Chuck Akre · quarter digest

What Chuck Akre did in Q3 2024

Akre Capital Management filed 7 moves in Q3 2024: 0 new, 3 add, 4 trim, 0 exit.

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

Adds · 3

Adding to conviction

ADD +4%·17.0% book·0

“Mastercard core.”

ABNBAIRBNB INC

ADD +183%·2.8% book·−14

CCCSCCC INTELLIGENT SOLUTIONS HL

ADD +37%·1.0% book·+3

Trims · 4

MCOMOODYS CORP

TRIM -20%·13.3% book·+16

KKRKKR & CO L P DEL

TRIM -17%·12.4% book·−12

CARGCARMAX INC

TRIM -40%·0.8% book·−19

VRSKVERISK ANALYTICS INC

TRIM -23%·0.0% book·−16

Current top holdings

#	Ticker	Weight	Conviction
1	MA Mastercard	17.8%	0
2	V Visa	14.2%	−14
3	MCO Moody's	13.4%	+16
4	KKR KKR & Co	8.9%	−12
5	CSGP CoStar Group	6.8%	−6
6	META Meta Platforms	3.1%	+3

Other quarters for Chuck Akre

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