Fund · Chuck Akre (founder)
Akre Capital
Three-legged stool: business, people, reinvestment.
Copying every 13F the day after it was filed returned 14.4% a year, against 14.1% for SPY over the same 13.2 years and 54 quarters, since Jul 2013. Clone score 53 of 100: Coin flip.
| Manager | Chuck Akre (founder) |
| Clone score | 53 / 100 |
| Verdict | Coin flip |
| Copy, a year | 14.4% |
| SPY, a year | 14.1% |
| Edge, a year | +0.3% |
| Latest quarter | Q2 2026 |
| Filed | 14 Aug 2026 |
| 13F value | $5.1B |
| Positions | 19 |
Largest holdings
| Ticker | Name | Weight | Value | Change |
|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 20.0% | $1.0B | TRIM |
| MCO | MOODYS CORP | 10.3% | $524M | TRIM |
| BN | BROOKFIELD CORP | 10.1% | $516M | TRIM |
| KKR | KKR & CO L P DEL | 9.0% | $457M | TRIM |
| FICO | FAIR ISAAC CORP | 8.5% | $432M | HOLD |
| ROP | ROPER TECHNOLOGIES INC | 7.8% | $398M | TRIM |
| V | VISA INC | 7.5% | $381M | TRIM |
| CSGP | COSTAR GROUP INC | 6.5% | $331M | ADD |
| CPRT | COPART INC | 4.4% | $225M | HOLD |
| ORLY | OREILLY AUTOMOTIVE INC | 3.9% | $199M | TRIM |
| ABNB | AIRBNB INC | 3.3% | $169M | TRIM |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 3.0% | $154M | TRIM |
| NOW | SERVICENOW INC | 2.4% | $124M | ADD |
| CRM | SALESFORCE INC | 2.2% | $112M | HOLD |
| GSHD | GOOSEHEAD INS INC | 0.4% | $21.5M | HOLD |