Manager activity

AKRE CAPITAL MANAGEMENT LLC

Chuck Akre

2026 Q2 vs 2026 Q1 · filed 14 Aug · all filings · sitewide activity

Add 2

Reduce 13

15 shown

ticker	action	Δ port	detail	period
NOW	Add	+0.55 pp	+13.7% sh	Q1→Q2
CSGP	Add	−0.34 pp	+13.1% sh	Q1→Q2
FICO	Reduce	+2.11 pp	−0.5% sh	Q1→Q2
ORLY	Reduce	−1.96 pp	−44.4% sh	Q1→Q2
MA	Reduce	+1.37 pp	−12.8% sh	Q1→Q2
MCO	Reduce	+1.37 pp	−7.2% sh	Q1→Q2
KKR	Reduce	−1.20 pp	−25.8% sh	Q1→Q2
BN	Reduce	−1.16 pp	−28.8% sh	Q1→Q2
ABNB	Reduce	−0.88 pp	−41.8% sh	Q1→Q2
V	Reduce	−0.63 pp	−32.2% sh	Q1→Q2
ROP	Reduce	+0.52 pp	−6.4% sh	Q1→Q2
CCC	Reduce	−0.07 pp	−5.2% sh	Q1→Q2
CPRT	Reduce	+0.07 pp	−0.2% sh	Q1→Q2
AMT	Reduce	−0.05 pp	−42.4% sh	Q1→Q2
BRK.B	Reduce	0.00 pp	−20.8% sh	Q1→Q2