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Chuck Akre · quarter digest

What Chuck Akre did in Q4 2024

Akre Capital Management filed 7 moves in Q4 2024: 0 new, 1 add, 6 trim, 0 exit.

13F filed 2025-02-14. Manager quality score: q9. Philosophy: The three-legged stool: great business, great management, great reinvestment.

Adds · 1

Adding to conviction

ADD +5%·17.5% book·−1

“Mastercard core add.”

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Trims · 6

Taking chips off

KKRKKR & CO L P DEL
TRIM -10%·13.2% book·−13
MCOMOODYS CORP
TRIM -8%·12.6% book·+14
AMTAMERICAN TOWER CORP NEW
TRIM -9%·8.7% book·−23
KMXCARMAX INC
TRIM -49%·0.5% book·−19
DBRGDIGITALBRIDGE GROUP INC
TRIM -42%·0.1% book·−8
VRSKVERISK ANALYTICS INC
TRIM -9%·0.0% book·−16
Current top holdings

Chuck Akre’s book, latest snapshot

#TickerWeight
1MA
Mastercard
17.8%
2V
Visa
14.2%
3MCO
Moody's
13.4%
4KKR
KKR & Co
8.9%
5CSGP
CoStar Group
6.8%
6META
Meta Platforms
3.1%
Other quarters for Chuck Akre

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.

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