Chuck Akre (Akre Capital)
The 'three-legged stool' quality-compounder book - Mastercard, Visa, Moody's - now run by Akre's successors.
Holdings as of Q1 2026 (latest SEC 13F) - weights normalized across the top US-listed holdings.
Mastercard Incorporated Common Stock2006-06-30 → 2026-06-30click to change
%
Brookfield Corporation Class A Limited Voting Shares2019-06-30 → 2026-06-30click to change
%
KKR & Co. Inc. Common Stock2018-01-31 → 2026-06-30click to change
%
Moody's Corporation Common Stock1994-11-30 → 2026-06-30click to change
%
Visa Inc.2008-04-30 → 2026-06-30click to change
%
Roper Technologies, Inc. - Common Stock1992-03-31 → 2026-06-30click to change
%
Total 100%
Data window Chuck Akre (Akre Capital): 2019-06-30 → 2026-06-30 · start: BN
Portfolio growth
Chuck Akre (Akre Capital)
CAGR11.55%
Max Drawdown-18.44%
Volatility20.12%
Sharpe0.43
Final balance$15,066
Total return50.66%
Drawdown
Annual returns
More statistics
| Chuck Akre (Akre Capital) | |
|---|---|
| Total Return | 50.66% |
| Sortino | 0.85 |
| Best Year | 36.84% |
| Worst Year | -16.34% |
| Positive Months | 60.00% |
| Annualized Return (mean) | 12.92% |