Historical portfolio replay
Akre Capital disclosure snapshot: 10 years replay
A normalized view of Akre Capital Management’s six largest disclosed long equity positions at June 30, 2026. This is the firm’s dated filing, not Chuck Akre’s personal account or a complete portfolio.
Historical close-price movement · weights applied once at the start · no trades or rebalancing.
Historical result
What $10,000 would have become
- Estimated value
- $49,426
- Historical change
- +394.3%
- Data through
- Oct 9, 2026
Allocation
Akre Capital disclosure snapshot holdings
| Ticker | Company | Weight |
|---|---|---|
| MA | Mastercard | 30.5% |
| MCO | Moody's | 15.6% |
| BN | Brookfield Corporation | 15.4% |
| KKR | KKR | 13.6% |
| FICO | Fair Isaac | 12.9% |
| ROP | Roper Technologies | 12% |
Method
How this historical replay works
Each allocation weight is applied once at the beginning of the selected window. The result is a close-price illustration—not a brokerage record, trade history, rebalancing plan, recommendation, or projection.
Source: SEC Form 13F-HR · Akre Capital Management.
Snapshot date: 2026-06-30
Source reviewed: 2026-10-03
Weights normalize Mastercard, Moody’s, Brookfield, KKR, Fair Isaac, and Roper by reported market value. Smaller positions and the Salesforce call option are outside this stock-only selection. Form 13F is delayed and excludes cash, short positions, and non-reportable investments.
Historical windows