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Investor profile

Chuck Akre

Akre Capital Management · Founder & CIO · Net worth: ~$600M

Founded Akre Capital in 1989. His 'three-legged stool' framework is taught in business schools. Delivered ~14% CAGR for three decades by concentrating on compounders and holding forever.

"The three-legged stool: great business, great management, great reinvestment."

Data verified 2026-05-14 · sourced from SEC EDGAR

Informational only — not investment advice. HoldLens tracks institutional positioning from public 13F filings. We are not a registered investment advisor and do not provide recommendations to buy or sell securities. Our 2026 backtest over 221 ticker-quarter pairs found the ConvictionScore has no predictive signal for forward returns (Pearson r = −0.12). The rankings describe what tracked superinvestors were accumulating or selling at the latest 13F snapshot — useful as market intelligence, not as personal investment advice. 13F data is reported with a 45-day SEC filing lag.

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Latest 13F: Q1 2026(8d ago)Next due: Q2 2026by 2026-08-14● RSS — move alerts

Tracked positions

Top concentration

87%

Longest holding

Mastercard (since 2010)

Chuck's portfolio concentration: top-1, top-5, top-10

Balanced

Top 1 · MA

18.6%

Top 5 combined

56.9%

Top 10 combined

87.4%

Tracked positions

MATop-5 zoneTop-10

Chuck's single largest bet is MA at 18.6% of tracked positions. Exposure is spread across a broader basket, reducing single-name risk.

Realized 10-year track record

Akre Focus Fund AKREX (public mutual fund)

See leaderboard →

10y CAGR

14.3%

net of fees

Alpha vs S&P

+1.2%

vs 13.1% benchmark

Win rate

70%

years beating S&P

Quality score

7.0

computed 0–10

Best year

+35%

Worst year

-24%

Cumulative 10y

3.8×

Volatility

16%

Chuck Akre's recent 13F moves: buys, adds, trims, and exits

Manager quality score: 7.0/10

Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.

Q1 2026

7 buys · 11 sells

Ticker	Activity	Share change	% portfolio
CRM	Buy (new)	+818K	2.50%
NOW	Buy (new)	+1.10M	1.90%
FICO	Add 31%	+86K	6.30%
CCCS	Add 27%	+6.68M	3.10%
GSHD	Add 19%	+72K	0.30%
ROP	Add 14%	+152K	7.30%
CSGP	Add 8%	+730K	6.80%
DHR	Sell (exit)	-70K	0.00%
CARG	Sell (exit)	-151K	0.00%
AMT	Reduce 80%	-204K	0.10%
ORLY	Reduce 42%	-2.83M	5.80%
ABNB	Reduce 41%	-1.44M	4.20%
V	Reduce 39%	-1.04M	8.10%
BN	Reduce 37%	-9.82M	11.20%
MCO	Reduce 28%	-489K	8.90%
MA	Reduce 24%	-724K	18.60%
KKR	Reduce 17%	-1.39M	10.10%
BRK.B	Reduce 13%	-2K	0.10%

Q4 2025

5 buys · 9 sells

Ticker	Activity	Share change	% portfolio
CPRT	Add 86%	+3.63M	3.40%
CCCS	Add 53%	+8.57M	2.20%
BN	Add 40%	+7.63M	13.50%
FICO	Add 6%	+17K	5.10%
MA	Add 4% Adding to Mastercard — long-time core.	+250K	17.80%
VRSK	Sell (exit)	-8K	0.00%
DHR	Reduce 92%	-805K	0.20%
AMT	Reduce 42%	-188K	0.50%
ORLY	Reduce 22%	-1.89M	6.70%
MCO	Reduce 18%	-384K	9.70%
BRK.B	Reduce 15%	-2K	0.10%
META	Reduce 10% Trimming META exposure.	-297K	3.10%
V	Reduce 10%	-297K	10.30%
KKR	Reduce 7%	-607K	11.30%

Q3 2025

4 buys · 6 sells

Ticker	Activity	Share change	% portfolio
FICO	Add 2751%	+252K	3.90%
CPRT	Add 253%	+3.04M	1.90%
CCCS	Add 10%	+1.50M	1.50%
MA	Add 5% Akre core position add.	+180K	17.40%
AMT	Reduce 52%	-472K	0.80%
DHR	Reduce 51%	-901K	1.70%
ROP	Reduce 20%	-283K	5.80%
MCO	Reduce 8%	-186K	10.10%
ORLY	Reduce 8%	-798K	9.30%
V	Reduce 6%	-201K	10.10%

