Chuck Akre - Akre Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    19
Portfolio value:    $6,115,870,825
Holdings Activity Buys Sells    History
Period Portfolio
Value		 Top 20 holdings history (left to right)
2026   Q1 $6.12 B MA BN KKR MCO V ROP CSGP FICO ORLY CPRT ABNB CCC CRM NOW GSHD SOPH AMT PRM BRK.B
2025   Q4 $9.12 B MA BN KKR V MCO CSGP ORLY ROP ABNB FICO CPRT CCC AMT GSHD SOPH DHR BRK.B KMX
2025   Q3 $10.03 B MA BN KKR V MCO ORLY CSGP ROP ABNB FICO CPRT DHR CCC AMT GSHD SOPH BRK.B KMX VRSK
2025   Q2 $10.21 B MA BN KKR MCO V ORLY ROP CSGP ABNB DHR AMT CCC CPRT GSHD FICO SOPH KMX BRK.B VRSK
2025   Q1 $10.40 B MA ORLY MCO V KKR BN ROP CSGP AMT DHR ABNB CCC GSHD KMX BRK.B SOPH VRSK DBRG
2024   Q4 $11.56 B MA KKR MCO BN ORLY V AMT ROP CSGP DHR ABNB CCC KMX GSHD DBRG BRK.B SOPH VRSK
2024   Q3 $12.02 B MA MCO KKR AMT ORLY BN V ROP CSGP DHR ABNB CCC KMX GSHD DBRG SOPH BRK.B VRSK
2024   Q2 $11.37 B MA MCO KKR AMT ORLY ROP V BN CSGP DHR KMX ABNB SBAC CCC DBRG GSHD SOPH BRK.B VRSK
2024   Q1 $12.09 B MA MCO KKR AMT ORLY V ROP BN CSGP DHR KMX UBER CCC DBRG SBAC GSHD BRK.B VRSK BAM SOPH
2023   Q4 $11.88 B MA MCO AMT KKR ORLY V ROP BN CSGP DHR KMX BAM DBRG SBAC GSHD BRK.B DLTR VRSK
2023   Q3 $10.89 B MA MCO AMT V KKR ORLY ROP BN CSGP DHR KMX BAM DBRG GSHD BRK.B VRSK DLTR
2023   Q2 $12.00 B MA MCO AMT V ORLY KKR ROP CSGP BN ADBE DHR KMX BAM DBRG GSHD BRK.B DLTR VRSK
2023   Q1 $11.35 B MA MCO AMT V ORLY KKR ROP BN CSGP ADBE DHR KMX BAM DBRG GSHD BRK.B DLTR VRSK
2022   Q4 $11.05 B MA MCO AMT V ORLY ROP KKR CSGP BN DHR ADBE KMX BAM DBRG ALRM GSHD BRK.B DLTR VRSK
2022   Q3 $11.32 B MA AMT MCO ORLY V KKR ROP BAM.A CSGP KMX ADBE CRM DHR VRSK SNOW DBRG ALRM GSHD BRK.B DLTR
2022   Q2 $12.48 B MA AMT MCO V ORLY KKR KMX ROP ADBE BAM.A CRM CSGP VRSK DHR SNOW 6CL ALRM GSHD BRK.B DLTR
2022   Q1 $14.62 B MA MCO AMT V ORLY KKR ROP BAM.A ADBE KMX CSGP CRM VRSK DHR ANSS TDUP 6CL ALRM GSHD BRK.B
2021   Q4 $17.23 B MCO MA AMT V ORLY KKR KMX ADBE ROP BAM.A CSGP CRM SBAC VRSK DHR DLTR ANSS ALRM 6CL GSHD
2021   Q3 $16.24 B MA MCO AMT V ORLY KMX KKR ADBE CSGP CRM ROP BAM.A SBAC DHR VRSK DLTR ANSS ALRM 6CL GSHD
2021   Q2 $16.23 B MA MCO AMT V KMX ADBE ORLY KKR CSGP ROP CRM BAM.A SBAC DHR VRSK DLTR ANSS ALRM 6CL OLLI
2021   Q1 $14.69 B MA MCO AMT V KMX CSGP ORLY ADBE KKR ROP SBAC BAM.A LYV VRSK DLTR DHR ANSS ALRM CLNY OLLI
2020   Q4 $14.80 B MA MCO AMT V CSGP ORLY ROP KMX SBAC KKR ADBE BAM.A VRSK DLTR LYV DHR MKL ANSS ALRM CLNY
