We break down the stocks Chuck Akre (Akre Capital Management) bought, sold, and held in Q1 2025, including their holdings at the end of the quarter. All data sourced from Akre Capital Management's 13F filed on May 15, 2025.
Who are Chuck Akre and Akre Capital Management?
Akre Capital Management is an investment firm founded in 1989 by Charles "Chuck" Akre, known for his "three-legged stool" approach to identifying exceptional investments. The firm focuses on a concentrated portfolio of extraordinary businesses characterized by superior returns on capital, talented and ethical management teams, and the ability to reinvest free cash flow at high rates of return. This disciplined strategy has enabled Akre to deliver market-beating returns over multiple decades through long-term ownership of compounding machines rather than frequent trading.
Akrecapital.com
Wikipedia on Chuck Akre
Portfolio Changes in Q1 2025
New Positions
Akre did not establish any new positions during Q1 2025.
Bought
The firm increased its stake in CCC Intelligent Solutions Holdings Inc (CCCS) by 2.5 million shares, Airbnb, Inc. (ABNB) by 268,335 shares, and Brookfield Corporation (BN) by 124,842 shares.
Sold
Akre significantly reduced its position in American Tower Corporation (AMT) by 2.9 million shares (-44%), KKR & Co. Inc. (KKR) by 1.4 million shares (-33%), Moody's Corporation (MCO) by 643,469 shares (-22%), DigitalBridge Group, Inc. (DBRG) by 599,990 shares (-83%), and CarMax, Inc. (KMX) by 462,162 shares (-71%).
Holdings at the end of Q1 2025
| Ticker | Company | Weight | Change | Value |
|---|---|---|---|---|
| MA | Mastercard Incorporated | 17.6% | Sold | $1,825,829,377 |
| ORLY | O'Reilly Automotive, Inc. | 11.9% | Sold | $1,237,620,188 |
| MCO | Moody's Corporation | 10.9% | Sold | $1,134,168,436 |
| V | Visa Inc. | 10.7% | Sold | $1,112,794,610 |
| KKR | KKR & Co. Inc. | 9.8% | Sold | $1,022,866,823 |
| BN | Brookfield Corporation | 9.6% | Bought | $1,000,717,618 |
| ROP | Roper Technologies, Inc. | 8.2% | Sold | $854,412,261 |
| CSGP | CoStar Group, Inc. | 7.1% | Sold | $737,915,894 |
| AMT | American Tower Corporation | 5.4% | Sold | $563,408,179 |
| DHR | Danaher Corporation | 3.5% | $363,957,000 | |
| ABNB | Airbnb, Inc. | 3.4% | Bought | $348,552,384 |
| CCCS | CCC Intelligent Solutions Holdings Inc. | 1.1% | Bought | $119,109,168 |
| GSHD | Goosehead Insurance, Inc | 0.4% | $43,224,717 | |
| KMX | CarMax, Inc. | 0.2% | Sold | $15,995,028 |
| BRK-B | Berkshire Hathaway Inc. | 0.1% | Sold | $8,081,901 |
| SOPH | SOPHiA GENETICS SA | 0.1% | $7,428,513 | |
| VRSK | Verisk Analytics, Inc. | 0.0% | Sold | $3,017,569 |
| DBRG | DigitalBridge Group, Inc. | 0.0% | Sold | $1,453,003 |
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