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Rank #62 of 69 by 3-year alpha vs SPY · mechanically replicating this book, rebalanced at filing dates
A strong clone record is a track record, not a forecast — tested across a decade it doesn't reliably repeat. See what actually holds up →
Akre's $6.1B book saw across-the-board trims — MA −24%, V −39%, MCO −28%, BN −37%, ORLY −42% — with tiny new CRM and NOW stakes, the pattern of redemptions at a quality-compounder shop rather than a strategy pivot. Top-10 concentration remains 87%.
Generated quarterly from the filing data itself — holdings, changes, sector mix and clone-performance rank. Not investment advice.
Chuck Akre founded Akre Capital in 1989 and coined the 'three-legged stool' framework: extraordinary businesses, talented management, and reinvestment runway. The firm holds compounders like Mastercard, Moody's and O'Reilly for decades with near-zero turnover.
KKR
KKR & CO L P DEL
COM UNITS
$621.42M
9.2% of portfolio
David Tepper
Terry Smith