2020   Q3 $14.19 B MA AMT MCO V ORLY CSGP SBAC ROP KMX ADBE KKR MKL VRSK BAM.A DLTR DHR LYV ANSS ALRM OLLI
2020   Q2 $13.27 B AMT MA MCO V ORLY SBAC KMX CSGP ROP ADBE KKR MKL DLTR VRSK BAM.A DHR LYV ANSS ALRM OLLI
2020   Q1 $10.29 B AMT MA MCO V SBAC ORLY ROP MKL KMX ADBE VRSK DLTR KKR BAM.A CSGP LYV DHR ANSS ALRM OLLI
2019   Q4 $10.91 B AMT MA MCO V ORLY SBAC KMX MKL ROP DLTR VRSK KKR BAM.A DHR CSGP ALRM BRK.B ANSS P4W BRK.A
2019   Q3 $10.14 B AMT MA MCO V ORLY MKL SBAC DLTR ROP KMX VRSK KKR BAM.A DHR ALRM BRK.B P4W BRK.A OLLI GSHD
2019   Q2 $9.31 B AMT MA MCO V ORLY ROP MKL DLTR KMX VRSK KKR 3UB DHR AMTD BRK.B P4W ALRM ESGR BRK.A DHIL
2019   Q1 $8.98 B AMT MA MCO V ORLY ROP DLTR MKL KMX 3UB VRSK KKR DHR AMTD FOCS ESGR BRK.B P4W ALRM BRK.A
2018   Q4 $7.50 B AMT MA MCO ORLY V MKL DLTR ROP KMX VRSK 3UB KKR DHR AMTD ESGR FOCS BRK.B P4W ALRM BRK.A
2018   Q3 $8.17 B MA AMT MCO V ORLY MKL ROP DLTR KMX VRSK KKR 3UB ESGR DHR AMTD FOCS BRK.B P4W ALRM BRK.A
2018   Q2 $7.51 B MA AMT MCO V MKL ORLY ROP DLTR KMX VRSK ESGR KKR 3UB DHR AMTD BRK.B P4W ALRM DHIL BRK.A
2018   Q1 $7.10 B AMT MA MCO MKL V ORLY DLTR ROP KMX ESGR VRSK 3UB AMTD DHR LKQ BRK.B DHIL P4W ALRM BRK.A
2017   Q4 $6.78 B AMT MCO MA MKL V DLTR ORLY ROP KMX ESGR VRSK 3UB DHR AMTD LKQ BRK.B DHIL P4W ALRM BRK.A
2017   Q3 $6.45 B AMT MCO MA MKL V DLTR ORLY KMX ROP ESGR VRSK 3UB AMTD DHR LKQ MNRO BRK.B DHIL P4W ALRM
2017   Q2 $5.76 B AMT MCO MA MKL V ROP DLTR KMX ESGR ORLY VRSK DHR 3UB AMTD LKQ MNRO BRK.B DHIL P4W ALRM
2017   Q1 $5.53 B AMT MCO MA MKL V DLTR ROP KMX ESGR ORLY VRSK DHR 3UB AMTD DG LKQ MNRO BRK.B FTV DHIL
2016   Q4 $4.97 B AMT MA MKL MCO KMX DLTR ESGR ROP V ORLY VRSK 3UB AMTD DHR DG LKQ MNRO BRK.B FTV DHIL
2016   Q3 $4.74 B AMT MA MKL MCO DLTR V ROP KMX ESGR ORLY VRSK 3UB LKQ DHR AMTD MNRO BRK.B FTV DHIL P4W
2016   Q2 $4.53 B AMT MKL MA DLTR MCO V ROP KMX ESGR ORLY VRSK DHR LKQ 3UB MNRO AMTD BRK.B DHIL P4W BRK.A
2016   Q1 $4.28 B AMT MKL MA MCO DLTR ROP ESGR ORLY KMX VRSK V DHR LKQ MNRO AMTD 3UB BRK.B DHIL P4W BRK.A
2015   Q4 $4.08 B AMT MA MKL MCO DLTR ROP ORLY VRSK KMX V ESGR DHR AMTD MNRO LKQ 3UB BRK.B DHIL P4W BRK.A
2015   Q3 $3.90 B AMT MA MKL MCO DLTR ROP ORLY KMX V VRSK ESGR LYV DHR AMTD MNRO 3UB LKQ BRK.B LPLA DHIL
2015   Q2 $3.68 B AMT MKL MA MCO DLTR ROP ORLY LYV V VRSK DHR AMTD KMX MNRO ESGR 3UB LPLA BRK.B DHIL LKQ
2015   Q1 $3.51 B MKL AMT MA MCO DLTR ROP DISCK ORLY LYV V DHR AMTD KMX MNRO 3UB ESGR VRSK LPLA BRK.B DHIL
