Akre Capital Management Chuck Akre
Top positions activity
Value History
Quarterly report: Q2 2026
Total portfolio value: $5.1B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
MA
|
Mastercard Incorporated - Class A | 1.0B 19.95% | 2.0M | -291.2K ↓12.77% | |
|
MCO
|
Moody`s Corp. | 524.0M 10.22% | 1.2M | -89.2K ↓7.16% | |
|
KKR
|
KKR & Co. Inc. | 457.2M 8.92% | 5.0M | -1.7M ↓25.85% | |
|
FICO
|
Fair, Isaac Corp. | 432.3M 8.43% | 361.8K | -1.9K ↓0.53% | |
|
ROP
|
Roper Technologies Inc | 398.1M 7.77% | 1.2M | -80.7K ↓6.42% | |
|
V
|
Visa Inc - Class A | 381.1M 7.44% | 1.1M | -527.9K ↓32.21% | |
|
CSGP
|
Costar Group, Inc. | 331.3M 6.46% | 11.7M | +1.4M ↑13.06% | |
|
CPRT
|
Copart, Inc. | 225.1M 4.39% | 8.0M | -13.1K ↓0.16% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 199.1M 3.88% | 2.2M | -1.7M ↓44.37% | |
|
ABNB
|
Airbnb Inc - Class A | 169.4M 3.3% | 1.2M | -850.7K ↓41.82% | |
|
CCCS
|
CCC Intelligent Solutions Holdings Inc | 154.1M 3% | 29.9M | -1.7M ↓5.25% | |
|
CRM
|
Salesforce.Com Inc | 128.1M 2.5% | 817.8K | = | |
|
NOW
|
ServiceNow Inc | 123.7M 2.41% | 1.2M | +150.0K ↑13.68% |