Historical position

Chuck Akre’s Balchem Corp (BCPC) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Akre Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2002Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares40.00KHighest verified quarter-end share count
Quarters reported3Verified quarters with shares above zero
What happened?

Akre Capital Management first reported Balchem Corp in Q1 2002. Verified positive position history runs through Q4 2002. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2002
New position+40.00K shares · 40.00K shares reported
Filing context

Quarter-end price $23.25 · Estimated holding basis $21.60

Portfolio importance

How important was Balchem Corp in Akre Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight1.0%Q4 2002
Last reported rank#17of 30 reported positions
Peak portfolio weight1.1%Q2 2002
Best historical rank#17Q4 2002
At peak importanceQ2 2002
BCPC
1.1%
Largest holding
25.5%
Cross-investor discovery

Who else owns Balchem Corp?

Also reported by 1 other tracked investor in their latest verified filings.

Explore Balchem Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$182.482026-09-17

Market context only; not an investor transaction price.

Latest filing quarter-end price$23.25Q2 2002

Derived from validated reported value and shares where supported.

Estimated holding basis$21.60Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Akre Capital Management, LLC’s Form 13F disclosures. It is not Chuck Akre’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.