Akre Capital Management Chuck Akre

Top positions activity

Value History

Quarterly report: Q3 2025

Total portfolio value: $10.0B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
MA
Mastercard Incorporated - Class A 1.8B 17.89% 3.2M -139.7K ↓4.24%
KKR
KKR & Co. Inc. 1.1B 11.28% 8.7M -134.3K ↓1.52%
V
Visa Inc - Class A 1.0B 10.12% 3.0M -201.5K ↓6.35%
MCO
Moody`s Corp. 1.0B 10.06% 2.1M -186.5K ↓8.09%
ORLY
O`Reilly Automotive, Inc. 928.5M 9.25% 8.6M -798.3K ↓8.48%
CSGP
Costar Group, Inc. 785.2M 7.82% 9.3M -2.7K ↓0.03%
ROP
Roper Technologies Inc 576.8M 5.75% 1.2M -282.8K ↓19.65%
ABNB
Airbnb Inc - Class A 421.7M 4.2% 3.5M =
FICO
Fair, Isaac Corp. 390.4M 3.89% 260.8K +251.7K ↑2751.43%
CPRT
Copart, Inc. 190.5M 1.89% 4.2M +3.0M ↑253.06%
DHR
Danaher Corp. 173.4M 1.72% 874.8K -900.6K ↓50.72%
CCCS
CCC Intelligent Solutions Holdings Inc 148.2M 1.47% 16.3M +1.5M ↑10.16%
AMT
American Tower Corp. 85.2M 0.84% 442.8K -472.4K ↓51.62%