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Chuck Akre / Akre Capital

⭐ Priority · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $6,134,537,825 · 19 positions · top-10 87.4% · SEC filing history →

13FScore 43/100 — cloning their disclosed top holdings over ~4.7y returned +2%/yr vs S&P +10%/yr (alpha -9%/yr), ahead of the market in 32% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$CRM · SALESFORCE INC2.5%$152,658,539-9%MedSalesforce provides cloud-based customer relationship management (CRM) software and a broad suite of enterprise applications for sales, service, marketing, and analytics.S&PBitget →
$NOW · SERVICENOW INC1.9%$114,597,150-1%MedServiceNow provides a cloud-based platform that automates and manages digital workflows for IT service management, operations, and enterprise business processes.S&PBitget →
$PRM · PERIMETER SOLUTIONS INC0.1%$6,105,000+41%MedPerimeter Solutions produces fire-safety products, including aerial firefighting retardants and foams, along with specialty lubricant additives.

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
$FICO · FAIR ISAAC CORP6.3%+31%+18%MedFair Isaac Corporation (FICO) develops the FICO credit score and provides analytics and decision-management software used by lenders and businesses for credit scoring and fraud detection.S&PCitrini
$CCC · CCC INTELLIGENT SOLUTIONS HL3.1%+27%+1%MedCCC Intelligent Solutions provides cloud software that connects insurers, repair shops, and parts suppliers to manage automotive-insurance claims and repairs.NASDAQ

Top holdings now

Issuer% bookSince entryBusinessTags
$MA · MASTERCARD INCORPORATED18.6%+48% ≥Q2 '21Mastercard operates a global payments technology network that processes electronic transactions between financial institutions, merchants, cardholders, and businesses, and provides related value-added services.S&P
$BN · BROOKFIELD CORP11.2%+108% Q4 '22Brookfield Corporation is a global owner and manager of real assets and alternative investments, with operations spanning renewable power, infrastructure, real estate, private equity, credit, and insurance.
KKR & CO L P DEL10.1%Global private-equity and alternative asset manager
$DUT · MOODYS CORP8.9%Moody's provides credit ratings, research, and risk analytics, operating Moody's Investors Service for debt ratings and Moody's Analytics for financial data, software, and risk-assessment tools.
$V · VISA INC8.1%+53% ≥Q2 '21Visa operates a global electronic-payments network that processes card and digital transactions between consumers, merchants, and financial institutions.S&PBitget →
$ROP · ROPER TECHNOLOGIES INC7.3%-22% ≥Q2 '21Roper Technologies is a diversified technology company that operates a portfolio of niche application software and engineered products businesses across many end markets.NASDAQS&P
$CSGP · COSTAR GROUP INC6.8%-66% ≥Q2 '21Provides commercial real estate data, analytics, and online marketplaces, including CoStar, LoopNet, Apartments.com, and Homes.com.NASDAQS&PCitrini
$FICO · FAIR ISAAC CORP6.3%-31% Q2 '25Fair Isaac Corporation (FICO) develops the FICO credit score and provides analytics and decision-management software used by lenders and businesses for credit scoring and fraud detection.S&PCitrini
$ORLY · OREILLY AUTOMOTIVE INC5.8%+142% ≥Q2 '21O'Reilly Automotive is a retailer and distributor of automotive aftermarket parts, tools, and accessories, serving both do-it-yourself customers and professional repair shops.NASDAQS&P
$CPRT · COPART INC4.3%-44% Q2 '25Operates online auction marketplaces that sell salvage, used, and total-loss vehicles on behalf of insurers, dealers, and other sellers.NASDAQS&P

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker