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 | 18.81% | Reduce −4.8% | 3,005,280 | $570.88 | $1.7B | −150,314 | −$79M |
| BN - Brookfield · CL A | 13.51% | Add +39.7% | 26,843,633 | $45.89 | $1.2B | +7,627,692 | −$86M |
| KKR - Kkr & L P Del | 11.33% | Reduce −7.0% | 8,106,049 | $127.48 | $1B | −607,215 | −$99M |
| V - VISA · CL A | 10.29% | Reduce −10.0% | 2,676,628 | $350.71 | $939M | −297,132 | −$76M |
| MCO - Moodys | 9.72% | Reduce −18.1% | 1,735,231 | $510.85 | $886M | −383,718 | −$123M |
| CSGP - Costar Group | 7.09% | Add +3.3% | 9,617,805 | $67.24 | $647M | +311,320 | −$138M |
| ORLY - Oreilly Automotive | 6.72% | Reduce −22.0% | 6,719,819 | $91.21 | $613M | −1,892,609 | −$316M |
| ROP - Roper Technologies | 5.39% | Reduce −4.5% | 1,105,153 | $445.13 | $492M | −51,520 | −$85M |
| ABNB - Airbnb · CL A | 5.17% | Hold | 3,473,243 | $135.72 | $471M | — | — |
| FICO - Fair Isaac | 5.14% | Add +6.4% | 277,445 | $1,691 | $469M | +16,596 | +$79M |
| CPRT - Copart | 3.38% | Add +85.7% | 7,867,967 | $39.15 | $308M | +3,631,207 | +$118M |
| CCC — | 2.16% | Add +52.7% | 24,836,984 | $7.95 | $197M | +8,566,856 | +$49M |
| AMT - American Tower | 0.49% | Reduce −42.4% | 255,267 | $175.57 | $45M | −187,576 | −$40M |
| GSHD - Goosehead Ins · CL A | 0.30% | Add +1.4% | 371,096 | $73.65 | $27M | +4,971 | +$84K |
| SOPH - Sophia Genetics SA | 0.19% | Hold | 3,719,140 | $4.67 | $17M | — | — |
| DHR - Danaher | 0.17% | Reduce −92.1% | 69,516 | $228.92 | $16M | −805,315 | −$158M |
| BRK.B - Berkshire Hathaway · CL B | 0.07% | Reduce −14.9% | 11,902 | $502.65 | $6M | −2,083 | −$1M |
| KMX - Carmax | 0.06% | Hold | 150,600 | $38.64 | $6M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| VRSK - Verisk Analytics · CL A | 0.02% | Exit | 0 | $251.48 | $2M | −8,279 | −$2M |
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