What stocks does Chuck Akre own?

As of Q2 2026, Akre Capital reported 20 positions with a combined 13F value of $5.1B. Its largest stock positions are MA ($1.0B), MCO ($524.0M) and BN ($516.2M).

How often does Akre Capital update its portfolio?

Akre Capital files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.

What does Akre Capital's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Akre Capital's portfolio data come from?

From the 13F filings Akre Capital makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Akre Capital Management LLC

Return history

Last 4 years · filing-date model

$100,000 to $158,375

$100,000 in SPY: $224,067.

Total return

+58.4%

Annualized (4Y CAGR)

+12.2%

vs SPY

−10.2 pts/yr

Moves a year

Avg hold

2.3 years

18 filings · quarters -9.8% to +17.3%

All time

+464% since Aug 14, 2013

Fund size $5B today

Oct 13, 2022 to Oct 12, 2026 · min. 94% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

Added to CSGP and trimmed MA in Q2 2026.

$5.1B in this filing20 positions

Holdings as of Jun 30, 2026. Filed Aug 14, 2026.

Stocks and funds

Share change vs Mar 31

1MAMastercard Incorporated20.01%
$1.0B - 2.0M shares-12.8%
2MCOMoodys Corp10.26%
$524.0M - 1.2M shares-7.2%
3BNBrookfield Corp10.11%
$516.2M - 12.1M shares-28.8%
4KKRKKR & Co L P Del8.95%
$457.2M - 5.0M shares-25.8%
5FICOFair Isaac Corp8.47%
$432.3M - 362K shares-0.5%
6ROPRoper Technologies Inc7.80%
$398.1M - 1.2M shares-6.4%
7VVisa Inc7.46%
$381.1M - 1.1M shares-32.2%
8CSGPCostar Group Inc6.49%
$331.3M - 11.7M shares+13.1%

#	Stock				At Jun 30	Now
1	MAMastercard Incorporated	20.01%	$1.0B	-12.8%	$513.60	$616.32 +20.0%
2	MCOMoodys Corp	10.26%	$524.0M	-7.2%	$452.92	$462.77 +2.2%
3	BNBrookfield Corp	10.11%	$516.2M	-28.8%	$42.59	$36.81 -13.6%
4	KKRKKR & Co L P Del	8.95%	$457.2M	-25.8%	$91.78	$87.63 -4.5%
5	FICOFair Isaac Corp	8.47%	$432.3M	-0.5%	$1194.78	$769.93 -35.6%
6	ROPRoper Technologies Inc	7.80%	$398.1M	-6.4%	$338.39	$382.45 +13.0%
7	VVisa Inc	7.46%	$381.1M	-32.2%	$343.09	$399.75 +16.5%
8	CSGPCostar Group Inc	6.49%	$331.3M	+13.1%	$28.32	$32.00 +13.0%

12 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 12 holdings

What is missing

Top 10 concentration: 88%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Common questions

What stocks does Chuck Akre own?: As of Q2 2026, Akre Capital reported 20 positions with a combined 13F value of $5.1B. Its largest stock positions are MA ($1.0B), MCO ($524.0M) and BN ($516.2M).
How often does Akre Capital update its portfolio?: Akre Capital files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.
What does Akre Capital's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Akre Capital's portfolio data come from?: From the 13F filings Akre Capital makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.