Great investors · Chuck Akre
Chuck Akre portfolio · Q2 2026
Chuck Akre, founder of Akre Capital Management. This is the stock portfolio Akre Capital Management reported to the SEC (Form 13F) as of Jun 30, 2026, filed on Aug 14, 2026.
The 13F is filed by the firm, not the person: when this page says what Chuck Akre “owns” or “bought”, it means the positions of Akre Capital Management as a whole.
Next 13F: Q3 2026 usually filed ~Nov 13, 2026; deadline Nov 16, 2026. See the quarter page →
What stocks does Chuck Akre own?
The largest positions of Akre Capital Management in Q2 2026 are MA, MCO, BN, KKR, FICO.
- 1MastercardMAReduced20.0%Since at least Q2 2013 · 53 quartersIt bought in 7 quarters. Quarter-end prices of those quarters per 13F: $57.45 to $295.70.
- 2Moody'sMCOReduced10.3%Since at least Q2 2013 · 53 quartersIt bought in 8 quarters. Quarter-end prices of those quarters per 13F: $60.93 to $112.04.
- 3BrookfieldBNReduced10.1%Since Q3 2019 · 28 quartersIt bought in 10 quarters. Quarter-end prices of those quarters per 13F: $20.97 to $44.47.
- 4KKRKKRReduced9.0%Since Q2 2018 · 33 quartersIt bought in 6 quarters. Quarter-end prices of those quarters per 13F: $19.63 to $61.60.
- 5Fair IsaacFICO8.5%Since Q2 2025 · 5 quartersIt bought in 4 quarters. Quarter-end prices of those quarters per 13F: $1,067.54 to $1,827.96.
- 6Roper TechnologiesROPReduced7.8%Since Q1 2014 · 50 quartersIt bought in 13 quarters. Quarter-end prices of those quarters per 13F: $133.51 to $395.11.
- 7VisaVReduced7.5%Since at least Q2 2013 · 53 quartersIt bought in 5 quarters. Quarter-end prices of those quarters per 13F: $45.69 to $161.12.
- 8CoStar GroupCSGPIncreased6.5%Since Q4 2019 · 27 quartersIt bought in 11 quarters. Quarter-end prices of those quarters per 13F: $28.32 to $82.19.
- 9CopartCPRT4.4%Since Q2 2025 · 5 quartersIt bought in 4 quarters. Quarter-end prices of those quarters per 13F: $33.20 to $49.07.
- 10O Reilly AutomotiveORLYReduced3.9%Since at least Q2 2013 · 53 quartersIt bought in 4 quarters. Quarter-end prices of those quarters per 13F: $7.51 to $15.07.
“Since”: first quarter of the current run, unbroken until today. Prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
What did Chuck Akre buy in Q2 2026?
- IncreasedCoStar GroupCSGP+13% shares · 6.5% of portfolio
- IncreasedServiceNowNOW+14% shares · 2.4% of portfolio
What did Chuck Akre sell in Q2 2026?
- ReducedBrookfieldBN−29% shares · 10.1% of portfolio
- ReducedVisaV−32% shares · 7.5% of portfolio
- ReducedKKRKKR−26% shares · 9.0% of portfolio
- ReducedO Reilly AutomotiveORLY−44% shares · 3.9% of portfolio
- ReducedMastercardMA−13% shares · 20.0% of portfolio
- ReducedAirbnbABNB−42% shares · 3.3% of portfolio
- ReducedMoody'sMCO−7.2% shares · 10.3% of portfolio
- ReducedRoper TechnologiesROP−6.4% shares · 7.8% of portfolio
2 positions opened or added to and 11 trimmed or closed, against the previous quarter's 13F. Each is measured the same way across the page: how much the share count changed and its weight in the portfolio today (share classes of the same company added together). The 13F has 13 positions with a change, 8 of them material (0.5 points of the portfolio or more). All full exits are listed, even those that moved less than 0.5 points of the portfolio.
How its portfolio changed (8 quarters)
Q2 2026: 19
Q2 2026: 88%
Q2 2026: 9.1%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Declared options (1)
Besides stocks, Akre Capital Management declared 1 call (they gain if it rises) with a notional of $15.7M. The 13F reports the value of the underlying shares, not the premium paid, so these figures look large and are not added to the portfolio. Nor does it say whether the option is bought or written, or its strike or expiry: it may be a hedge.
- CALLSalesforceCRM$15.7M
Source: SEC 13F filings show the portfolio at quarter end and are filed up to 45 days later: positions may have changed. They only cover U.S.-listed stocks and some others; no short positions or cash. Not investment advice.