Chuck Akre runs Akre Capital Management, LLC. "Compounding machines" — high-quality businesses bought at fair prices, held forever. Very concentrated (~18 positions). As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $5.1B across 20 positions. The largest holdings are MASTERCARD INCORPORATED, MOODYS CORP, and BROOKFIELD CORP (MASTERCARD INCORPORATED alone is 20.0% of the book).

Chuck Akre runs Akre Capital Management, LLC. "Compounding machines" — high-quality businesses bought at fair prices, held forever. Very concentrated (~18 positions). As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $5.1B across 20 positions. The largest holdings are MASTERCARD INCORPORATED, MOODYS CORP, and BROOKFIELD CORP (MASTERCARD INCORPORATED alone is 20.0% of the book).