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Chuck Akre - Akre Capital Management Holdings – 2025 Q3

Explore the latest portfolio disclosure for Chuck Akre - Akre Capital Management, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.

The latest 2025 Q3 filing shows that Chuck Akre - Akre Capital Management maintains its largest exposure in Real Estate, which represents approximately 53.89% of the portfolio. This sector forms the core of Chuck Akre - Akre Capital Management's investment stance during this reporting period.

Additional major allocations include Finance (about 21.76%) and Consumer Discretionary (approximately 15.48%), reflecting how Chuck Akre - Akre Capital Management diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Chuck Akre - Akre Capital Management's positioning and conviction areas for the 2025 Q3 quarter.

Breakdown by Sector

Real Estate
53.9%
Finance
21.8%
Consumer Discretionary
15.5%
Technology
7.3%
Industrials
1.8%
Health Care
0.2%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
MA 3,155,594 $568.81 Reduced -4.24% 17.95% $1.79B 2025 Q3
BN 28,823,911 $45.72 Reduced -0.02% 13.18% $1.32B 2025 Q3
KKR 8,713,264 $129.95 Reduced -1.52% 11.32% $1.13B 2025 Q3
V 2,973,760 $341.38 Reduced -6.35% 10.15% $1.02B 2025 Q3
MCO 2,118,949 $476.48 Reduced -8.09% 10.10% $1.01B 2025 Q3
ORLY 8,612,428 $107.81 Reduced -8.48% 9.29% $928.51M 2025 Q3
CSGP 9,306,485 $84.37 Reduced -0.03% 7.85% $785.19M 2025 Q3
ROP 1,156,673 $498.69 Reduced -19.65% 5.77% $576.82M 2025 Q3
ABNB 3,473,243 $121.42 No Change No Change 4.22% $421.72M 2025 Q3
FICO 260,849 $1496.53 Increased 2751.43% 3.90% $390.37M 2025 Q3
CPRT 4,236,760 $44.97 Increased 253.06% 1.91% $190.53M 2025 Q3
DHR 874,831 $198.26 Reduced -50.72% 1.73% $173.44M 2025 Q3
CCC 16,270,128 $9.11 Increased 10.16% 1.48% $148.22M 2025 Q3
AMT 442,843 $192.32 Reduced -51.62% 0.85% $85.17M 2025 Q3
GSHD 366,125 $74.42 No Change No Change 0.27% $27.25M 2025 Q3
SOPH 3,719,140 $4.76 No Change No Change 0.18% $17.7M 2025 Q3
BRK.B 13,985 $502.75 No Change No Change 0.07% $7.03M 2025 Q3
KMX 150,600 $44.87 No Change No Change 0.07% $6.76M 2025 Q3
VRSK 8,279 $251.48 Reduced -4.17% 0.02% $2.08M 2025 Q3
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