Copy Invest | Sonar Terminal

Chuck Akre - Akre Capital Management

307 trades · 288 closed · 19 open · Win rate: 52.4% · Avg return: +36.8% · Median return: +3%

⚠ 3 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
ANSS - Ansys Inc	Q4 2019	$257.41	Q1 2022	$317.65	+23.40%	Closed	History

TOL - Toll Brothers, Inc.	Q3 2003	$15.21	Q2 2008	$18.73	+23.14%	Closed	History

MSCI - MSCI Inc.	Q4 2009	$31.80	Q4 2010	$38.96	+22.52%	Closed	History

SNOW - Snowflake Inc.	Q2 2022	$139.06	Q3 2022	$169.96	+22.22%	Closed	History

RYL - Ryland Homes	Q3 2003	$73.11	Q1 2004	$88.83	+21.50%	Closed	History

BRO - Brown & Brown, Inc.	Q4 2004	$10.89	Q3 2007	$13.15	+20.75%	Closed	History

NDN - 99 Cents Only Stores	Q3 2009	$13.45	Q4 2010	$15.94	+18.51%	Closed	History

FTV - Fortive Corp.	Q3 2016	$32.10	Q1 2017	$37.98	+18.31%	Closed	History

OXPS - Optionsxpress Hldgs Inc	Q4 2009	$15.45	Q1 2011	$18.27	+18.25%	Closed	History

TDG - TransDigm Group Inc.	Q2 2013	$156.80	Q3 2014	$184.30	+17.54%	Closed	History

FSP - Franklin Street Pptys Corp	Q2 2008	$12.64	Q4 2008	$14.75	+16.69%	Closed	History

PDSG - PDS Gaming	Q3 2002	$0.96	Q4 2002	$1.12	+16.67%	Closed	History

MNRO - Monro, Inc.	Q2 2013	$48.05	Q3 2017	$56.05	+16.65%	Closed	History

ABT - Abbott Laboratories	Q1 2003	$16.87	Q2 2003	$19.63	+16.31%	Closed	History

EPD - Enterprise Products Partners L.P.	Q1 2011	$21.54	Q4 2012	$25.02	+16.16%	Closed	History

MWE - Markwest Energy Partners L P	Q1 2008	$30.84	Q2 2008	$35.64	+15.56%	Closed	History

SOPH - SOPHiA GENETICS SA	Q1 2024	$4.93	Open	$5.68	+15.21%	Open	History

FGMGQ - FL Gaming Corp/fgmg	Q2 2005	$12.60	Q4 2005	$14.49	+15.00%	Closed	History

MBRG - Middleburg Financial Corp	Q3 2009	$13.05	Q3 2011	$15.00	+14.94%	Closed	History

KO - The Coca-Cola Co.	Q1 2003	$20.24	Q2 2003	$23.21	+14.67%	Closed	History

MAR - Marriott International, Inc.	Q1 2020	$74.80	Q2 2020	$85.73	+14.61%	Closed	History

MCO - Moody's Corp.	Q3 2012	$44.17	Q4 2012	$50.32	+13.92%	Closed	History

SSD - Simpson Manufacturing Co., Inc.	Q1 2004	$24.48	Q4 2008	$27.76	+13.42%	Closed	History

RGC - Regal Entertainment	Q3 2003	$0.49	Q1 2005	$0.55	+13.01%	Closed	History

MGAM - Multimedia Games	Q3 2003	$36.39	Q4 2003	$41.10	+12.94%	Closed	History

V - Visa Inc.	Q3 2012	$33.57	Q4 2012	$37.90	+12.88%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q2 2010	$79.69	Q4 2012	$89.70	+12.56%	Closed	History

DDE - Dover Downs Gaming & Entertain	Q3 2002	$8.14	Q4 2002	$9.08	+11.55%	Closed	History

KT2 - Knight Transn Inc	Q1 2008	$16.46	Q2 2008	$18.30	+11.18%	Closed	History

AZO - AutoZone, Inc.	Q3 2004	$77.25	Q1 2005	$85.72	+10.96%	Closed	History

NDN - 99 Cents Only Stores	Q1 2008	$9.89	Q4 2008	$10.93	+10.52%	Closed	History

BDX - Becton, Dickinson and Co.	Q2 2010	$51.86	Q4 2011	$57.31	+10.50%	Closed	History

