Featured 13F manager
Akre Capital Management LLC Chuck Akre
Middleburg, VA 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $5.1B
- 19 Positions
- 2026 Q2
- −16.5% QoQ
- Top 5 57.6%
Portfolio
top 5 57.6% · top 10 87.6%
- MA - Mastercard · CL A 20.0%
- MCO - Moodys 10.2%
- BN - Brookfield · CL A 10.1%
- KKR - Kkr & L P Del 8.9%
- FICO - Fair Isaac 8.4%
- ROP - Roper Technologies 7.8%
- V - VISA · CL A 7.4%
- CSGP - Costar Group 6.5%
- CPRT - Copart 4.4%
- ORLY - Oreilly Automotive 3.9%
- ABNB - Airbnb · CL A 3.3%
- CCC — 3.0%
- Other 6.1%
AUM over time
Book
| MA - Mastercard · CL A | 18.17% | Reduce −13.5% | 5,061,834 | $426.51 | $2.2B | −788,927 | −$157M |
| MCO - Moodys | 15.70% | Reduce −6.2% | 4,776,940 | $390.56 | $1.9B | −317,706 | +$255M |
| AMT - American Tower | 12.36% | Add +0.5% | 6,804,599 | $215.88 | $1.5B | +36,375 | +$356M |
| KKR - Kkr & L P Del | 11.61% | Reduce −1.6% | 16,648,219 | $82.85 | $1.4B | −262,388 | +$338M |
| ORLY - Oreilly Automotive | 8.15% | Reduce −3.4% | 1,019,864 | $950.08 | $969M | −35,609 | +$10M |
| V - VISA · CL A | 7.69% | Reduce −26.9% | 3,508,740 | $260.35 | $914M | −1,292,214 | −$191M |
| ROP - Roper Technologies | 7.21% | Reduce −0.1% | 1,572,692 | $545.17 | $857M | −2,067 | +$95M |
| BN - Brookfield · CL A | 6.09% | Reduce −0.5% | 18,053,491 | $40.12 | $724M | −91,160 | +$157M |
| CSGP - Costar Group | 5.34% | Add +0.1% | 7,255,669 | $87.39 | $634M | +6,443 | +$77M |
| DHR - Danaher | 3.46% | Hold | 1,775,400 | $231.34 | $411M | — | — |
| KMX - Carmax | 1.76% | Reduce −0.2% | 2,726,695 | $76.74 | $209M | −6,767 | +$16M |
| BAM — · CL A | 1.17% | Reduce −0.2% | 3,455,966 | $40.17 | $139M | −7,906 | +$23M |
| DBRG - Digitalbridge Group · CL A | 0.65% | Reduce −1.0% | 4,402,220 | $17.54 | $77M | −45,410 | −$974K |
| SBAC - Sba Communications · CL A | 0.39% | New | 180,629 | $253.69 | $46M | +180,629 | +$46M |
| GSHD - Goosehead Ins · CL A | 0.16% | Hold | 243,672 | $75.80 | $18M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 0.05% | Reduce −3.2% | 16,560 | $356.66 | $6M | −550 | −$87K |
| VRSK - Verisk Analytics · CL A | 0.03% | Reduce −7.0% | 17,325 | $238.86 | $4M | −1,310 | −$264K |
| DLTR - Dollar Tree | 0.03% | Reduce −24.7% | 21,771 | $142.05 | $3M | −7,145 | +$14K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 20 | $5.1B | −16.5% | 13F-HR | 8/14/2026 | 000111252026000014 |
| 2026 Q1 | 20 | $6.1B | −32.7% | 13F-HR | 5/14/2026 | 000111252026000009 |
| 2025 Q4 | 18 | $9.1B | −9.1% | 13F-HR | 2/13/2026 | 000111252026000008 |
| 2025 Q3 | 19 | $10B | −1.8% | 13F-HR | 11/13/2025 | 000111252025000029 |
| 2025 Q2 | 19 | $10.2B | −1.8% | 13F-HR | 8/14/2025 | 000111252025000019 |
| 2025 Q1 | 18 | $10.4B | −10.0% | 13F-HR | 5/13/2025 | 000111252025000015 |
| 2024 Q4 | 18 | $11.6B | −3.8% | 13F-HR | 2/13/2025 | 000111252025000003 |
| 2024 Q3 | 18 | $12B | +5.7% | 13F-HR | 11/13/2024 | 000111252024000025 |
| 2024 Q2 | 19 | $11.4B | −6.0% | 13F-HR | 8/13/2024 | 000111252024000014 |
| 2024 Q1 | 21 | $12.1B | — | new holds | 5/23/2024 | 000111252024000012 |
| 2024 Q1 | 20 | $12.1B | +1.7% | 13F-HR | 5/13/2024 | 000111252024000010 |
| 2023 Q4 | 18 | $11.9B | +3.2% | 13F-HR | 2/9/2024 | 000111252024000006 |
| 2023 Q3 | 18 | $11.5B | −4.1% | 13F-HR | 11/13/2023 | 000111252023000019 |
| 2023 Q2 | 19 | $12B | +5.6% | 13F-HR | 8/11/2023 | 000111252023000013 |
| 2023 Q1 | 20 | $11.4B | +2.7% | 13F-HR | 5/12/2023 | 000111252023000008 |
| 2022 Q4 | 21 | $11.1B | −2.4% | 13F-HR | 2/13/2023 | 000111252023000006 |
| 2022 Q3 | 22 | $11.3B | −9.3% | 13F-HR | 11/14/2022 | 000111252022000015 |
| 2022 Q2 | 23 | $12.5B | −14.8% | 13F-HR | 8/11/2022 | 000111252022000013 |
| 2022 Q1 | 22 | $14.7B | −18.2% | 13F-HR | 5/13/2022 | 000111252022000009 |
| 2021 Q4 | 24 | $17.9B | +10.3% | 13F-HR | 2/11/2022 | 000111252022000005 |
| 2021 Q3 | 25 | $16.2B | — | 13F-HR | 11/12/2021 | 000111252021000023 |
About
AKRE CAPITAL MANAGEMENT LLC
21 processed 13Fs on this site · 2021 Q3–2026 Q2