Akre Capital Management

Latest statistics and disclosures from Akre Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MA, BN, KKR, MCO, V, and represent 56.88% of Akre Capital Management's stock portfolio.
  • Added to shares of these 9 stocks: CRM (+$153M), NOW (+$115M), FICO (+$92M), ROP (+$54M), CCC (+$40M), CSGP (+$30M), PRM (+$6.1M), CPRT, GSHD.
  • Started 3 new stock positions in PRM, CRM, NOW.
  • Reduced shares in these 10 stocks: BN (-$397M), MA (-$362M), V (-$314M), ORLY (-$262M), MCO (-$213M), ABNB (-$182M), KKR (-$128M), AMT (-$35M), DHR (-$16M), KMX (-$5.8M).
  • Sold out of its positions in KMX, DHR.
  • Akre Capital Management was a net seller of stock by $-1.4B.
  • Akre Capital Management has $6.1B in assets under management (AUM), dropping by -32.74%.
  • Central Index Key (CIK): 0001112520

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Portfolio Holdings for Akre Capital Management

Akre Capital Management holds 19 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mastercard Incorporated Cl A (MA) 18.6 $1.1B -24% 2.3M 499.66
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Brookfield Corp Cl A Ltd Vt Sh (BN) 11.2 $689M -36% 17M 40.47
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Kkr & Co L P Del Com Units (KKR) 10.1 $621M -17% 6.7M 92.50
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Moody's Corporation (MCO) 8.9 $544M -28% 1.2M 436.25
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Visa Com Cl A (V) 8.1 $495M -38% 1.6M 302.24
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Roper Industries (ROP) 7.3 $445M +13% 1.3M 353.86
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CoStar (CSGP) 6.8 $417M +7% 10M 40.34
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Fair Isaac Corporation (FICO) 6.3 $388M +31% 364k 1067.54
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O'reilly Automotive (ORLY) 5.8 $359M -42% 3.9M 92.31
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Copart (CPRT) 4.3 $266M 8.0M 33.20
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Airbnb Com Cl A (ABNB) 4.2 $257M -41% 2.0M 126.28
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Ccc Intelligent Solutions Holdings (CCC) 3.1 $189M +26% 32M 6.00
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salesforce (CRM) 2.5 $153M NEW 818k 186.67
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Servicenow (NOW) 1.9 $115M NEW 1.1M 104.55
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Goosehead Ins Com Cl A (GSHD) 0.3 $19M +19% 443k 42.66
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Sophia Genetics Sa Ordinary Shares (SOPH) 0.3 $18M 3.7M 4.95
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American Tower Reit (AMT) 0.1 $8.8M -80% 51k 172.58
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Perimeter Solutions Common Stock (PRM) 0.1 $6.1M NEW 250k 24.42
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $5.0M -13% 10k 479.20
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Past Filings by Akre Capital Management

SEC 13F filings are viewable for Akre Capital Management going back to 2000

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