Chuck Akre portfolio
Updated November 15, 2026
Chuck Akre (Akre Capital) — Chuck Akre handed management to John Neff and Chris Cerrone in 2020; the “three-legged stool” remains: great business, great managers, room to reinvest.
According to the latest 13F report that Akre Capital filed with the SEC (Q3 2026, filed November 13, 2026), its US stock portfolio is worth about $4.4B across 20 holdings. The largest positions are Mastercard Inc - AMA, Moody's CorpMCO, KKR & Co IncKKR, and the top 10 make up 87% of the portfolio.
| # | Stock | Weight | Value | Change this quarter |
|---|---|---|---|---|
| 1 | Mastercard Inc - AMA | 22.0% | $970M | Trimmed +12% |
| 2 | Moody's CorpMCO | 10.5% | $463M | Trimmed +12% |
| 3 | KKR & Co IncKKR | 8.9% | $394M | Trimmed +13% |
| 4 | Brookfield CorpBN | 8.7% | $383M | Trimmed +13% |
| 5 | Roper Technologies IncROP | 8.0% | $350M | Trimmed +15% |
| 6 | Visa Inc-class A SharesV | 7.6% | $334M | Trimmed +16% |
| 7 | Costar Group IncCSGP | 6.7% | $296M | Trimmed +8% |
| 8 | Fair Isaac CorpFICO | 5.1% | $223M | Added +4% |
| 9 | Copart IncCPRT | 4.6% | $202M | Trimmed +7% |
| 10 | CCC Intelligent Solutions HOCCC | 4.4% | $194M | Trimmed +2% |
| 11 | O'reilly Automotive IncORLY | 3.9% | $173M | Trimmed +6% |
| 12 | Servicenow IncNOW | 3.8% | $167M | — |
| 13 | Salesforce IncCRM | 3.7% | $165M | — |
| 14 | Sophia Genetics SASOPH | 0.7% | $31M | — |
| 15 | Goosehead Insurance Inc -AGSHD | 0.4% | $19M | Trimmed +7% |
| 16 | Transdigm Group IncTDG | 0.3% | $12M | New buy |
| 17 | Rollins IncROL | 0.2% | $10M | New buy |
| 18 | Perimeter Solutions IncPRM | 0.1% | $7M | — |
| 19 | American Tower CorpAMT | 0.1% | $5M | Trimmed +4% |
| 20 | Berkshire Hathaway Inc-cl BBRK-B | 0.1% | $4M | Trimmed +2% |
Positions sold out
Frequently asked questions
What does Chuck Akre own now?
According to the latest 13F (Q3 2026), the largest holdings are Mastercard Inc - AMA, Moody's CorpMCO, KKR & Co IncKKR. The full list is in the table above.
What is a 13F report?
US investment managers with more than $100 million in US stocks must list their holdings with the SEC within 45 days after each quarter ends.
Why is the data delayed?
Because 13F reports arrive up to 45 days after the quarter ends, the manager may have traded since then.
Should I copy this portfolio?
Knowing what great investors buy is a good source of ideas, but because of the delay and different goals, copying blindly is not recommended.
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