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Investors/ Akre Capital Management LLC/ Q2 2026

Akre Capital Management LLC

Chuck Akre · As of Q2 2026 · filed Aug 14, 2026

MA MASTERCARD INC - A
20.0%
Reduced −12.8% 1,989,906 $1.02B
MCO MOODY'S CORP
10.2%
Reduced −7.2% 1,156,893 $524.0M
BN BROOKFIELD CORP
10.1%
Reduced −28.8% 12,119,927 $516.2M
KKR KKR & CO INC
8.9%
Reduced −25.8% 4,981,486 $457.2M
FICO FAIR ISAAC CORP
8.4%
Reduced −0.5% 361,826 $432.3M
ROP ROPER TECHNOLOGIES INC
7.8%
Reduced −6.4% 1,176,562 $398.1M
V VISA INC-CLASS A SHARES
7.4%
Reduced −32.2% 1,110,881 $381.1M
CSGP COSTAR GROUP INC
6.5%
Added +13.1% 11,699,396 $331.3M
CPRT COPART INC
4.4%
Reduced −0.2% 7,985,808 $225.1M
ORLY O'REILLY AUTOMOTIVE INC
3.9%
Reduced −44.4% 2,161,818 $199.1M
ABNB AIRBNB INC-CLASS A
3.3%
Reduced −41.8% 1,183,749 $169.4M
CCC CCC INTELLIGENT SOLUTIONS HO
3.0%
Reduced −5.2% 29,858,935 $154.1M
NOW SERVICENOW INC
2.4%
Added +13.7% 1,246,099 $123.7M
CRM SALESFORCE INC
2.2%
Held 717,799 $112.5M
GSHD GOOSEHEAD INSURANCE INC -A
0.4%
Held 443,385 $21.5M
SOPH SOPHIA GENETICS SA
0.4%
Held 3,719,140 $21.5M
CRM CALL SALESFORCE INC
0.3%
Held 100,000 $15.7M
PRM PERIMETER SOLUTIONS INC
0.2%
Held 250,000 $8.9M
AMT AMERICAN TOWER CORP
0.1%
Reduced −42.4% 29,254 $4.8M
BRK/B BERKSHIRE HATHAWAY INC-CL B
0.1%
Reduced −20.8% 8,184 $4.1M

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.