sec filings
Akre Capital Management
Chuck Akre · period Tue 30 Jun 2026 · filed Fri 14 Aug 2026 · $5.12B
| Stock | Change | Value | Shares | |
|---|---|---|---|---|
| MA MASTERCARD INCORPORATED | 20.0% | Trimmed -13% | $1.02B | 1,989,906 |
| MCO MOODYS CORP | 10.2% | Trimmed -7% | $523.98M | 1,156,893 |
| BN BROOKFIELD CORP | 10.1% | Trimmed -29% | $516.19M | 12,119,927 |
| KKR KKR & CO L P DEL | 8.9% | Trimmed -26% | $457.20M | 4,981,486 |
| FICO FAIR ISAAC CORP | 8.4% | Trimmed -1% | $432.30M | 361,826 |
| ROP ROPER TECHNOLOGIES INC | 7.8% | Trimmed -6% | $398.14M | 1,176,562 |
| V VISA INC | 7.4% | Trimmed -32% | $381.13M | 1,110,881 |
| CSGP COSTAR GROUP INC | 6.5% | Added +13% | $331.33M | 11,699,396 |
| CPRT COPART INC | 4.4% | Trimmed | $225.12M | 7,985,808 |
| ORLY OREILLY AUTOMOTIVE INC | 3.9% | Trimmed -44% | $199.08M | 2,161,818 |
| ABNB AIRBNB INC | 3.3% | Trimmed -42% | $169.39M | 1,183,749 |
| CCC CCC INTELLIGENT SOLUTIONS HL | 3.0% | Trimmed -5% | $154.07M | 29,858,935 |
| NOW SERVICENOW INC | 2.4% | Added +14% | $123.71M | 1,246,099 |
| CRM SALESFORCE INC | 2.2% | Same | $112.45M | 717,799 |
| GSHD GOOSEHEAD INS INC | 0.4% | Same | $21.50M | 443,385 |
| SOPH SOPHIA GENETICS SA | 0.4% | Same | $21.46M | 3,719,140 |
| CRM Call SALESFORCE INC | 0.3% | Same | $15.67M | 100,000 |
| PRM PERIMETER SOLUTIONS INC | 0.2% | Same | $8.91M | 250,000 |
| AMT AMERICAN TOWER CORP NEW | 0.1% | Trimmed -42% | $4.79M | 29,254 |
| BRK.B BERKSHIRE HATHAWAY INC DEL | 0.1% | Trimmed -21% | $4.10M | 8,184 |