Akre Capital Management Chuck Akre

Top positions activity

Value History

Quarterly report: Q4 2025

Total portfolio value: $9.1B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
MA
Mastercard Incorporated - Class A 1.7B 18.81% 3.0M -150.3K ↓4.76%
KKR
KKR & Co. Inc. 1.0B 11.32% 8.1M -607.2K ↓6.97%
V
Visa Inc - Class A 938.7M 10.29% 2.7M -297.1K ↓9.99%
MCO
Moody`s Corp. 886.4M 9.71% 1.7M -383.7K ↓18.11%
CSGP
Costar Group, Inc. 646.7M 7.09% 9.6M +311.3K ↑3.35%
ORLY
O`Reilly Automotive, Inc. 612.9M 6.72% 6.7M -1.9M ↓21.98%
ROP
Roper Technologies Inc 491.9M 5.39% 1.1M -51.5K ↓4.45%
ABNB
Airbnb Inc - Class A 471.4M 5.16% 3.5M =
FICO
Fair, Isaac Corp. 469.1M 5.14% 277.4K +16.6K ↑6.36%
CPRT
Copart, Inc. 308.0M 3.37% 7.9M +3.6M ↑85.71%
CCCS
CCC Intelligent Solutions Holdings Inc 197.5M 2.16% 24.8M +8.6M ↑52.65%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
DHR
Danaher Corp. 173.4M 1.72% 874.8K Sold Out
AMT
American Tower Corp. 85.2M 0.84% 442.8K Sold Out