Chuck Akre - Akre Capital Management – Largest Position Reductions (2026 Q1)
This report summarizes the most meaningful reductions and sell-offs made by Chuck Akre - Akre Capital Management in 2026 Q1. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| MA | 2,281,106 | $499.66 | Reduced | -24.10% | 18.62% | $1.14B | 2026 Q1 |
| BN | 17,027,077 | $40.47 | Reduced | -36.57% | 11.26% | $689.09M | 2026 Q1 |
| KKR | 6,718,078 | $92.5 | Reduced | -17.12% | 10.15% | $621.42M | 2026 Q1 |
| MCO | 1,246,114 | $436.25 | Reduced | -28.19% | 8.88% | $543.62M | 2026 Q1 |
| V | 1,638,798 | $302.24 | Reduced | -38.77% | 8.09% | $495.31M | 2026 Q1 |
| ORLY | 3,885,813 | $92.31 | Reduced | -42.17% | 5.86% | $358.7M | 2026 Q1 |
| ABNB | 2,034,473 | $126.28 | Reduced | -41.42% | 4.20% | $256.91M | 2026 Q1 |
| AMT | 50,772 | $172.58 | Reduced | -80.11% | 0.14% | $8.76M | 2026 Q1 |
| BRK.B | 10,339 | $479.16 | Reduced | -13.13% | 0.08% | $4.95M | 2026 Q1 |
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