Superinvestor · SEC 13F
Chuck Akre portfolio — Q2 2026
Chuck Akre is founder of Akre Capital Management. Akre Capital Management reported $5.12B across 19 US-listed positions in its SEC Form 13F-HR for the quarter ended 2026-06-30, with MASTERCARD INCORPORATED the largest at $1.02B (19.95% of reported value). 13F positions are as of quarter-end and filed up to 45 days later — they are not current positions.
Definition
A 13F filing is a quarterly SEC disclosure required of institutional investment managers with at least $100M in US-listed equity assets. It lists the manager's long US equity positions as of quarter-end and must be filed within 45 days of that date. It excludes shorts, most bonds, non-US listings — and any personal accounts outside the firm's reported holdings. Source: SEC EDGAR Form 13F-HR.
Chuck Akre's top holdings — Q2 2026
| # | Holding | Value | % of reported | Δ shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | $1.02B | 19.95% | −291,200 |
| 2 | MOODYS CORP | $524.0M | 10.23% | −89,221 |
| 3 | BROOKFIELD CORP | $516.2M | 10.08% | −4,907,150 |
| 4 | KKR & CO INC | $457.2M | 8.93% | −1,736,592 |
| 5 | FAIR ISAAC CORP | $432.3M | 8.44% | −1,939 |
| 6 | ROPER TECHNOLOGIES INC | $398.1M | 7.77% | −80,670 |
| 7 | VISA INC | $381.1M | 7.44% | −527,917 |
| 8 | COSTAR GROUP INC | $331.3M | 6.47% | +1,351,123 |
| 9 | COPART INC | $225.1M | 4.39% | −13,130 |
| 10 | OREILLY AUTOMOTIVE INC | $199.1M | 3.89% | −1,723,995 |
Top 10 of 19 stored positions by value — see the full Akre Capital Management 13F table and filing history.
Disclosures shown are public regulatory filings. Data may be delayed or incomplete. Smart-money entities may no longer hold positions shown. Not investment advice.
What changed vs Q1 2026
Largest share-count changes between the two most recent stored filings. Value deltas include the quarter's price move.
- SERVICENOW INCadded · +$9.1M
- COSTAR GROUP INCadded · −$86.1M
- BROOKFIELD CORPreduced · −$172.9M
- KKR & CO INCreduced · −$164.2M
- OREILLY AUTOMOTIVE INCreduced · −$159.6M
- MASTERCARD INCORPORATEDreduced · −$117.8M
- VISA INCreduced · −$114.2M
Disclosures shown are public regulatory filings. Data may be delayed or incomplete. Smart-money entities may no longer hold positions shown. Not investment advice.
Related on Flock
Frequently asked questions
What stocks does Chuck Akre own?
As disclosed in Akre Capital Management's SEC 13F filing for the quarter ended 2026-06-30, the firm Chuck Akre founded reported 19 US-listed positions worth $5.12B, the largest being MASTERCARD INCORPORATED, MOODYS CORP, BROOKFIELD CORP. 13F positions are as of quarter-end, filed up to 45 days later — not current holdings. Not investment advice.
What is Chuck Akre's largest holding?
MASTERCARD INCORPORATED was the largest reported position in Akre Capital Management's Q2 2026 13F, valued at $1.02B — 19.95% of the $5.12B in reported holdings. Source: SEC EDGAR Form 13F-HR, quarter ended 2026-06-30.
What did Chuck Akre buy last quarter?
Versus the prior stored quarter (Q1 2026), Akre Capital Management's Q2 2026 13F shows share-count increases or newly reported positions including SERVICENOW INC, COSTAR GROUP INC. The full quarter-over-quarter tables are on the Akre Capital Management 13F page. Disclosure reporting, not investment advice.
Is this Chuck Akre's personal portfolio?
It is the portfolio Akre Capital Management disclosed in its SEC Form 13F-HR — the firm's long US-listed equity positions as of quarter-end. Chuck Akre is founder of Akre Capital Management. A 13F excludes shorts, most bonds, non-US listings, and any personal accounts outside the firm's reported holdings.
How current is this data?
13F positions are as of quarter-end and filed up to 45 days later, so they are never current positions. Flock's coverage of Akre Capital Management runs through the quarter ended 2026-06-30 and re-checks SEC EDGAR daily for new filings.
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