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Quality style

Chuck Akre

Akre Capital Management · Focuses on strong companies with a lasting competitive edge

13F report Q2 2026Filed with the SEC on 2026-08-14
Portfolio value (US stocks)
$5.1B
Stocks held
19
New / Added
0 / 2
Trimmed / Sold out
11 / 0

Top 5 holdings: MA 20.0%, MCO 10.3%, BN 10.1%, KKR 9.0%, FICO 8.5%

Holdings in or near the buy zone today

From stocks Chuck Akre holds · latest close

See all
MAIn buy zone E1

MASTERCARD INCORPORATED

$551.47
▼ 2.1%

Price pulled back into the buy zone (E1) · 3 whales recently bought · Long-term uptrend

Buy zone
537.7–553.1
First target
578.7
Stop-loss
529.2
CADKTRTS
Chuck Akre, Dev Kantesaria +10Whale score 50
BNNear buy zone

BROOKFIELD CORP

$36.46
▼ 0.1%

Near the buy zone — 1.9% above the first entry · Held by 5 whales · Long-term downtrend — be careful

Buy zone
33.6–35.8
First target
38.5
Stop-loss
32.8
BACATGSM
Bill Ackman, Chuck Akre +3Whale score 33
VNear buy zone

VISA INC

$359.33
▼ 1.8%

Near the buy zone — 0.2% above the first entry · 4 whales recently bought · Long-term uptrend

Buy zone
341.4–358.7
First target
373.3
Stop-loss
336.0
CHMMCAAH
Chris Hohn, Mason Morfit +17Whale score 65
AMTNear buy zone

AMERICAN TOWER CORP

$163.69
▼ 2.2%

Near the buy zone — 1.1% above the first entry · 1 whale recently bought · Long-term downtrend — be careful

Buy zone
150.4–161.9
First target
173.8
Stop-loss
146.6
JGCAMGB
Joel Greenblatt, Chuck Akre +2

Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated

Trades in Q2 2026

Compared with the previous quarter's report

CSGP

COSTAR GROUP INC

6.8% → 6.5%
Shares +13%
NOW

SERVICENOW INC

1.9% → 2.4%
Shares +14%

All holdings

Weight = value of that stock ÷ total value of US stocks in the report

MATrimmedIn buy zone E1

MASTERCARD INCORPORATED · Financial Services · shares -13%

20.0%
$1.0B
Since report +7.6%
MCOTrimmed

MOODYS CORP · Financial Services · shares -7%

10.3%
$524M
Since report +0.5%
BNTrimmedNear buy zone

BROOKFIELD CORP · Financial Services · shares -29%

10.1%
$516M
Since report -14.2%
KKRTrimmed

KKR & CO L P DEL · Financial Services · shares -26%

9.0%
$457M
Since report -0.3%
FICOHeld

FAIR ISAAC CORP · Technology

8.5%
$432M
Since report -50.4%
ROPTrimmed

ROPER TECHNOLOGIES INC · Technology · shares -6%

7.8%
$398M
Since report +3.5%
VTrimmedNear buy zone

VISA INC · Financial Services · shares -32%

7.5%
$381M
Since report +4.9%
CSGPAdded

COSTAR GROUP INC · Real Estate · shares +13%

6.5%
$331M
Since report -3.2%
CPRTHeld

COPART INC · Industrials

4.4%
$225M
Since report -3.2%
ORLYTrimmed

OREILLY AUTOMOTIVE INC · Consumer Cyclical · shares -44%

3.9%
$199M
Since report -7.3%
ABNBTrimmed

AIRBNB INC · Consumer Cyclical · shares -42%

3.3%
$169M
Since report +12.3%
CCCTrimmed

CCC INTELLIGENT SOLUTIONS HL · Technology · shares -5%

3.0%
$154M
Since report +29.1%
NOWAdded

SERVICENOW INC · Technology · shares +14%

2.4%
$124M
Since report +35.0%
CRMHeldNear target

SALESFORCE INC · Technology

2.2%
$112M
Since report +46.8%
GSHDHeld

GOOSEHEAD INS INC · Financial Services

0.4%
$22M
Since report -6.5%
SOPHIA GENETICS SAHeld

SOPHIA GENETICS SA

0.4%
$21M
PRMHeld

PERIMETER SOLUTIONS INC

0.2%
$9M
AMTTrimmedNear buy zone

AMERICAN TOWER CORP NEW · Real Estate · shares -42%

0.09%
$5M
Since report +0.1%
BRK/BTrimmedNear buy zone

BERKSHIRE HATHAWAY INC DEL · Financial Services · shares -21%

0.08%
$4M
Since report -0.5%

Portfolio value over time

Each quarter per the 13F report (value at quarter end)

Latest $5.1B

Q1 202518 stocks
Q2 202519 stocks
Q3 202519 stocks
Q4 202518 stocks
Q1 202619 stocks
Q2 202619 stocks
Top holdings’ weight over time
QuarterMAMCOBNKKRFICO
Q2 202620.0%10.3%10.1%9.0%8.5%
Q1 202618.6%8.9%11.3%10.2%6.3%
Q4 202518.8%9.7%13.5%11.3%5.1%
Q3 202517.9%10.1%13.1%11.3%3.9%
Q2 202518.1%11.3%11.6%11.5%0.2%
Q1 202517.6%10.9%9.6%9.8%–

Sector breakdown

Financial Services
57.3%
Technology
23.9%
Consumer Cyclical
7.2%
Real Estate
6.6%
Industrials
4.4%
Other / funds / unknown
0.6%

Other whales

Alex SacerdoteAndreas HalvorsenBarry RosensteinBill AckmanBill GatesBill MillerBill NygrenBrad GerstnerBridgewaterCarl IcahnCathie WoodChase ColemanChris BloomstranChris HohnDan LoebDan SundheimDavid AbramsDavid EinhornDavid TepperDev KantesariaDuan YongpingFrancois RochonGeorge SorosGlenn GreenbergHenry EllenbogenHoward MarksJeff SmithJoel GreenblattLee AinslieLi LuMario GabelliMason MorfitMichael BurryMohnish PabraiNelson PeltzNick TrainPaul SingerPhilippe LaffontPrem WatsaRuane CunniffSeth KlarmanStanley DruckenmillerStephen MandelTerry SmithTom GaynerTom RussoWarren Buffett

13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice