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Chuck Akre · quarter digest

What Chuck Akre did in Q4 2025

Akre Capital Management filed 9 moves in Q4 2025: 0 new, 2 add, 6 trim, 1 exit.

13F filed 2026-02-14. Manager quality score: q9. Philosophy: The three-legged stool: great business, great management, great reinvestment.

← Q3 2025Q4 2025 · fleet digest(archive end) →
Adds · 2

Adding to conviction

MA
ADD +4%·17.8% book·+17

“Adding to Mastercard — long-time core.”

BNBROOKFIELD CORP
ADD +40%·13.5% book·+23
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Trims · 6

Taking chips off

VVISA INC
TRIM -10%·10.3% book·+8
MCOMOODYS CORP
TRIM -18%·9.7% book·+15
META
TRIM -10%·3.1% book·+5

“Trimming META exposure.”

AMTAMERICAN TOWER CORP NEW
TRIM -42%·0.5% book·−9
DHRDANAHER CORPORATION
TRIM -92%·0.2% book·−6
BRK.BBERKSHIRE HATHAWAY INC DEL
TRIM -15%·0.1% book·+2
Exits · 1

Closed positions

VRSKVERISK ANALYTICS INC
EXIT·0.0% book·−15
Current top holdings

Chuck Akre’s book, latest snapshot

#TickerWeight
1MA
Mastercard
17.8%
2V
Visa
14.2%
3MCO
Moody's
13.4%
4KKR
KKR & Co
8.9%
5CSGP
CoStar Group
6.8%
6META
Meta Platforms
3.1%

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