Great investors · Chuck Akre · Q4 2024
What Chuck Akre bought and sold in Q4 2024
Akre Capital Management 13F portfolio as of Dec 31, 2024: 18 positions worth $11.6 bn. Largest: MA, KKR, MCO, BN. Filed with the SEC on Feb 13, 2025.
The 13F is filed by Akre Capital Management, not by Chuck Akre personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q4 2024
No purchase of 0.5 points of the portfolio or more this quarter.
Sells in Q4 2024
- ReducedKKRKKR−1.4 pp
- ReducedMoody'sMCO−1.1 pp
- ReducedMastercardMA−1.0 pp
- ReducedAmerican TowerAMT−0.8 pp
4 companies with material moves, out of 10 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Akre Capital Management's Q4 2024 13F lists 18 lines of US-listed securities worth $11.6 bn; the largest is MA at 16.9% of the portfolio. It was accepted by the SEC on Feb 13, 2025 at 3:36 PM ET.
Against the previous quarter, it opened no new positions, closed none, added to 1 (CSGP) and trimmed 9 (KKR, MCO, MA and AMT and 5 more). 8 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Mastercard MA | 3.7 M | $2.0 bn | 16.9% | −5.5% |
| 2 | KKR KKR | 10.3 M | $1.5 bn | 13.2% | −9.7% |
| 3 | Moody's MCO | 3.1 M | $1.5 bn | 12.6% | −8.4% |
| 4 | Brookfield BN | 19.0 M | $1.1 bn | 9.43% | no change |
| 5 | O Reilly Automotive ORLY | 895,280 | $1.1 bn | 9.18% | −2.6% |
| 6 | Visa V | 3.3 M | $1.0 bn | 8.94% | no change |
| 7 | American Tower AMT | 5.5 M | $1.0 bn | 8.73% | −9.1% |
| 8 | Roper Technologies ROP | 1.5 M | $770M | 6.66% | −1.2% |
| 9 | CoStar Group CSGP | 9.3 M | $667M | 5.77% | +4.3% |
| 10 | Danaher DHR | 1.8 M | $408M | 3.53% | no change |
| 11 | Airbnb ABNB | 2.6 M | $348M | 3.01% | no change |
| 12 | CCC Intelligent Solutions Holdings CCC | 10.7 M | $125M | 1.08% | no change |
| 13 | Carmax KMX | 667,437 | $54.6M | 0.47% | −49% |
| 14 | Goosehead Insurance GSHD | 366,125 | $39.3M | 0.34% | no change |
| 15 | DigitalBridge Group DBRG | 764,730 | $8.6M | 0.07% | −42% |
| 16 | Berkshire Hathaway BRK/B | 15,274 | $6.9M | 0.06% | no change |
| 17 | SOPHiA GENETICS SOPH | 2.2 M | $6.9M | 0.06% | no change |
| 18 | Verisk Analytics VRSK | 11,301 | $3.1M | 0.03% | −8.7% |
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Akre Capital Management's 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.