Chuck Akre recent buys & sells (2026 Q3)
Akre Capital Management
Akre Capital Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $4.40B (-$705M)
- Previous value:
- $5.11B
- # of changes:
- 17
- New positions:
- 2
- Reported for:
- 30 Sep 2026 (Q3)
- Latest filing date:
- 13 Nov 2026
Akre Capital Management has disclosed a total of 17 changes to the portfolio in the latest (2026 Q3) SEC report(s): increased the number of shares of 1, bought 2 totally new, decreased the number of shares of 13 and completely sold out 1 position(s).
In the latest report(s) the following changes have been made to the top investments: (MA) Mastercard Inc (reduced shares -11.59%), (MCO) Moodys Corp (reduced shares -11.93%), (KKR) KKR & Co Inc (reduced shares -13.48%), (BN) Brookfield Corp (reduced shares -13.34%) and (ROP) Roper Technologies Inc (reduced shares -14.80%).
17 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Rollins Inc
|
new
|
+320,000
|
320,000
|
+0.22%
|
$30.12
|
+29.00%($38.86)
|
0.22%
|
2026 Q3
|
~0.25 years
|
|
|
|
Transdigm Group Incorporated
|
new
|
+11,500
|
11,500
|
+0.28%
|
$1,082.60
|
+13.13%($1,224.72)
|
0.28%
|
2026 Q3
|
~0.25 years
|
|
|
|
Fair Isaac Corp
|
+3.94%
|
+14,246
|
376,072
|
+0.19%
|
$592.47
|
+20.03%($711.16)
|
5.06%
|
2025 Q2
|
~1.50 years
|
|
|
|
CCC Intelligent Solutions Holdings Inc
|
-2.23%
|
-666,606
|
29,192,329
|
-0.09%
|
$6.66
|
+15.54%($7.70)
|
4.42%
|
2024 Q1
|
~2.75 years
|
|
|
|
Berkshire Hathaway Inc
|
-2.44%
|
-200
|
7,984
|
-0%
|
$497.95
|
+19.19%($593.53)
|
0.09%
|
2013 Q2*
|
> 13 years
|
|
|
|
American Tower Corp
|
-3.54%
|
-1,035
|
28,219
|
-0%
|
$163.69
|
+16.71%($191.05)
|
0.10%
|
2013 Q2*
|
> 13 years
|
|
|
|
OReilly Automotive Inc
|
-6.09%
|
-131,757
|
2,030,061
|
-0.22%
|
$85.41
|
+7.84%($92.11)
|
3.94%
|
2013 Q2*
|
> 13 years
|
|
|
|
Goosehead Insurance Inc
|
-6.52%
|
-28,892
|
414,493
|
-0.03%
|
$45.36
|
+1.63%($46.10)
|
0.43%
|
2018 Q4
|
~8.00 years
|
|
|
|
Copart Inc
|
-7.12%
|
-568,567
|
7,417,241
|
-0.3%
|
$27.28
|
+17.12%($31.95)
|
4.60%
|
2025 Q2
|
~1.50 years
|
|
|
|
CoStar Group Inc
|
-7.60%
|
-889,598
|
10,809,798
|
-0.48%
|
$27.40
|
+12.92%($30.94)
|
6.73%
|
2019 Q4
|
~7.00 years
|
|
Insights | News
Insight
—
Consensus shift · 2026 Q3
Insight
—
Consensus shift · 2026 Q3
Insight
—
Outsized position · 2026 Q3
Insight
—
Position exited · 2026 Q3
* 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".