Manager activity
Chuck Akre
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/14/2026 · full comparison · all filings
New · 4
Add · 6
Reduce · 9
Exit · 2
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Reduce | MASTERCARD INCORPORATED | -724,174 | -24.1% | -0.23 pp | 5/14/2026 |
| Reduce | BROOKFIELD CORP | -9,816,556 | -36.6% | -2.27 pp | 5/14/2026 |
| Reduce | VISA INC | -1,037,830 | -38.8% | -2.22 pp | 5/14/2026 |
| Reduce | KKR & CO L P DEL | -1,387,971 | -17.1% | -1.20 pp | 5/14/2026 |
| Reduce | MOODYS CORP | -489,117 | -28.2% | -0.86 pp | 5/14/2026 |
| Reduce | OREILLY AUTOMOTIVE INC | -2,834,006 | -42.2% | -0.87 pp | 5/14/2026 |
| Add | COSTAR GROUP INC | +730,468 | +7.6% | -0.29 pp | 5/14/2026 |
| Reduce | AIRBNB INC | -1,438,770 | -41.4% | -0.98 pp | 5/14/2026 |
| New | SALESFORCE INC | +717,799 | New | +2.18 pp | 5/14/2026 |
| New | SERVICENOW INC | +1,096,099 | New | +1.87 pp | 5/14/2026 |
| Add | FAIR ISAAC CORP | +86,320 | +31.1% | +1.19 pp | 5/14/2026 |
| Add | ROPER TECHNOLOGIES INC | +152,079 | +13.8% | +1.86 pp | 5/14/2026 |
| Add | COPART INC | +130,971 | +1.7% | +0.95 pp | 5/14/2026 |
| Reduce | AMERICAN TOWER CORP NEW | -204,495 | -80.1% | -0.35 pp | 5/14/2026 |
| New | SALESFORCE INC call | +100,000 | New | +0.30 pp | 5/14/2026 |
| Exit | DANAHER CORPORATION | -69,516 | Exit | -0.17 pp | 5/14/2026 |
| Add | GOOSEHEAD INS INC | +72,289 | +19.5% | +0.01 pp | 5/14/2026 |
| Add | CCC INTELLIGENT SOLUTIONS HL | +6,676,086 | +26.9% | +0.92 pp | 5/14/2026 |
| New | PERIMETER SOLUTIONS INC | +250,000 | New | +0.10 pp | 5/14/2026 |
| Exit | CARMAX INC | -150,600 | Exit | -0.06 pp | 5/14/2026 |
| Reduce | BERKSHIRE HATHAWAY INC DEL | -1,563 | -13.1% | +0.02 pp | 5/14/2026 |