Q2 2025

6 buys · 4 sells

Ticker	Activity	Share change	% portfolio
ORLY	Add 989%	+8.55M	8.30%
CPRT	Buy (new)	+1.20M	0.60%
FICO	Buy (new)	+9K	0.20%
ABNB	Add 19%	+556K	4.50%
CCCS	Add 12%	+1.58M	1.40%
META	Add 8% Small META add — later reversed.	+240K	3.30%
AMT	Reduce 65%	-1.67M	2.00%
CARG	Reduce 27%	-55K	0.10%
VRSK	Reduce 15%	-2K	0.00%
BRK.B	Reduce 8%	-1K	0.10%

Chuck's sector breakdown

How the top 10 positions are diversified across 3 sectors. Weighted by stated portfolio percentage.

Financials

5 positions · MA, BN, KKR, MCO, V

65.1%

56.9% of AUM

Other

4 positions · ROP, CSGP, ORLY, CPRT

27.7%

24.2% of AUM

Technology

1 position · FICO

7.2%

6.3% of AUM

Position intelligence · 13F-derived

How Akre is sized + moving

Every position classified by both portfolio weight (size bucket) and recent move activity (trend bucket). A 22% Apple position building +5% this quarter signals different intent than a 1% starter trimmed in half. Descriptive analysis of 13F filings — not recommendation.

Core

≥10% positions

Significant

3–10%

Starter

1–3%

Small

<1%

Building

Steady

Trimming

New

Exit pending

Position	% portfolio	Size	Trend
MA MASTERCARD INCORPORATED	18.6%	core	↓ trimming
BN BROOKFIELD CORP	11.2%	core	→ steady
KKR KKR & CO L P DEL	10.1%	core	↓ trimming
MCO MOODYS CORP	8.9%	significant	↓ trimming
V VISA INC	8.1%	significant	↓ trimming
ROP ROPER TECHNOLOGIES INC	7.3%	significant	↓ trimming
CSGP COSTAR GROUP INC	6.8%	significant	↑ building
FICO FAIR ISAAC CORP	6.3%	significant	↑ building
ORLY OREILLY AUTOMOTIVE INC	5.8%	significant	↓ trimming
CPRT COPART INC	4.3%	significant	↑ building
ABNB AIRBNB INC	4.2%	significant	↓ trimming
CCCS CCC INTELLIGENT SOLUTIONS HL	3.1%	significant	↑ building
CRM SALESFORCE INC	2.5%	starter	★ new
NOW SERVICENOW INC	1.9%	starter	★ new
GSHD GOOSEHEAD INS INC	0.3%	small	↑ building
Showing top 15 of 17 positions.

How to read: Size bucket from current 13F-filed portfolio weight. Trend bucket from the last 2 quarters of move activity (net delta >5% in either direction = building/trimming; new = first-appearance this quarter; exit pending = trimmed >50% last quarter). Data lag: SEC 13F filings are reported 45 days after quarter-end. This is descriptive intelligence — not investment advice.

Score explainability · 9-factor breakdown

What drives the ConvictionScore on Akre's top positions

The HoldLens ConvictionScore combines 9 factors. This table shows the per-position breakdown — exactly which factors contribute and by how much for each of Akre's top 8 holdings. Hover any header for factor definition. Empty cells (·) = neutral (no contribution).

Ticker	% port	Smart $	Insider	Track	Streak	Conc	Contra	Event	Dissent	Crowd
MA	18.6	+7	·	+1	+10	+9	·	·	+27	·
BN	11.2	+21	·	-4	+10	+7	·	·	+21	·
KKR	10.1	+5	·	-6	+5	+2	·	·	+19	·
MCO	8.9	+12	·	+7	+1	+10	+3	·	+17	·
V	8.1	+18	-4	+4	+5	+10	·	·	+43	+3
ROP	7.3	+7	·	·	·	+4	·	·	+2	·
CSGP	6.8	+8	·	-3	·	+3	·	·	+15	·
FICO	6.3	+9	·	+4	+1	+9	+8	·	+1	·

Factor definitions →

Smart $: Manager quality × consensus (0–30)
Insider: Form 4 net buy/sell (-15..+20)
Track: Buyer 10y CAGR × concentration (-10..+20)
Streak: Multi-quarter compounding (0–10)
Conc: Biggest position size as conviction (0–10)
Contra: Under-the-radar bonus (0–10)
Event: 8-K events last 90d (-15..+5)
Dissent: Sells subtract, weighted ×1.6 (0–60)
Crowd: Too many owners = priced in (0–10)

Factors are summed (positive add, penalties subtract), then clamped to the -100/+100 range. Each factor has a maximum contribution shown in parentheses next to its name. Read positive cells as bullish contributions, negative as bearish. See /learn/conviction-score-explained for the full methodology. ConvictionScore is descriptive synthesis of public filings — not investment advice.

