AKREby Soar (parsed from SEC EDGAR)
Chuck Akre
Chuck Akre built Akre Capital Management around a 'three-legged stool' philosophy: exceptional businesses, run by talented and honest managers, that can reinvest cash at high rates of return. The result is a very concentrated, very low-turnover portfolio of quality compounders held for the long term.
Track Record
Verified performance
64%Win rate
9wins·5losses
16 resolved all-time
38.8%–83.7% 95% CI
38.8%–83.7% 95% CI
Equity curve-3.0%
Indexed to 100 · 10-position book · 10% per trade · illustrative
Stats by window
Closed
14
9W · 5L
Win Rate
64.3%
38.8%–83.7% CI
Avg P&L
-3.58%
-4.00% median
Profit Factor
0.33
-3.58% exp.
Best Win
+19.0%
Worst Loss
-13.8%
Max Drawdown
32.8%
all-time
Avg Hold
—
Outcome mix
Target 2850%
Stop after T116%
Stopped out531%
Expired213%
P&L distribution
3
1
7
2
1
≤-20%0%≥+20%
By timeframe
NWinAvg
1464%-3.6%
By asset class
NWinAvg
1464%-3.6%
Every number is computed from this strategy’s own resolved signals — each card’s entry, targets, and stop measured against where price actually went. Win rate counts a Target 1 or Target 2 hit as a win and a stop as a loss; expired signals are excluded from win rate and average return. The equity curve sums each signal’s return at a 10-position book · 10% per trade · illustrative. Past performance does not guarantee future results.
Current Holdings
16 top holdings across 1 fund
Largest disclosed positions by reported value from each fund's most recent 13F-HR filing (Q2 2026). These reflect quarter-end holdings — not a signal to buy now.
Showing the top 16 of 19 disclosed holdings across 1 fund.
Akre Capital (Chuck Akre)Top 16 of 19 holdings
+3 more holdings not shown.
Holdings are from each fund’s most recent 13F-HR filing with the SEC (Q2 2026). 13F reports long U.S. equity positions only, filed up to 45 days after quarter-end — a fund may have already exited a position by the time the filing appears. Share counts and dollar values are as reported in the filing. Showing the largest positions per fund by reported value.
Recent Signals
Last 16 signals
About this strategy
Why it matters
Akre's compounding-machine approach has produced a strong long-term record. His disclosed holdings are a curated list of businesses screened for durable, reinvestable quality.
Disclosure: Soar publishes analysis from this source. We do not endorse, recommend, or advise on any trade. Past performance does not guarantee future results. All signals are educational; do your own research before acting.
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