2014   Q4 $3.35 B AMT MA MKL MCO DLTR DISCK ROP LYV ORLY V DHR KMX AMTD MNRO ESGR LPLA 3UB VRSK BRK.B DHIL
2014   Q3 $3.08 B AMT MCO MKL MA DISCK DLTR ROP LYV DHR ORLY V AMTD LPLA ESGR AAPL MNRO KMX VRSK BRK.B 3UB
2014   Q2 $2.92 B AMT MKL MA MCO DISCK DLTR LYV ORLY V DHR ROP AMTD LPLA ESGR AAPL MWE VRSK BRK.B KMX MNRO
2014   Q1 $2.57 B AMT MA MCO MKL DLTR LYV DISCK V ORLY ROST AMTD LPLA ESGR AAPL VRSK MWE BRK.B DIG1 MNRO DHR
2013   Q4 $2.34 B MA MCO AMT MKL DLTR ROST V ORLY AMTD LYV LPLA ESGR VRSK AAPL MWE BRK.B DIG1 DISCK MNRO DHR
2013   Q3 $2.05 B MA MCO AMT MKL DLTR ROST ORLY DIG1 V AMTD ESGR LPLA LYV VRSK AAPL NS BRK.B DISCK MNRO MWE
2013   Q2 $1.95 B MA MCO DIG1 AMT MKL DLTR ROST ORLY V AMTD ESGR LPLA HIG LYV NS VRSK AAPL BRK.B DISCK MNRO
2013   Q1 $18 M DISCK
2012   Q4 $1.21 B MA AMT MCO ROST MKL DLTR ORLY ESGR V AMTD VRSK NLY HIG BRK.B LAMR AAPL MNRO SHLDQ FDS DHIL
2012   Q3 $1.12 B MA ROST AMT MKL MCO DLTR ORLY ESGR V AMTD VRSK BRK.B HIG NLY AAPL LAMR SHLDQ KMX MNRO FDS
2011   Q4 $533 M MA ROST DLTR MKL ESGR ORLY LAMR KMX AMTD TJX BRK.B FDS PENN HIG BRK.A DHIL BAC BDX NLY TROW
2011   Q3 $425 M MA DLTR ROST MKL ESGR ORLY LAMR KMX TJX FDS PENN BRK.B AMTD BRK.A DHIL TROW HIG BDX NLY MBRG
2011   Q2 $462 M MA ROST ESGR DLTR MKL LAMR ORLY KMX FDS TJX PENN BRK.A AMTD AO5 BRK.B WMS TROW BDX NLY AGO
2011   Q1 $416 M MKL LAMR ESGR ROST MA DLTR ORLY FDS KMX TJX OXPS PENN BRK.A AMTD BRK.B WMS TROW BDX NLY AO5
2010   Q4 $356 M LAMR MKL ESGR ROST DLTR MA KMX FDS TJX PENN BRK.A WMS AMTD BRK.B OXPS MSCI TROW BDX NDN MBRG
2010   Q3 $135 M DLTR MKL BRK.A LAMR ESGR PENN WMS BRK.B ROST AMTD OXPS MSCI TROW NDN BDX KMX MA FDS WRB OR1
2010   Q2 $260 M MKL LAMR ESGR DLTR ROST FDS TJX BRK.A KMX PENN WMS TRH BRK.B OXPS AMTD MA MSCI TROW V NDN
2010   Q1 $108 M HIG TJX BRK.A DLTR TROW WMS FDS OXPS AMTD MSCI NDN KMX ESGR MA V MBRG ROST RVR PENN TRH
2009   Q4 $227 M MKL LAMR ESGR PENN KMX BYI FDS TROW NDN BRK.A BRYG AMTD MSCI WMS OXPS MBRG RVR CSX NLY XOM
2009   Q3 $210 M ESGR MKL PENN LAMR TROW KMX NDN BYI BRK.A BRYG MBRG ACF IRM* CSX NLY XOM FSP
2008   Q4 $644 M PENN MKL NDN BYI LAMR ESGR KMX POOL ACF SSD MCRI AMWD HOY DX5 BRK.A BRYG IRM* ECPG WFC AES
2008   Q3 $915 M PENN MKL NDN LAMR BYI KMX ESGR POOL ACF SSD AMWD DX5 MCRI HOY BRK.A BRYG IRM* ECPG MER WFC
2008   Q2 $1.07 B PENN MKL LAMR BYI KMX NDN ESGR CAO POOL ACF MWE HOY SSD AMWD MCRI DX5 PVAHQ BRK.A TOL BRYG
2008   Q1 $1.28 B PENN MKL NDN KMX LAMR BYI CAO ESGR ACF POOL MCRI AES HOY MWE SSD HRH KT2 AMWD BRK.A DX5
