Chuck Akre · quarter digest

What Chuck Akre did in Q4 2024

Akre Capital Management filed 5 moves in Q4 2024: 0 new, 1 add, 4 trim, 0 exit.

13F filed 2025-02-14. Manager quality score: q9. Philosophy: The three-legged stool: great business, great management, great reinvestment.

Adds · 1

Adding to conviction

ADD +5%·17.5% book·+17

“Mastercard core add.”

Trims · 4

MCOMOODYS CORP

TRIM -8%·12.6% book·+15

AMTAMERICAN TOWER CORP NEW

TRIM -9%·8.7% book·−9

CARGCARMAX INC

TRIM -49%·0.5% book·−2

VRSKVERISK ANALYTICS INC

TRIM -9%·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.