Charles Akre founded Akre Capital in 1989. The fund uses a bottom-up approach of investing. Being value-oriented, Akre Capital invests primarily in undervalued companies with good business models, good management, and high rates of return. Charles Akre is very selective when it comes to investing. Majority of Akre Capital’s equity portfolio is made up of companies belonging to the services, technology, and financial sector. Akre is a conservative investor.
| Fund Name: | Akre Capital Management |
| Manager | Charles Akre |
| Portfolio Value | $1,418,248,000 |
| Change This QTR | +1.11% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | MA | 341,778 | $167,909 | -0% |
11.83% | |
| 2.) | AMT | 1,698,769 | $131,264 | -3% |
9.25% | |
| 3.) | MCO | 2,217,054 | $111,562 | +23% |
7.86% | |
| 4.) | ROST | 1,937,709 | $104,811 | -1% |
7.39% | |
| 5.) | MKL | 234,094 | $101,461 | +17% |
7.15% | |
| 6.) | DLTR | 2,265,058 | $91,871 | +50% |
6.47% | |
| 7.) | ORLY | 824,863 | $73,759 | -0% |
5.2% | |
| 8.) | V | 372,430 | $56,453 |  |
3.98% | |
| 9.) | ESGR | 505,325 | $56,586 | -2% |
3.98% | |
| 10.) | AMTD | 3,163,900 | $53,185 | |
3.75% |
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