Chuck Akre
The "three-legged stool": a great business, excellent honest management, and a high-return reinvestment runway. Find it, concentrate, and let compounding work.
A U.S. value investor who founded Akre Capital in 1989. Famous for hunting "compounding machines" via his "three-legged stool": a great business, able and honest managers who allocate capital well, and a long reinvestment runway. He stepped back in 2020; the firm is run by protégés John Neff and Chris Cerrone.
Akre Capital files a 13F (≈45-day lag). Note: Chuck himself stepped back in 2020; the holdings below are the firm's current book under his successors, continuing his compounding-machine approach.
Holdings & weights
Q1 2026 · 13F (as of 31 Mar 2026)Weights are by market value, from real 13F / daily disclosure. This is a snapshot and will change — see live: Live 13F weights & activity on dataroma
The long-time #1 — its model compounding machine.
Analyze through a master's lensA compounding alternative-asset platform.
Analyze through a master's lensAn alternative-asset-management leader.
Analyze through a master's lensA high-pricing-power ratings oligopolist.
Analyze through a master's lensO'Reilly Automotive −42%, Copart Inc. +2%, Airbnb Inc. −41%, CCC Intelligent Solutions Hldgs Inc. +27%, new Salesforce.com, new ServiceNow Inc., Goosehead Insurance Inc. +19%, American Tower Corp. −80%.
In their own words
We look for businesses that can reinvest their excess cash at high rates of return.
Where to follow them
Primary sources. Read the original — don't settle for second-hand summaries.
Run any stock you care about through the "Growth · Scuttlebutt" lens.
Keep exploring
More people with a similar playbook