Cross-portfolio overlap

Who else holds what Akre holds

Top 6 highest-conviction overlap pairs containing Chuck Akre. Each page is the full intersection of two 13F-filed portfolios.

See all 435 overlap pairs →

Chuck Akre's top 10 disclosed holdings (Q1 2026)

Ticker	Company	% Portfolio	Shares (M)
MA	MASTERCARD INCORPORATED Largest position. Held since 2010. Core compounder.	18.6%	2.28
BN	BROOKFIELD CORP	11.2%	17.03
KKR	KKR & CO L P DEL Alternative asset compounder.	10.1%	6.72
MCO	MOODYS CORP Credit rating duopoly.	8.9%	1.25
V	VISA INC The other payment network compounder.	8.1%	1.64
ROP	ROPER TECHNOLOGIES INC	7.3%	1.26
CSGP	COSTAR GROUP INC Real estate data moat.	6.8%	10.35
FICO	FAIR ISAAC CORP	6.3%	0.36
ORLY	OREILLY AUTOMOTIVE INC	5.8%	3.89
CPRT	COPART INC	4.3%	8

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Dividend tax by country

Estimate your withholding on cross-border dividends

Your country of residenceCompany is domiciled inGross dividend (example)

Withholding rate

Domestic (no cross-border)

Tax withheld

$0.00

You'd receive

$1000.00

Of $1000 gross

Source & treaty reference

Treaty: Domestic — no cross-border withholding

Citation: IRC §§ 1441–1446 (withholding applies to foreign persons; US residents not subject to WHT on US-source dividends)

U.S. residents receiving U.S.-source dividends: no cross-border withholding; taxed on return at qualified (0/15/20%) or ordinary rates.

Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.

Full dividend-tax rules for United States investors →

Want Chuck move-alerts?

One email per 13F filing. Summarizes every new position, exit, and trim.

Investors with portfolios similar to Chuck Akre

Tracked managers whose top positions overlap with Chuck's portfolio.

François Rochon

Giverny Capital

4 shared positions: MA, V, META, MCO

Andreas Halvorsen

Viking Global Investors

3 shared positions: META, V, MA

Chris Hohn

TCI Fund Management

3 shared positions: META, V, MCO

See all 29 investors ranked by portfolio similarity →

ETF replication

Which ETF replicates Chuck's portfolio?

Closest match: XLF · overlap score 212.6 across 2 shared top-10 names. Full ranked list of 5 ETFs →

Investing style

Chuck is a growth investor

See 7 other growth managers tracked. Tech-heavy. Concentrated. Holds through volatility on quality conviction.

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Per-quarter digests

What Chuck Akre did, quarter by quarter

Full move-by-move breakdown for each of the last 8 filed quarters.

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024

Frequently asked questions

Who is Chuck Akre?

Chuck Akre runs Akre Capital Management as founder & cio. Founded Akre Capital in 1989. His 'three-legged stool' framework is taught in business schools. Delivered ~14% CAGR for three decades by concentrating on compounders and holding forever.

What fund does Chuck Akre run?

Chuck Akre is founder & cio of Akre Capital Management. Akre Capital Management files SEC Form 13F-HR quarterly with the latest disclosure dated 2026-05-14 (Q1 2026). Full holdings, share counts, dollar values, and quarter-over-quarter changes are listed below.

What does Chuck Akre invest in?

Chuck Akre's Akre Capital Management portfolio is disclosed quarterly via SEC Form 13F-HR. Each position below shows the ticker, share count, dollar value, percentage of portfolio, and quarter-over-quarter change. Data is sourced directly from SEC filings (public-domain regulatory disclosure).

What is Chuck Akre's investment philosophy?

Chuck Akre's stated investment philosophy: "The three-legged stool: great business, great management, great reinvestment.". Chuck Akre has been founder & cio of Akre Capital Management; estimated net worth ~$600M.

What is Chuck Akre's net worth?

Chuck Akre's estimated net worth is ~$600M. Chuck Akre runs Akre Capital Management as founder & cio; full 13F holdings disclosed quarterly with the SEC are listed below.

Data sourced from Akre Capital Management 13F filings with the SEC. Approximate snapshot. Not investment advice.

Sister property: SecFilingDex — the encyclopedic reference for Form 13F (HR / NT / HR/A variants) and the regulatory citation behind every position shown above.