Chuck Akre - Akre Capital Management
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-15 → 2026-10-02, 40 filings) | +12.80% | Cumulative +228.6% vs SPY +312.9% |
| Trailing 10Y | — | |
| Trailing 5Y | +3.59% | |
| Trailing 3Y | +7.75% | |
| Trailing 1Y | -17.58% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| MA | Mastercard Incorporated | 19.95% | $1.0B |
| MCO | Moodys Corp | 10.23% | $524M |
| BN | Brookfield Corp | 10.08% | $516M |
| KKR | Kkr & Co L P Del | 8.93% | $457M |
| FICO | Fair Isaac Corp | 8.44% | $432M |
| ROP | Roper Technologies Inc | 7.77% | $398M |
| V | Visa Inc | 7.44% | $381M |
| CSGP | Costar Group Inc | 6.47% | $331M |
| CPRT | Copart Inc | 4.39% | $225M |
| ORLY | Oreilly Automotive Inc | 3.89% | $199M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 100.0% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://www.globenewswire.com/news-release/2025/06/05/3094358/0/en/Akre-Capital-Proposes-Conversion-of-Akre-Focus-Fund-to-an-ETF-One-of-the-Industry-s-Largest-Single-Mutual-Fund-to-ETF-Conversions.html — Founded in 1989 by Chuck Akre; boutique manager of concentrated active equity portfolios located in Middleburg, VA. John Neff serves as CEO and CIO in recent releases.