Chuck Akre · quarter digest

What Chuck Akre did in Q1 2025

Akre Capital Management filed 6 moves in Q1 2025: 0 new, 1 add, 5 trim, 0 exit.

13F filed 2025-05-15. Manager quality score: q9. Philosophy: The three-legged stool: great business, great management, great reinvestment.

Adds · 1

Adding to conviction

ABNBAIRBNB INC

ADD +10%·3.4% book·+2

Trims · 5

MAMASTERCARD INCORPORATED

TRIM -10%·17.6% book·+17

MCOMOODYS CORP

TRIM -21%·10.9% book·+15

AMTAMERICAN TOWER CORP NEW

TRIM -53%·5.4% book·−9

CARGCARMAX INC

TRIM -69%·0.2% book·−2

VRSKVERISK ANALYTICS INC

TRIM -10%·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.