Portfolio of Akre Capital Management (Chuck Akre) (cik: 0001112520)

Akre focuses its capital in a select number of what it believes to be extraordinary businesses. These companies meet specific standards related to the business itself. The company seeks businesses that are enduring, with predictable high ROEs and FCFs, identifiable and sustainable competitive advantages, easy to understand and with strong balance sheets. These businesses also should treat their shareholders like partners, have lean corporate culture and their management is exceptionally pensioned and skilled in what they do.

Portfolio as of 2024/2

Source: SEC