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HoldLens
Chuck Akre · quarter digest

What Chuck Akre did in Q2 2024

Akre Capital Management filed 6 moves in Q2 2024: 1 new, 1 add, 3 trim, 1 exit.

13F filed 2024-08-14. Manager quality score: q9. Philosophy: The three-legged stool: great business, great management, great reinvestment.

New positions · 1

Fresh money

ABNBAIRBNB INC
NEW·1.2% book·+2
Adds · 1

Adding to conviction

ADD +4%·14.0% book·+8

Visa add.

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Trims · 3

Taking chips off

MAMASTERCARD INCORPORATED
TRIM -12%·15.7% book·+17
CARGCARMAX INC
TRIM -21%·1.4% book·−2
VRSKVERISK ANALYTICS INC
TRIM -7%·0.0% book·−15
Exits · 1

Closed positions

UBERUBER TECHNOLOGIES INC
EXIT·0.0% book·+19
Current top holdings

Chuck Akre’s book, latest snapshot

#TickerWeight
1MA
Mastercard
17.8%
2V
Visa
14.2%
3MCO
Moody's
13.4%
4KKR
KKR & Co
8.9%
5CSGP
CoStar Group
6.8%
6META
Meta Platforms
3.1%

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.