Chuck Akre Portfolio Holdings by Sector
Akre Capital Management LLC
- $10.5 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Credit Services | Financial Services
MA V 2 stocks |
$2.98 Million
28.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
KKR 1 stocks |
$1.52 Million
14.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$1.46 Million
13.93% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$1.06 Million
10.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$1.01 Million
9.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$770,380
7.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$666,780
6.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$407,543
3.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$348,157
3.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
CCCS 1 stocks |
$125,292
1.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$54,569
0.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
GSHD BRK-B 2 stocks |
$46,178
0.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
SOPH 1 stocks |
$6,869
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
VRSK 1 stocks |
$3,112
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|