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 | 17.89% | Reduce −4.2% | 3,155,594 | $568.81 | $1.8B | −139,692 | −$57M |
| BN - Brookfield · CL A | 13.14% | Reduce 0.0% | 19,215,941 | $68.58 | $1.3B | −3,349 | +$129M |
| KKR - Kkr & L P Del | 11.29% | Reduce −1.5% | 8,713,264 | $129.95 | $1.1B | −134,300 | −$45M |
| V - VISA · CL A | 10.12% | Reduce −6.3% | 2,973,760 | $341.38 | $1B | −201,480 | −$112M |
| MCO - Moodys | 10.07% | Reduce −8.1% | 2,118,949 | $476.48 | $1B | −186,475 | −$147M |
| ORLY - Oreilly Automotive | 9.26% | Reduce −8.5% | 8,612,428 | $107.81 | $929M | −798,286 | +$80M |
| CSGP - Costar Group | 7.83% | Reduce 0.0% | 9,306,485 | $84.37 | $785M | −2,747 | +$37M |
| ROP - Roper Technologies | 5.75% | Reduce −19.6% | 1,156,673 | $498.69 | $577M | −282,795 | −$239M |
| ABNB - Airbnb · CL A | 4.20% | Hold | 3,473,243 | $121.42 | $422M | — | — |
| FICO - Fair Isaac | 3.89% | Add +2751.4% | 260,849 | $1,497 | $390M | +251,701 | +$374M |
| CPRT - Copart | 1.90% | Add +253.1% | 4,236,760 | $44.97 | $191M | +3,036,760 | +$132M |
| DHR - Danaher | 1.73% | Reduce −50.7% | 874,831 | $198.26 | $173M | −900,569 | −$177M |
| CCC — | 1.48% | Add +10.2% | 16,270,128 | $9.11 | $148M | +1,500,000 | +$9M |
| AMT - American Tower | 0.85% | Reduce −51.6% | 442,843 | $192.32 | $85M | −472,406 | −$117M |
| GSHD - Goosehead Ins · CL A | 0.27% | Hold | 366,125 | $74.42 | $27M | — | — |
| SOPH - Sophia Genetics SA | 0.18% | Hold | 3,719,140 | $4.76 | $18M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 0.07% | Hold | 13,985 | $502.74 | $7M | — | — |
| KMX - Carmax | 0.07% | Hold | 150,600 | $44.87 | $7M | — | — |
| VRSK - Verisk Analytics · CL A | 0.02% | Reduce −4.2% | 8,279 | $251.51 | $2M | −360 | −$609K |
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