Akre Capital Management (Chuck Akre)

Akre Capital Management (Chuck Akre) has filed 13F reports from Q1 2013 through Q2 2026. The portfolio has returned 2.2% annualized over five years, with 17.5% volatility and a maximum drawdown of 29.0%. Across all filing periods, 7.4% included restatements and 5.6% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.