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."

Tracked positions

Top concentration

64%

Longest holding

Mastercard (since 2010)

Realized 10-year track record

Akre Focus Fund AKREX (public mutual fund)

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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%

Recent moves

Manager quality score: 9/10

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

Q4 2025

1 buy · 1 sell

Ticker	Activity	Share change	% portfolio
MA	Add 4% Adding to Mastercard — long-time core.	+250K	17.80%
META	Reduce 10% Trimming META exposure.	-297K	3.10%

Q3 2025

1 buy · 0 sells

Ticker	Activity	Share change	% portfolio
MA	Add 5% Akre core position add.	+180K	17.40%

Q2 2025

1 buy · 0 sells

Ticker	Activity	Share change	% portfolio
META	Add 8% Small META add — later reversed.	+240K	3.30%

Q4 2024

1 buy · 0 sells

Ticker	Activity	Share change	% portfolio
MA	Add 5% Mastercard core add.	+290K	17.50%

Q3 2024

1 buy · 0 sells

Ticker	Activity	Share change	% portfolio
MA	Add 4% Mastercard core.	+230K	17.00%

Q2 2024

1 buy · 0 sells

Ticker	Activity	Share change	% portfolio
V	Add 4% Visa add.	+280K	14.00%

Q1 2024

1 buy · 0 sells

Ticker	Activity	Share change	% portfolio
MA	Add 3% Mastercard add.	+175K	16.50%

Top holdings

Ticker	Company	% Portfolio	Shares (M)
MA	Mastercard Largest position. Held since 2010. Core compounder.	17.8%	6.2
V	Visa The other payment network compounder.	14.2%	7
MCO	Moody's Credit rating duopoly.	13.4%	1.6
KKR	KKR & Co Alternative asset compounder.	8.9%	4.2
CSGP	CoStar Group Real estate data moat.	6.8%	2.5
META	Meta Platforms Recent build — trimmed in Q4.	3.1%	0.9

Want Chuck move-alerts?

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

Similar investors

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

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