We break down the stocks Chuck Akre (Akre Capital Management) bought, sold, and held in Q4 2024, including their holdings at the end of the quarter. All data sourced from Akre Capital Management's 13F filed on February 13, 2025.
Who are Chuck Akre and Akre?
Akre Capital Management is an investment firm founded in 1989 by Charles "Chuck" Akre, known for his "three-legged stool" approach to identifying exceptional investments. The firm focuses on a concentrated portfolio of extraordinary businesses characterized by superior returns on capital, talented and ethical management teams, and the ability to reinvest free cash flow at high rates of return. This disciplined strategy has enabled Akre to deliver market-beating returns over multiple decades through long-term ownership of compounding machines rather than frequent trading.
Akrecapital.com
Wikipedia on Chuck Akre
Portfolio Changes in Q4 2024
New positions
Akre did not initiate any new positions during Q4 2024.
Bought
Akre added to two existing positions during the quarter, increasing their stake in CoStar (CSGP) by 379,787 shares and Brookfield (BN) by 30,748 shares.
Sold
Akre trimmed nine positions during Q4 2024, with the largest reductions being in KKR (KKR) (-1.1 million shares), CarMax (KMX) (-629,714 shares), DigitalBridge (DBRG) (-550,346 shares), and American Tower (AMT) (-549,119 shares). The firm also reduced holdings in Moody's (MCO), Mastercard (MA), O'Reilly Automotive (ORLY), Roper Technologies (ROP), and Verisk (VRSK).
Holdings at the end of Q4 2024
| Ticker | Company | Weight | Change | Value |
|---|---|---|---|---|
| MA | Mastercard | 16.9% | Trimmed (-6%) | $1.95B |
| KKR | KKR | 13.2% | Trimmed (-10%) | $1.52B |
| MCO | Moody's | 12.6% | Trimmed (-8%) | $1.46B |
| BN | Brookfield | 9.4% | Added (+0%) | $1.09B |
| ORLY | O'Reilly Automotive | 9.2% | Trimmed (-3%) | $1.06B |
| V | Visa | 8.9% | $1.03B | |
| AMT | American Tower | 8.7% | Trimmed (-9%) | $1.01B |
| ROP | Roper Technologies | 6.7% | Trimmed (-1%) | $770.38M |
| CSGP | CoStar | 5.8% | Added (+4%) | $666.78M |
| DHR | Danaher | 3.5% | $407.54M | |
| ABNB | Airbnb | 3.0% | $348.16M | |
| CCCS | CCC Intelligent Solutions | 1.1% | $125.29M | |
| KMX | CarMax | 0.5% | Trimmed (-49%) | $54.57M |
| GSHD | Goosehead | 0.3% | $39.26M | |
| DBRG | DigitalBridge | 0.1% | Trimmed (-42%) | $8.63M |
| BRK-B | Berkshire Hathaway | 0.1% | $6.92M | |
| SOPH | Sophia Genetics | 0.1% | $6.87M | |
| VRSK | Verisk | 0.0% | Trimmed (-9%) | $3.11M |
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