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, V, MCO, and represent 63.66% of Akre Capital Management's stock portfolio.
  • Added to shares of these 6 stocks: BN (+$350M), CPRT (+$142M), CCC (+$68M), FICO (+$28M), CSGP (+$21M), GSHD.
  • Reduced shares in these 10 stocks: MCO (-$196M), DHR (-$184M), ORLY (-$173M), V (-$104M), MA (-$86M), KKR (-$77M), AMT (-$33M), ROP (-$23M), , BRK.B.
  • Sold out of its position in VRSK.
  • Akre Capital Management was a net seller of stock by $-270M.
  • Akre Capital Management has $9.1B in assets under management (AUM), dropping by -9.07%.
  • Central Index Key (CIK): 0001112520

Tip: Access up to 7 years of quarterly data

Positions held by Akre Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Akre Capital Management

Akre Capital Management holds 18 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mastercard Incorporated Cl A (MA) 18.8 $1.7B -4% 3.0M 570.88
 View chart
Brookfield Corp Cl A Ltd Vt Sh (BN) 13.5 $1.2B +39% 27M 45.89
 View chart
Kkr & Co L P Del Com Units (KKR) 11.3 $1.0B -6% 8.1M 127.48
 View chart
Visa Com Cl A (V) 10.3 $939M -9% 2.7M 350.71
 View chart
Moody's Corporation (MCO) 9.7 $886M -18% 1.7M 510.85
 View chart
CoStar (CSGP) 7.1 $647M +3% 9.6M 67.24
 View chart
O'reilly Automotive (ORLY) 6.7 $613M -21% 6.7M 91.21
 View chart
Roper Industries (ROP) 5.4 $492M -4% 1.1M 445.13
 View chart
Airbnb Com Cl A (ABNB) 5.2 $471M 3.5M 135.72
 View chart
Fair Isaac Corporation (FICO) 5.1 $469M +6% 277k 1690.62
 View chart
Copart (CPRT) 3.4 $308M +85% 7.9M 39.15
 View chart
Ccc Intelligent Solutions Holdings (CCC) 2.2 $198M +52% 25M 7.95
 View chart
American Tower Reit (AMT) 0.5 $45M -42% 255k 175.57
 View chart
Goosehead Ins Com Cl A (GSHD) 0.3 $27M 371k 73.65
 View chart
Sophia Genetics Sa Ordinary Shares (SOPH) 0.2 $17M 3.7M 4.67
 View chart
Danaher Corporation (DHR) 0.2 $16M -92% 70k 228.92
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $6.0M -14% 12k 502.65
 View chart
CarMax (KMX) 0.1 $5.8M 151k 38.64
 View chart

Past Filings by Akre Capital Management

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

View all past filings