Chuck Akre's top holdings (October 2025) include Mastercard Incorporated (MA), a global technology company that facilitates electronic payments.

Chuck Akre is the founder and portfolio manager of Akre Capital Management. His investment approach often centers on identifying "compounding machines"—companies that can consistently reinvest their earnings at high rates of return. The firm focuses on a concentrated portfolio of businesses chosen for their long-term compounding potential.

Mastercard Incorporated (MA)

Mastercard Incorporated is a global technology company in the payments industry, connecting consumers, businesses, banks, and governments worldwide. It facilitates electronic transactions through its branded payment cards and related services, operating a vast network that supports commerce across more than 210 countries and territories.
Mastercard has a market capitalization of $507.08B, with Chuck Akre's position currently valued at $1.87B. Analysts have set a price target of $635.5 for Mastercard, and the company's discounted cash flow analysis suggests a value of $408.96 per share.
Here's an overview of Chuck Akre's trades in Mastercard Incorporated:

Brookfield Corporation (BN)

Brookfield Corporation is a leading global alternative asset manager that focuses on real assets. Its operations span various sectors, including real estate, infrastructure, renewable power, private equity, and credit, managing a diverse portfolio on behalf of its clients and shareholders. The company has a significant global presence across these asset classes.
The company's market cap stands at $80.06B, while the current value of Chuck Akre's holding is $1.32B. Analysts have set a price target of $78.33 for Brookfield Corporation.
Here's an overview of Chuck Akre's trades in Brookfield Corporation:

KKR & Co. Inc. (KKR)

KKR & Co. Inc. is a global investment firm managing multiple alternative asset classes. These include private equity, energy, infrastructure, real estate, and credit, providing capital and strategic support to companies across various industries. KKR's expansive reach allows it to invest in businesses and assets globally.
KKR's market capitalization is $119.4B, and this holding in Chuck Akre's portfolio is currently worth $1.15B. Analysts have set a price target of $159.0 for KKR.
Here's an overview of Chuck Akre's trades in KKR & Co. Inc.:

Moody's Corp. (MCO)

Moody's Corp. operates as a global integrated risk assessment firm, offering credit ratings, research, and risk analysis services. It consists of two main divisions: Moody's Investors Service, which provides credit ratings and research, and Moody's Analytics, which develops software, data, and analytical solutions for financial markets.
Moody's Corp. has a market capitalization of $85.51B, and the current value of Chuck Akre's position is $1.1B. The company's discounted cash flow analysis suggests a value of $174.23 per share.
Here's an overview of Chuck Akre's trades in Moody's Corp.:

Visa Inc (V)

Visa Inc is a global payments technology company facilitating electronic funds transfers worldwide. It primarily operates through Visa-branded credit, debit, and prepaid cards, connecting consumers, merchants, financial institutions, and governments to its vast network. Visa is a key player in the global retail electronic payments ecosystem.
The company's market cap stands at $650.07B, and Chuck Akre's position is currently valued at $1.08B. Analysts project a price target of $412.0 for Visa, while its discounted cash flow analysis indicates a value of $268.4 per share.
Here's an overview of Chuck Akre's trades in Visa Inc: