Chuck Akre · quarter digest

What Chuck Akre did in Q3 2024

Akre Capital Management filed 5 moves in Q3 2024: 0 new, 2 add, 3 trim, 0 exit.

13F filed 2024-11-14. Manager quality score: q9. Philosophy: The three-legged stool: great business, great management, great reinvestment.

Adds · 2

Adding to conviction

ADD +4%·17.0% book·+17

“Mastercard core.”

ABNBAIRBNB INC

ADD +183%·2.8% book·+2

Trims · 3

MCOMOODYS CORP

TRIM -20%·13.3% book·+15

CARGCARMAX INC

TRIM -40%·0.8% book·−2

VRSKVERISK ANALYTICS INC

TRIM -23%·0.0% book·−15

Current top holdings

#	Ticker	Weight	Conviction
1	MA Mastercard	17.8%	+17
2	V Visa	14.2%	+8
3	MCO Moody's	13.4%	+15
4	KKR KKR & Co	8.9%	+9
5	CSGP CoStar Group	6.8%	0
6	META Meta Platforms	3.1%	+5

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