Chuck Akre · quarter digest

What Chuck Akre did in Q3 2025

Akre Capital Management filed 10 moves in Q3 2025: 0 new, 4 add, 6 trim, 0 exit.

13F filed 2025-11-14. Manager quality score: q9. Philosophy: The three-legged stool: great business, great management, great reinvestment.

Adds · 4

Adding to conviction

ADD +5%·17.4% book·0

“Akre core position add.”

FICOFAIR ISAAC CORP

ADD +2751%·3.9% book·+31

CPRTCOPART INC

ADD +253%·1.9% book·+6

CCCSCCC INTELLIGENT SOLUTIONS HL

ADD +10%·1.5% book·+3

Trims · 6

MCOMOODYS CORP

TRIM -8%·10.1% book·+16

VVISA INC

TRIM -6%·10.1% book·−14

ORLYOREILLY AUTOMOTIVE INC

TRIM -8%·9.3% book·−5

ROPROPER TECHNOLOGIES INC

TRIM -20%·5.8% book·+9

DHRDANAHER CORPORATION

TRIM -51%·1.7% book·−17

AMTAMERICAN TOWER CORP NEW

TRIM -52%·0.8% book·−23

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.