" approach to investing was created by Charles Akre and it requires examining business models, rates of return, as well as reinvestment opportunities. They invest in a small number of stocks that they believe to be exceptional businesses.
Chuck Akre's investment strategy is showcased through his top five stock allocations. The largest holding is Mastercard Incorporated - Ordinary Shares - Class A, which represents 19.4% of his portfolio, indicating a strong conviction in the financial services sector’s growth potential. Moody’s Corp., with its significant role in credit ratings and risk analysis, forms 14.8% of his holdings, reflecting confidence in the firm's market dominance and stability.
Private equity and alternative asset management are clearly part of Akre's focus, as evidenced by KKR & Co. Inc, making up 13.3% of the investment mix. This shows an inclination towards companies capitalizing on diverse investment strategies. American Tower Corp., accounting for 10.0%, suggests a strategic investment in digital infrastructure given its vast network of communications sites.
Finally, O'Reilly Automotive, Inc., at 9.0%, highlights a bet on the resilience and steady performance of the retail automotive parts industry. Collectively, these stocks present insights into Chuck Akre's portfolio composition, signaling a preference for established businesses with enduring competitive advantages and long-term growth prospects in their respective industries.
Q4 2023
Sold 13.5% shares
Sold 13.5% in Q4 2023
Q4 2023
Sold 6.2% shares
Sold 6.2% in Q4 2023
Q4 2023
Sold 1.6% shares
Sold 1.6% in Q4 2023
Q4 2023
Increased shares by 0.5%
Added 0.5% in Q4 2023
Q4 2023
Sold 3.4% shares
Sold 3.4% in Q4 2023
Q4 2023
Sold 26.9% shares
Sold 26.9% in Q4 2023
Q4 2023
Sold 0.1% shares
Sold 0.1% in Q4 2023
Q4 2023
Sold 0.5% shares
Sold 0.5% in Q4 2023
Q4 2023
Increased shares by 0.1%
Added 0.1% in Q4 2023
Q3 2023
Sold 0.8% shares
Sold 0.8% in Q3 2023
Q4 2023
Sold 0.2% shares
Sold 0.2% in Q4 2023
Q4 2023
Sold 0.2% shares
Sold 0.2% in Q4 2023
Q4 2023
Sold 1.0% shares
Sold 1.0% in Q4 2023
Q4 2023
New holding
New holding in Q4 2023
Q3 2022
Sold 30.1% shares
Sold 30.1% in Q3 2022
Q4 2023
Sold 3.2% shares
Sold 3.2% in Q4 2023
Q4 2023
Sold 7.0% shares
Sold 7.0% in Q4 2023
Q4 2023
Sold 24.7% shares
Sold 24.7% in Q4 2023
Q3 2009
Sold -730 Thousand shares
Sold 100% in Q3 2009
Q3 2009
Sold -4.99 Thousand shares
Sold 100% in Q3 2009
Q3 2007
Sold -164 Thousand shares
Sold 100% in Q3 2007
Q3 2009
Sold -777 Thousand shares
Sold 100% in Q3 2009
Wireless Telecommunications Carriers (except Satellite)
Q3 2013
Sold -500 Thousand shares
Sold 100% in Q3 2013
Q4 2012
Sold -3.41 Thousand shares
Sold 100% in Q4 2012
Q3 2013
Sold -10.2 Thousand shares
Sold 100% in Q3 2013
Q2 2013
Sold -155 Thousand shares
Sold 100% in Q2 2013
Q3 2013
Sold -800 Thousand shares
Sold 100% in Q3 2013
Q2 2014
Sold -1.63 Million shares
Sold 100% in Q2 2014
Q2 2014
Sold -4.45 Thousand shares
Sold 100% in Q2 2014
Q3 2009
Sold -20.4 Thousand shares
Sold 100% in Q3 2009
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