2007   Q4 $700 M MKL BYI ACF HOY AES POOL LAMR MWP HRH SSD CAO TOL DX5 AMWD IRM* PVAHQ ISLE HTH HF WFC
2007   Q3 $1.48 B PENN MKL KMX BYI NDN ACF HOY MCRI POOL AES HRH LAMR SSD ISLE MWP 2914808Q 916583Q AMWD TOL DX5
2007   Q2 $1.58 B PENN MKL KMX NDN ACF BYI POOL HOY MCRI SSD AES ANCUF HRH ISLE AMWD MWP 2914808Q LAMR TOL BRK.A
2007   Q1 $1.41 B PENN MKL KMX NDN ACF HOY BYI MCRI SSD AES POOL HRH AMWD ISLE BYD MWP 2914808Q IGT TOL BRK.A
2006   Q4 $1.32 B PENN MKL KMX NDN ACF HOY BYI SSD MCRI AES AMWD HRH BYD IGT ISLE TOL 2914808Q MWP DHI BRK.A
2006   Q3 $1.09 B PENN MKL KMX NDN ACF HOY BYI MCRI AES SSD AMWD HRH BYD IGT TOL ISLE DHI 2914808Q BRK.A ISCA
2006   Q2 $1.07 B PENN MKL KMX NDN HOY ACF MCRI BYI AES AMWD SSD HRH 2914808Q ISLE IGT TOL DHI BYD BRK.A DX5
2006   Q1 $1.13 B PENN MKL NDN ACF KMX HOY MCRI BYI SSD AMWD TOL AES HRH ISLE 2914808Q DHI BYD IGT ISCA BRK.A
2005   Q4 $968 M PENN MKL ACF KMX NDN HOY MCRI AES TOL SSD HRH DHI 2914808Q AMWD ISLE LF1 BYD IGT AAP ISCA
2005   Q3 $974 M PENN MKL KMX ACF NDN HOY MCRI AES TOL AGY SSD HRH DHI 2914808Q PRE FRFHF LF1 AMWD BGGSQ ISCB
2005   Q2 $1.06 B PENN MKL ACF KMX NDN MCRI HOY TOL AES 702901Q AGY KSL DHI HRH 2914808Q PRE SSD FRFHF LF1 ISCB
2005   Q1 $954 M PENN MKL KMX ACF MCRI NDN HOY AES TOL KSL PTP HRH 2914808Q PRE AGY DHI SSD BGGSQ FRFHF AMWD
2004   Q4 $852 M PENN MKL KMX ACF MCRI NDN DRT AES HOY KSL PTP TOL HRH DHI PRE BGGSQ 2914808Q ISCB FRFHF MRH
2004   Q3 $590 M MKL PENN KMX ACF NDN AES DRT MCRI PRE PTP DHI HRH TOL KSL 2914808Q ISCB BRK.A COKE HOY IGT
2004   Q2 $444 M MKL PENN KMX ACF DHI TOL AES PTP HRH 2914808Q KSL PRE MCRI UPBD COKE BRK.A AO5 SSD IGT ISCA
2004   Q1 $401 M PENN MKL ACF KMX DHI HRH UPBD PTP AES PRE 2914808Q MCRI TOL BRK.A KSL AO5 RYL IGT PVAHQ SSD
2003   Q4 $326 M MKL PENN ACF MGAM UNM KMX PTP AES PRE DHI HRH MCRI BRK.A TOL RYL PVAHQ 945852Q ISCA KSL C
2003   Q3 $274 M MKL PENN MGAM ACF KMX UNM PTP PRE AES BRK.A HRH TOL RYL PVAHQ ISCA MCRI LNWO C KSL BHRB
2003   Q2 $219 M PENN WFC MKL 2951 ACF BRK.A MCRS AES ISCA BK FMCC C DVD LNWO BHRB BRYG 558319Q DHI BCPC CSX
2003   Q1 $110 M MKL PENN MGAM BRK.A ISCA FMCC ACF WFC C CSX CHDN BHRB BRYG DVD MCRS LNWO BK 2951 558319Q DHI
2002   Q4 $68 M PENN MKL 2291233Q ACF LNWO MGAM ISCA MCRS MCRI DDE IIVI DVD BCPC KMX DHI CHDN KSL PVAHQ 558319Q IGT
2002   Q3 $86 M PENN MKL BRK.A FMCC WFC ACF C BRYG ISCA BK MCRS MCRI MGAM 2291233Q LNWO DDE IIVI BCPC DVD CHDN
Home Help notes Contact Terms of Service Privacy