Chuck Akre: Top 10 Holdings (Q1 2020)

Johnny HopkinsChuck Akre, Top 10 HoldingsLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at Chuck Akre (3-31-2020). The current market value of his portfolio is $10,293,636,000.

Top 10 Positions

Stock Shares Value
($1000)
Port. Allocation
(%)
AMT / American Tower Corp. Class A 7,041,629 1,533,315 14.9
MA / MasterCard Incorporated 5,786,287 1,397,735 13.58
MCO / Moody’s Corp. 5,638,341 1,192,509 11.58
V / Visa, Inc. 5,243,370 844,812 8.21
SBAC / SBA Communications Corp. 2,465,000 665,476 6.46
ORLY / O’Reilly Automotive, Inc. 1,842,974 554,827 5.39
ROP / Roper Technologies, Inc. 1,705,110 531,670 5.17
MKL / Markel Corp. 497,391 461,524 4.48
KMX / CarMax, Inc. 8,190,371 440,888 4.28
ADBE / Adobe Systems, Inc. 1,140,000 362,794 3.52

For more articles like this, check out our value investing news here.

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