Chuck Akre recent buys & sells (2026 Q1)
Akre Capital Management
Akre Capital Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $6.12B (-$3B)
- Previous value:
- $9.12B
- # of changes:
- 20
- New positions:
- 3
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 14 May 2026
Akre Capital Management has disclosed a total of 20 changes to the portfolio in the (2026 Q1) SEC report(s): increased the number of shares of 6, bought 3 totally new, decreased the number of shares of 9 and completely sold out 2 position(s).
What stocks did Chuck Akre buy in 2026 Q1?
During 2026 Q1 Chuck Akre has bought 9 securities out of which top 5 purchases (by % change to portfolio) were (ROP) Roper Technologies Inc (added shares +13.76%), (CSGP) CoStar Group Inc (added shares +7.59%), (FICO) Fair Isaac Corp (added shares +31.11%), (CPRT) Copart Inc (added shares +1.66%) and (CCC) CCC Intelligent Solutions Holdings Inc (added shares +26.88%).
In the 2026 Q1 report(s) the following changes have been made to the top investments: (MA) Mastercard Inc (reduced shares -24.10%), (BN) Brookfield Corp (reduced shares -36.57%), (KKR) KKR & Co Inc (reduced shares -17.12%), (MCO) Moodys Corp (reduced shares -28.19%) and (V) Visa Inc, CL-A (reduced shares -38.77%).
20 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Perimeter Solutions SA
|
new
|
+250,000
|
250,000
|
+0.1%
|
$24.42
|
+10.73%($27.04)
|
0.10%
|
2026 Q1
|
~0.25 years
|
|
|
|
Salesforce.com Inc
|
new
|
+717,799
|
717,799
|
+2.19%
|
$186.67
|
+30.03%($242.72)
|
2.19%
|
2026 Q1
|
~0.25 years
|
|
|
|
ServiceNow Inc
|
new
|
+1,096,099
|
1,096,099
|
+1.87%
|
$104.55
|
+43.23%($149.74)
|
1.87%
|
2026 Q1
|
~0.25 years
|
|
|
|
Fair Isaac Corp
|
+31.11%
|
+86,320
|
363,765
|
+1.51%
|
$1,067.54
|
-25.92%($790.81)
|
6.35%
|
2025 Q2
|
~1.00 year
|
|
|
|
CCC Intelligent Solutions Holdings Inc
|
+26.88%
|
+6,676,086
|
31,513,070
|
+0.65%
|
$6.00
|
+27.00%($7.62)
|
3.09%
|
2024 Q1
|
~2.25 years
|
|
|
|
Goosehead Insurance Inc
|
+19.48%
|
+72,289
|
443,385
|
+0.05%
|
$42.66
|
+10.31%($47.06)
|
0.31%
|
2018 Q4
|
~7.50 years
|
|
|
|
Roper Technologies Inc
|
+13.76%
|
+152,079
|
1,257,232
|
+0.88%
|
$353.86
|
+11.61%($394.95)
|
7.27%
|
2014 Q1
|
~12.25 years
|
|
|
|
CoStar Group Inc
|
+7.59%
|
+730,468
|
10,348,273
|
+0.48%
|
$40.34
|
-18.27%($32.97)
|
6.83%
|
2019 Q4
|
~6.50 years
|
|
|
|
Copart Inc
|
+1.66%
|
+130,971
|
7,998,938
|
+0.07%
|
$33.20
|
-16.61%($27.68)
|
4.34%
|
2025 Q2
|
~1.00 year
|
|
|
|
Berkshire Hathaway Inc
|
-13.13%
|
-1,563
|
10,339
|
-0.01%
|
$479.20
|
+12.34%($538.31)
|
0.08%
|
2013 Q2*
|
> 13 years
|
|
Insights | News
Insight
—
Consensus shift · 2026 Q1
* 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".