Akre Capital Management Chuck Akre
Top positions activity
Value History
Quarterly report: Q1 2026
Total portfolio value: $6.1B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
MA
|
Mastercard Incorporated - Class A | 1.1B 18.57% | 2.3M | -724.2K ↓24.10% | |
|
KKR
|
KKR & Co. Inc. | 621.4M 10.12% | 6.7M | -1.4M ↓17.12% | |
|
MCO
|
Moody`s Corp. | 543.6M 8.86% | 1.2M | -489.1K ↓28.19% | |
|
V
|
Visa Inc - Class A | 495.3M 8.07% | 1.6M | -1.0M ↓38.77% | |
|
ROP
|
Roper Technologies Inc | 444.9M 7.25% | 1.3M | +152.1K ↑13.76% | |
|
CSGP
|
Costar Group, Inc. | 417.4M 6.8% | 10.3M | +730.5K ↑7.59% | |
|
FICO
|
Fair, Isaac Corp. | 388.3M 6.33% | 363.8K | +86.3K ↑31.11% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 358.7M 5.84% | 3.9M | -2.8M ↓42.17% | |
|
CPRT
|
Copart, Inc. | 265.6M 4.32% | 8.0M | +131.0K ↑1.66% | |
|
ABNB
|
Airbnb Inc - Class A | 256.9M 4.18% | 2.0M | -1.4M ↓41.42% | |
|
CCCS
|
CCC Intelligent Solutions Holdings Inc | 189.1M 3.08% | 31.5M | +6.7M ↑26.88% | |
|
CRM
|
Salesforce.Com Inc | 152.7M 2.48% | 817.8K | +817.8K Newly Added | |
|
NOW
|
ServiceNow Inc | 114.6M 1.86% | 1.1M | +1.1M Newly Added |