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Chuck Akre · quarter digest

What Chuck Akre did in Q1 2026

Akre Capital Management filed 18 moves in Q1 2026: 2 new, 5 add, 9 trim, 2 exit.

13F filed 2026-05-15. Manager quality score: q9. Philosophy: The three-legged stool: great business, great management, great reinvestment.

New positions · 2

Fresh money

CRMSALESFORCE INC
NEW·2.5% book·−12
NOWSERVICENOW INC
NEW·1.9% book·+11
Adds · 5

Adding to conviction

ROPROPER TECHNOLOGIES INC
ADD +14%·7.3% book·+9
CSGPCOSTAR GROUP INC
ADD +8%·6.8% book·−6
FICOFAIR ISAAC CORP
ADD +31%·6.3% book·+31
CCCSCCC INTELLIGENT SOLUTIONS HL
ADD +27%·3.1% book·+3
GSHDGOOSEHEAD INS INC
ADD +19%·0.3% book·−5
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Trims · 9

Taking chips off

MAMASTERCARD INCORPORATED
TRIM -24%·18.6% book·0
BNBROOKFIELD CORP
TRIM -37%·11.2% book·+12
KKRKKR & CO L P DEL
TRIM -17%·10.1% book·−12
MCOMOODYS CORP
TRIM -28%·8.9% book·+16
VVISA INC
TRIM -39%·8.1% book·−10
ORLYOREILLY AUTOMOTIVE INC
TRIM -42%·5.8% book·−2
ABNBAIRBNB INC
TRIM -41%·4.2% book·−15
AMTAMERICAN TOWER CORP NEW
TRIM -80%·0.1% book·−23
BRK.BBERKSHIRE HATHAWAY INC DEL
TRIM -13%·0.1% book·−5
Exits · 2

Closed positions

DHRDANAHER CORPORATION
EXIT·0.0% book·−17
CARGCARMAX INC
EXIT·0.0% book·−19
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%
Other quarters for Chuck Akre

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