Chuck Akre · Akre Capital Management

All superinvestors SEC filing

Proponent of the "three-legged stool": great business, great management, great reinvestment opportunity. Famous for long holds in Mastercard, Moody's, American Tower.

Prism interpretation

“Three-legged-stool compounders — payments, ratings, real-asset platforms.”

Focused — meaningful conviction in a handful of names.

Concentration profile

Positions

Top 1

27%

Top 5

90%

Top 10

100%

Effective N

5.3

Holdings · 6

Curated summary

Click any ticker for the full Prism report.

01
MAMastercard +2 others
16.1%
02
MCOMoody's +4 others
12.5%
03
VVisa +4 others
9.8%
04
KKRKKR
7.4%
05
RSGRepublic Services
6.8%
06
AMTAmerican Tower
6.1%

How this book compares

3 of Chuck Akre's holdings also appear in at least one other tracked portfolio. Cross-held names are flagged above with the +N others mark. The full consensus book is available on the Grand Portfolio page.

Tracked alongside 29 other superinvestors.