Akre Capital Management
Managed by Chuck Akre
- Portfolio value
- $6.13B
- Holdings
- 19
- Top 5 weight
- 56.88%
- Latest filing
Portfolio
Reported 13F holdings, largest positions first
20holdings
MA 18.58%BN 11.23%KKR 10.13%MCO 8.86%V 8.07%ROP 7.25%Other 35.87%
Company% PortfolioSharesValue
MAMASTERCARD INC18.58%2,281,000$1.14BBNBROOKFIELD CORP11.23%17,027,000$689.10MKKRKKR & CO INC10.13%6,718,000$621.40MMCOMOODYS CORP8.86%1,246,000$543.60MVVISA INC8.07%1,639,000$495.30MROPROPER TECHNOLOGIES INC7.25%1,257,000$444.90MCSGPCOSTAR GROUP INC6.8%10,348,000$417.40MFICOFAIR ISAAC CORP6.33%364,000$388.30MORLYO REILLY AUTOMOTIVE INC5.85%3,886,000$358.70MCPRTCOPART INC4.33%7,999,000$265.60MABNBAIRBNB INC4.19%2,034,000$256.90MCCCCCC INTELLIGENT SOLUTIONS HOLDINGS INC3.08%31,513,000$189.10MCRMSALESFORCE INC2.18%718,000$134.00MNOWSERVICENOW INC1.87%1,096,000$114.60MGSHDGOOSEHEAD INSURANCE INC0.31%443,000$18.90MCRMCLLSALESFORCE INC0.3%100,000$18.70MSOPHSOPHIA GENETICS SA0.3%3,719,000$18.40MAMTAMERICAN TOWER CORP0.14%51,000$8.80MPRMPERIMETER SOLUTIONS INC0.1%250,000$6.10MBRK.BBERKSHIRE HATHAWAY INC0.08%10,000$5.00M
From the fund's Q1 '26 13F filingWhat is a 13F?
Activity
Buys and sells, quarter by quarter
filing - 21 moves · 10 buy-side · 11 sell-side
CompanyChangeValue
MAMASTERCARD INC24.1%$1.14BBNBROOKFIELD CORP36.6%$689.10MKKRKKR & CO INC17.1%$621.40MMCOMOODYS CORP28.2%$543.60MVVISA INC38.8%$495.30MROPROPER TECHNOLOGIES INC13.8%$444.90MCSGPCOSTAR GROUP INC7.6%$417.40MFICOFAIR ISAAC CORP31.4%$388.30MORLYO REILLY AUTOMOTIVE INC42.2%$358.70MCPRTCOPART INC1.7%$265.60MABNBAIRBNB INC41.4%$256.90MCCCCCC INTELLIGENT SOLUTIONS HOLDINGS INC26.9%$189.10MCRMSALESFORCE INCNew$134.00MNOWSERVICENOW INCNew$114.60MGSHDGOOSEHEAD INSURANCE INC19.4%$18.90MCRMSALESFORCE INCNew$18.70MDHRDANAHER CORPSold$15.90MAMTAMERICAN TOWER CORP80.0%$8.80MPRMPERIMETER SOLUTIONS INCNew$6.10MKMXCARMAX INCSold$5.80MBRK.BBERKSHIRE HATHAWAY INC16.7%$5.00M
Changes are share-count changes vs. the prior quarter