Chuck Akre recent buys & sells (2026 Q2)
Akre Capital Management
Akre Capital Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $5.11B (-$1B)
- Previous value:
- $6.12B
- # of changes:
- 15
- New positions:
- 0
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
Akre Capital Management has disclosed a total of 15 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 13 position(s).
In the latest report(s) the following changes have been made to the top investments: (MA) Mastercard Inc (reduced shares -12.77%), (MCO) Moodys Corp (reduced shares -7.16%), (BN) Brookfield Corp (reduced shares -28.82%), (KKR) KKR & Co Inc (reduced shares -25.85%) and (FICO) Fair Isaac Corp (reduced shares -0.53%).
15 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
ServiceNow Inc
|
+13.68%
|
+150,000
|
1,246,099
|
+0.29%
|
$99.28
|
+50.83%($149.74)
|
2.42%
|
2026 Q1
|
~0.50 years
|
|
|
|
CoStar Group Inc
|
+13.06%
|
+1,351,123
|
11,699,396
|
+0.75%
|
$28.32
|
+16.42%($32.97)
|
6.49%
|
2019 Q4
|
~6.75 years
|
|
|
|
Copart Inc
|
-0.16%
|
-13,130
|
7,985,808
|
-0.01%
|
$28.19
|
-1.79%($27.68)
|
4.41%
|
2025 Q2
|
~1.25 years
|
|
|
|
Fair Isaac Corp
|
-0.53%
|
-1,939
|
361,826
|
-0.04%
|
$1,194.78
|
-33.81%($790.81)
|
8.47%
|
2025 Q2
|
~1.25 years
|
|
|
|
CCC Intelligent Solutions Holdings Inc
|
-5.25%
|
-1,654,135
|
29,858,935
|
-0.14%
|
$5.16
|
+47.67%($7.62)
|
3.02%
|
2024 Q1
|
~2.50 years
|
|
|
|
Roper Technologies Inc
|
-6.42%
|
-80,670
|
1,176,562
|
-0.45%
|
$338.39
|
+16.71%($394.95)
|
7.80%
|
2014 Q1
|
~12.50 years
|
|
|
|
Moodys Corp
|
-7.16%
|
-89,221
|
1,156,893
|
-0.66%
|
$452.92
|
+5.35%($477.16)
|
10.26%
|
2013 Q2*
|
> 13 years
|
|
|
|
Mastercard Inc
|
-12.77%
|
-291,200
|
1,989,906
|
-2.45%
|
$513.60
|
+21.14%($622.19)
|
20.01%
|
2013 Q2*
|
> 13 years
|
|
|
|
Berkshire Hathaway Inc
|
-20.84%
|
-2,155
|
8,184
|
-0.02%
|
$500.39
|
+7.58%($538.31)
|
0.08%
|
2013 Q2*
|
> 13 years
|
|
|
|
KKR & Co Inc
|
-25.85%
|
-1,736,592
|
4,981,486
|
-2.61%
|
$91.78
|
-2.62%($89.38)
|
8.95%
|
2018 Q1
|
~8.50 years
|
|
Insights | News
Insight
—
Outsized position · 2026 Q2
Insight
—
Outsized position · 2026 Q2
Insight
—
Outsized position · 2026 Q2
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".