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Charles T. Akre Jr.

Akre Capital Management

United States

4.0

Grants Interest Rate Observer / Chuck Akre speaker portrait · reuse permission not confirmed

Charles T. Akre Jr. — Investment style

Growth7Value

Seeks quality compounders at reasonable valuations

Macro9Companies

Studies business economics over macro forecasts

Quantitative7Qualitative

Combines returns on capital with management assessment

Short term9Long term

Holds businesses through years of compounding

Concentrated2Diversified

Concentrates in a limited number of exceptional firms

Aggressive7Conservative

Emphasizes balance-sheet strength and permanent loss risk

Leveraged9Unleveraged

Favors cash-generative businesses over leveraged bets

Short9Long positions

Primarily buys and holds long equity positions

Innovative6Traditional

Prioritizes durable moats over industry novelty

Alternative assets9Stocks

Builds wealth chiefly through long-term equity ownership

Style and evaluation scores are subjective HappyStock editorial assessments.

Evaluation scores

Long-term excess returns7/10

Strong earlier record, but 10-year returns trail the index

Performance consistency5/10

Long-run returns include material periods of weakness

Downside protection4/10

Predecessor fund lost about 34% in 2008

Replicability8/10

Clear three-legged-stool framework for stock selection

Explosiveness7/10

A low-cost American Tower tranche rose over 100-fold

Top 3 investment successes

American Tower Deep-Value Purchase : In 2002, Akre bought additional American Tower shares near $0.80 as the stock collapsed, relying on tower economics and management quality In a 2017 talk, he said this low-cost tranche had appreciated more than 100-fold
Mastercard Long-Term Compounding : Akre Capital began buying Mastercard in 2010, attracted by its global payment network and scalability Despite later changes in share count, the June 2026 SEC 13F valued its holding at about $1.02 billion, nearly 20% of reportable positions
Moody’s Long-Term Holding : Akre bought Moody’s at just under $39 per share in January 2012 after studying the credit-rating industry’s durable franchise In a 2017 presentation, he noted that shares were near $110 The June 2026 13F still showed an approximately $524 million position

Top 3 investment setbacks

Premature Berkshire Hathaway Sale : Akre bought about 40 Berkshire Hathaway Class A shares near $120 each in 1977, but sold 39 around $500 in 1981 to finance a real-estate venture The sale was profitable, yet forfeited decades of subsequent compounding, making this an opportunity cost rather than a realized loss
Financial Crisis Risk Management Failure : In 2008, Akre failed to translate concerns about housing and credit into adequate portfolio protection His then-managed FBR Focus Fund fell roughly 34% He later acknowledged that the team had not incorporated mounting macroeconomic risks effectively
Software-Heavy Fund Drawdown : From August 2025 through July 2026, the Akre Focus ETF lost 20.13% while the S&P 500 gained 19.56% CoStar and Constellation Software were among its largest detractors This is a firm-level result under the current investment team, not a documented personal trade by Akre, who is now chairman

Top 10 reported SEC 13F holdings

Quarter ended: 2026-06-30 · Filed: 2026-08-14

#	Top 10 reported SEC 13F holdings	Share of reported 13F value
1	Mastercard (MA)	20%
2	Moody’s (MCO)	10%
3	Brookfield Corporation (BN)	10%
4	KKR & Co (KKR)	9%
5	Fair Isaac Corporation (FICO)	8%
6	Roper Technologies (ROP)	8%
7	Visa (V)	7%
8	CoStar Group (CSGP)	6%
9	Copart (CPRT)	4%
10	O’Reilly Automotive (ORLY)	4%

SEC 13F covers reported positions of an associated investment manager, not the investor’s full current portfolio.