ROST - Ross Stores, Inc.	Q2 2013	$32.41	Q1 2014	$35.79	+10.43%	Closed	History

BHRB - Burke & Herbert Bank/bhrb	Q1 2005	$45.38	Q3 2005	$49.88	+9.93%	Closed	History

ESGR - Enstar Group Limited	Q3 2009	$101.89	Q4 2012	$111.98	+9.90%	Closed	History

CORSQ - Corus Bancshares	Q3 2002	$43.86	Q1 2005	$47.71	+8.78%	Closed	History

AMT - American Tower Corp.	Q3 2012	$71.39	Q4 2012	$77.27	+8.24%	Closed	History

CLNY - Colony Cap Inc New	Q3 2019	$6.00	Q1 2021	$6.48	+8.00%	Closed	History

BYI - Bally Technologies Inc	Q3 2009	$38.37	Q4 2009	$41.29	+7.61%	Closed	History

HUB - Chubb Corp	Q3 2003	$64.90	Q1 2004	$69.50	+7.09%	Closed	History

VRSK - Verisk Analytics, Inc.	Q3 2012	$47.61	Q4 2012	$50.97	+7.06%	Closed	History

UNM - Unum Group	Q3 2003	$14.77	Q4 2003	$15.77	+6.77%	Closed	History

DRT - Dollar Tree	Q3 2004	$26.95	Q4 2004	$28.77	+6.75%	Closed	History

DX5 - Dynamex Inc	Q2 2004	$13.91	Q4 2008	$14.75	+6.04%	Closed	History

ECPG - Encore Capital Group, Inc.	Q1 2008	$6.80	Q4 2008	$7.20	+5.88%	Closed	History

FGMGQ - FL Gaming Corp/fgmg	Q3 2006	$12.49	Q4 2006	$13.22	+5.84%	Closed	History

FDS - FactSet Research Systems Inc.	Q2 2013	$101.94	Q1 2014	$107.81	+5.76%	Closed	History

PTP - Platinum Underwriter	Q3 2003	$28.10	Q1 2005	$29.70	+5.69%	Closed	History

LPLA - LPL Financial Holdings Inc.	Q2 2013	$37.76	Q3 2015	$39.77	+5.32%	Closed	History

0542367D - Sands Regent/snds	Q2 2005	$9.75	Q4 2005	$10.18	+4.41%	Closed	History

CZN - Citizens Communication	Q1 2004	$12.93	Q3 2004	$13.39	+3.56%	Closed	History

KMB - Kimberly-Clark Corp.	Q4 2010	$60.43	Q1 2011	$62.58	+3.55%	Closed	History

MCRI - Monarch Casino & Resort, Inc.	Q3 2002	$6.66	Q4 2002	$6.87	+3.08%	Closed	History

ISCB - Intl. Speedway B	Q3 2004	$12.50	Q3 2005	$12.88	+3.00%	Closed	History

OLLI - Ollie's Bargain Outlet Holdings, Inc.	Q3 2019	$58.64	Q3 2021	$60.28	+2.80%	Closed	History

WRB - W. R. Berkley Corp.	Q2 2010	$7.84	Q3 2010	$8.02	+2.31%	Closed	History

2291233Q - Hollywood Casino	Q3 2002	$12.08	Q4 2002	$12.28	+1.66%	Closed	History

HRH - Hilb, Rogal, & Hamilton	Q3 2003	$31.04	Q1 2008	$31.47	+1.39%	Closed	History

AGY - Argosy Gaming	Q4 2004	$46.70	Q3 2005	$46.99	+0.62%	Closed	History

NOW - ServiceNow, Inc.	Q1 2026	$104.55	Open	$104.85	+0.29%	Open	History

OR1 - Tradestation Group Inc	Q1 2010	$7.01	Q1 2011	$7.03	+0.29%	Closed	History

2246800Q - Prime Hospitality	Q3 2004	$12.17	Q3 2004	$12.17	+0.00%	Closed	History

2860436Q - Liberty Media Group	Q3 2002	$7.18	Q3 2002	$7.18	+0.00%	Closed	History

2860436Q - Liberty Media Group	Q1 2003	$9.72	Q1 2003	$9.72	+0.00%	Closed	History

2951 - Philip Morris Co., Inc.	Q3 2002	$38.78	Q3 2002	$38.78	+0.00%	Closed	History

3161655Q - Mandalay Resort Group	Q1 2004	$57.25	Q1 2004	$57.25	+0.00%	Closed	History

