What stocks does Chuck Akre own? — Akre Capital Management, LLC portfolio & 13F holdings

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 Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $9.1B across 18 positions. The largest holdings are MASTERCARD INCORPORATED, BROOKFIELD CORP, and KKR & CO L P DEL (MASTERCARD INCORPORATED alone is 18.8% of the book).

Recently exited names: VERISK ANALYTICS INC.