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 | 16.11% | Reduce −2.9% | 3,920,592 | $493.80 | $1.9B | −118,757 | +$154M |
| MCO - Moodys | 13.28% | Reduce −20.3% | 3,362,880 | $474.59 | $1.6B | −858,224 | −$181M |
| KKR - Kkr & L P Del | 12.38% | Reduce −16.8% | 11,393,836 | $130.58 | $1.5B | −2,295,980 | +$47M |
| AMT - American Tower | 11.71% | Reduce −1.3% | 6,052,532 | $232.56 | $1.4B | −81,775 | +$215M |
| ORLY - Oreilly Automotive | 8.81% | Reduce −3.9% | 919,065 | $1,152 | $1.1B | −37,014 | +$49M |
| BN - Brookfield · CL A | 8.38% | Add +2.6% | 18,938,431 | $53.15 | $1B | +472,549 | +$240M |
| V - VISA · CL A | 7.49% | Hold | 3,271,740 | $274.95 | $900M | — | — |
| ROP - Roper Technologies | 6.94% | Reduce −2.9% | 1,499,429 | $556.44 | $834M | −44,250 | −$36M |
| CSGP - Costar Group | 5.61% | Add +1.9% | 8,934,093 | $75.44 | $674M | +163,670 | +$24M |
| DHR - Danaher | 4.11% | Hold | 1,775,400 | $278.02 | $494M | — | — |
| ABNB - Airbnb · CL A | 2.80% | Add +183.1% | 2,649,398 | $126.81 | $336M | +1,713,522 | +$194M |
| CCC — | 0.98% | Add +36.7% | 10,681,398 | $11.05 | $118M | +2,865,676 | +$31M |
| KMX - Carmax | 0.84% | Reduce −39.5% | 1,297,151 | $77.38 | $100M | −848,358 | −$57M |
| GSHD - Goosehead Ins · CL A | 0.27% | Hold | 366,125 | $89.30 | $33M | — | — |
| DBRG - Digitalbridge Group · CL A | 0.15% | Reduce −63.9% | 1,315,076 | $14.13 | $19M | −2,328,018 | −$31M |
| SOPH - Sophia Genetics SA | 0.07% | Add +16.5% | 2,237,504 | $3.65 | $8M | +317,072 | −$629K |
| BRK.B - Berkshire Hathaway · CL B | 0.06% | Reduce −3.9% | 15,274 | $460.26 | $7M | −621 | +$564K |
| VRSK - Verisk Analytics · CL A | 0.03% | Reduce −23.0% | 12,378 | $267.96 | $3M | −3,691 | −$1M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SBAC - Sba Communications · CL A | 0.86% | Exit | 0 | $196.30 | $98M | −500,000 | −$98M |
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