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.