Chuck Akre's Portfolio

Akre Capital Management 13F holdings

What is Chuck Akre's portfolio?

Akre Capital Management has disclosed a total of 19 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $10,030,655,183.

What stocks does Chuck Akre own?

In Chuck Akre's portfolio as of 30 Sep 2025, the top 5 holdings are (MA) MASTERCARD INC - A (17.89%), (BN) BROOKFIELD CORP (13.14%), (KKR) KKR & CO INC (11.29%), (V) VISA INC-CLASS A SHARES (10.12%) and (MCO) MOODY'S CORP (10.07%).

To see the historical data of Akre Capital Management's portfolio holdings please click on the "2025 Q3" dropdown menu and select the date.

To see Akre Capital Management's original 13F reports (2025 Q3), please click on the "important" button.

Portfolio value: $10B+
Period: 2025 Q3
Number of stock: 19
Update: 13 Nov 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ABNB
AIRBNB INC-CLASS A
4.20%
3,473,243
$121.42
9.98% $133.54
$421,721,165
AMT
AMERICAN TOWER CORP
0.85%
442,843
$192.32
0.94% $194.12
$85,167,566
-51.62% (-472,406)
-0.91%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
0.07%
13,985
$502.74
-
$7,030,819
BN
BROOKFIELD CORP
13.14%
19,215,941
$68.58
34.97% $44.60
$1,317,829,230
-0.02% (-3,349)
-0.00%
KMX
CARMAX INC
0.07%
150,600
$44.87
5.08% $47.15
$6,757,422
CCCS
CCC INTELLIGENT SOLUTIONS HO
1.48%
16,270,128
$9.11
-
$148,220,866
+10.16% (+1,500,000)
+0.14%
CPRT
COPART INC
1.90%
4,236,760
$44.97
31.15% $30.96
$190,527,097
+253.06% (+3,036,760)
+1.36%
CSGP
COSTAR GROUP INC
7.83%
9,306,485
$84.37
59.83% $33.89
$785,188,139
-0.03% (-2,747)
-0.00%
DHR
DANAHER CORP
1.73%
874,831
$198.26
7.04% $184.30
$173,443,994
-50.72% (-900,569)
-1.78%
FICO
FAIR ISAAC CORP
3.89%
260,849
$1,496.53
24.00% $1,137.33
$390,368,354
+2,751.43% (+251,701)
+3.76%
GSHD
GOOSEHEAD INSURANCE INC -A
0.27%
366,125
$74.42
48.47% $38.35
$27,247,022
KKR
KKR & CO INC
11.29%
8,713,264
$129.95
28.13% $93.40
$1,132,288,599
-1.52% (-134,300)
-0.17%
MA
MASTERCARD INC - A
17.89%
3,155,594
$568.81
13.67% $491.08
$1,794,933,423
-4.24% (-139,692)
-0.79%
MCO
MOODY'S CORP
10.07%
2,118,949
$476.48
5.27% $451.35
$1,009,636,820
-8.09% (-186,475)
-0.89%
ORLY
O'REILLY AUTOMOTIVE INC
9.26%
8,612,428
$107.81
16.21% $90.33
$928,505,863
-8.48% (-798,286)
-0.86%
ROP
ROPER TECHNOLOGIES INC
5.75%
1,156,673
$498.69
33.39% $332.18
$576,821,258
-19.65% (-282,795)
-1.41%
SOPH
SOPHIA GENETICS SA
0.18%
3,719,140
$4.76
5.04% $5.00
$17,703,106
VRSK
VERISK ANALYTICS INC
0.02%
8,279
$251.51
27.74% $181.73
$2,082,251
-4.17% (-360)
-0.00%
V
VISA INC-CLASS A SHARES
10.12%
2,973,760
$341.38
5.22% $323.57
$1,015,182,189
-6.35% (-201,480)
-0.69%
19 of 19

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.