Akre Capital Management LLC
Chuck Akre · As of Q4 2024 · filed Feb 13, 2025
| MA MASTERCARD INC - A | 16.9% | Reduced −5.5% | 3,703,739 | $1.95B |
| KKR KKR & CO INC | 13.2% | Reduced −9.7% | 10,283,564 | $1.52B |
| MCO MOODY'S CORP | 12.6% | Reduced −8.4% | 3,078,927 | $1.46B |
| BN BROOKFIELD CORP | 9.4% | Added +0.2% | 18,969,179 | $1.09B |
| ORLY O'REILLY AUTOMOTIVE INC | 9.2% | Reduced −2.6% | 895,280 | $1.06B |
| V VISA INC-CLASS A SHARES | 8.9% | Held | 3,271,740 | $1.03B |
| AMT AMERICAN TOWER CORP | 8.7% | Reduced −9.1% | 5,503,413 | $1.01B |
| ROP ROPER TECHNOLOGIES INC | 6.7% | Reduced −1.2% | 1,481,929 | $770.4M |
| CSGP COSTAR GROUP INC | 5.8% | Added +4.3% | 9,313,880 | $666.8M |
| DHR DANAHER CORP | 3.5% | Held | 1,775,400 | $407.5M |
| ABNB AIRBNB INC-CLASS A | 3.0% | Held | 2,649,398 | $348.2M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 1.1% | Held | 10,681,398 | $125.3M |
| KMX CARMAX INC | 0.5% | Reduced −48.5% | 667,437 | $54.6M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.3% | Held | 366,125 | $39.3M |
| DBRG DIGITALBRIDGE GROUP INC | 0.1% | Reduced −41.8% | 764,730 | $8.6M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 0.1% | Held | 15,274 | $6.9M |
| SOPH SOPHIA GENETICS SA | 0.1% | Held | 2,237,504 | $6.9M |
| VRSK VERISK ANALYTICS INC | 0.0% | Reduced −8.7% | 11,301 | $3.1M |
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.