Chuck Akre · quarter digest
What Chuck Akre did in Q1 2026
Akre Capital Management filed 19 moves in Q1 2026: 3 new, 5 add, 9 trim, 2 exit.
13F filed 2026-05-15. Manager quality score: q9. Philosophy: The three-legged stool: great business, great management, great reinvestment.
New positions · 3
Fresh money
CRMSALESFORCE INC
NEW·2.5% book·−6
NOWSERVICENOW INC
NEW·1.9% book·+9
PRMPERIMETER SOLUTIONS INC
NEW·0.1% book·−2
Adds · 5
Adding to conviction
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Remove with Pro →Trims · 9
Taking chips off
MAMASTERCARD INCORPORATED
TRIM -24%·18.6% book·−1
BNBROOKFIELD CORP
TRIM -37%·11.2% book·+14
KKRKKR & CO L P DEL
TRIM -17%·10.1% book·−13
MCOMOODYS CORP
TRIM -28%·8.9% book·+14
VVISA INC
TRIM -39%·8.1% book·−14
ORLYOREILLY AUTOMOTIVE INC
TRIM -42%·5.8% book·−4
ABNBAIRBNB INC
TRIM -41%·4.2% book·−14
AMTAMERICAN TOWER CORP NEW
TRIM -80%·0.1% book·−23
BRK.BBERKSHIRE HATHAWAY INC DEL
TRIM -13%·0.1% book·−2
Exits · 2
Closed positions
DHRDANAHER CORPORATION
EXIT·0.0% book·−18
KMXCARMAX INC
EXIT·0.0% book·−19
Current top holdings
Chuck Akre’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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