916583Q - Enstar Group Ltd./esgr	Q3 2007	$126.75	Q3 2007	$126.75	+0.00%	Closed	History

ABT - Abbott Laboratories	Q3 2002	$18.14	Q3 2002	$18.14	+0.00%	Closed	History

ACF - Americredit Corp	Q3 2009	$15.79	Q3 2009	$15.79	+0.00%	Closed	History

AES - The AES Corp.	Q3 2002	$2.51	Q3 2002	$2.51	+0.00%	Closed	History

AGO - Assured Guaranty Ltd.	Q2 2011	$16.31	Q2 2011	$16.31	+0.00%	Closed	History

AMX - America Movil SAb De Cv	Q2 2013	$21.75	Q2 2013	$21.75	+0.00%	Closed	History

ANCUF - Alimentation Couche-Tard SVS C	Q4 2006	$21.74	Q4 2006	$21.74	+0.00%	Closed	History

ANCUF - Alimentation Couche-Tard SVS C	Q2 2007	$20.62	Q2 2007	$20.62	+0.00%	Closed	History

BAC - Bank of America Corp.	Q2 2013	$12.86	Q2 2013	$12.86	+0.00%	Closed	History

BHRB - Burke & Herbert Bank/bhrb	Q4 2006	$42.49	Q4 2006	$42.49	+0.00%	Closed	History

BK - Bank of New York	Q3 2002	$28.73	Q3 2002	$28.73	+0.00%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q3 2002	$23.75	Q3 2002	$23.75	+0.00%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q3 2002	$73,900.00	Q3 2002	$73,900.00	+0.00%	Closed	History

BRYG - Berkshire Hathaway B	Q3 2002	$2,464.80	Q3 2002	$2,464.80	+0.00%	Closed	History

C - Citigroup Inc.	Q3 2002	$296.50	Q3 2002	$296.50	+0.00%	Closed	History

CORSQ - Corus Bankshares/cors	Q3 2007	$13.02	Q3 2007	$13.02	+0.00%	Closed	History

CRI - Carter's, Inc.	Q3 2010	$26.33	Q3 2010	$26.33	+0.00%	Closed	History

CSX - CSX Corp.	Q3 2002	$1.47	Q3 2002	$1.47	+0.00%	Closed	History

DIS - The Walt Disney Co.	Q4 2016	$104.34	Q4 2016	$104.34	+0.00%	Closed	History

DLM - DelMonte Foods	Q3 2003	$8.70	Q3 2003	$8.70	+0.00%	Closed	History

EPD - Enterprise Products Partners L.P.	Q2 2013	$31.08	Q2 2013	$31.08	+0.00%	Closed	History

FFCH - First Finl Hldgs Inc	Q2 2010	$11.45	Q2 2010	$11.45	+0.00%	Closed	History

FMCC - Fed. Home Loan Mtg.	Q3 2002	$55.90	Q3 2002	$55.90	+0.00%	Closed	History

IRM* - Iron Mtn Inc	Q3 2009	$26.65	Q3 2009	$26.65	+0.00%	Closed	History

JEF - Jefferies Financial Group Inc.	Q4 2012	$16.19	Q4 2012	$16.19	+0.00%	Closed	History

JNJ - Johnson & Johnson	Q2 2005	$64.97	Q2 2005	$64.97	+0.00%	Closed	History

KBH - KB Homes/kbh	Q1 2006	$64.97	Q1 2006	$64.97	+0.00%	Closed	History

KKD - Krispy Kreme Doughnuts	Q3 2004	$12.66	Q3 2004	$12.66	+0.00%	Closed	History

KMX - CarMax, Inc.	Q4 2002	$8.94	Q4 2002	$8.94	+0.00%	Closed	History

KO - The Coca-Cola Co.	Q3 2002	$23.96	Q3 2002	$23.96	+0.00%	Closed	History

KSL - Kaneb Services	Q4 2002	$18.33	Q4 2002	$18.33	+0.00%	Closed	History

LEHMQ - Lehman Bros Hldgs Inc	Q1 2008	$37.64	Q1 2008	$37.64	+0.00%	Closed	History

LEN - Lennar Corp.	Q1 2006	$57.47	Q1 2006	$57.47	+0.00%	Closed	History

MER - Merrill Lynch/mer	Q1 2005	$56.69	Q1 2005	$56.69	+0.00%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.