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 Stock2000-11-30 → 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
⚠ BN was not publicly traded 2019-07-31 → 2022-07-31 (37 months) - treated as uninvested cash (0%) for that stretch.
⚠ BN was not publicly traded 2022-09-30 → 2022-11-30 (3 months) - treated as uninvested cash (0%) for that stretch.
Portfolio growth
Chuck Akre (Akre Capital)
CAGR13.89%
Max Drawdown-22.36%Sep 2022
Volatility20.42%
Sharpe0.61
Final balance$25,123
Total return151.23%
Drawdown
Annual returns
More statistics
| Chuck Akre (Akre Capital) | |
|---|---|
| Total Return | 151.23% |
| Sortino | 1.29 |
| Best Year | 36.05% |
| Worst Year | -13.08% |
| Positive Months | 60.00% |
| Annualized Return (mean) | 15.11% |