Akre Capital Management LLC
Chuck Akre · As of Q4 2025 · filed Feb 13, 2026
| MA MASTERCARD INC - A | 18.8% | Reduced −4.8% | 3,005,280 | $1.72B |
| BN BROOKFIELD CORP | 13.5% | Added +39.7% | 26,843,633 | $1.23B |
| KKR KKR & CO INC | 11.3% | Reduced −7.0% | 8,106,049 | $1.03B |
| V VISA INC-CLASS A SHARES | 10.3% | Reduced −10.0% | 2,676,628 | $938.7M |
| MCO MOODY'S CORP | 9.7% | Reduced −18.1% | 1,735,231 | $886.4M |
| CSGP COSTAR GROUP INC | 7.1% | Added +3.3% | 9,617,805 | $646.7M |
| ORLY O'REILLY AUTOMOTIVE INC | 6.7% | Reduced −22.0% | 6,719,819 | $612.9M |
| ROP ROPER TECHNOLOGIES INC | 5.4% | Reduced −4.5% | 1,105,153 | $491.9M |
| ABNB AIRBNB INC-CLASS A | 5.2% | Held | 3,473,243 | $471.4M |
| FICO FAIR ISAAC CORP | 5.1% | Added +6.4% | 277,445 | $469.1M |
| CPRT COPART INC | 3.4% | Added +85.7% | 7,867,967 | $308.0M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 2.2% | Added +52.7% | 24,836,984 | $197.5M |
| AMT AMERICAN TOWER CORP | 0.5% | Reduced −42.4% | 255,267 | $44.8M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.3% | Added +1.4% | 371,096 | $27.3M |
| SOPH SOPHIA GENETICS SA | 0.2% | Held | 3,719,140 | $17.4M |
| DHR DANAHER CORP | 0.2% | Reduced −92.1% | 69,516 | $15.9M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 0.1% | Reduced −14.9% | 11,902 | $6.0M |
| KMX CARMAX INC | 0.1% | Held | 150,600 | $5.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| VRSK VERISK ANALYTICS INC | 8,279 | $2.1M |
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.