Chuck Akre Holdings Activity

Akre Capital Management Portfolio 13F

Akre Capital Management has disclosed a total of 15 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 3 and decreased the number of shares of 12 position(s).

What stocks is Chuck Akre buying now?

In the recent quarter Chuck Akre has purchased 3 securities: (ABNB) AIRBNB INC-CLASS A (added shares +10.13%), (CCCS) CCC INTELLIGENT SOLUTIONS HO (added shares +23.49%) and (BN) BROOKFIELD CORP (added shares +0.66%).

What does Chuck Akre invest in?

Chuck Akre's top 5 holdings (by % of portfolio) are (MA) MASTERCARD INC - A (17.56%), (ORLY) O'REILLY AUTOMOTIVE INC (11.9%), (MCO) MOODY'S CORP (10.9%), (V) VISA INC-CLASS A SHARES (10.7%) and (KKR) KKR & CO INC (9.83%).

In the latest report(s) the following changes have been made to the top investments: (MA) MASTERCARD INC - A (reduced shares -10.06%), (ORLY) O'REILLY AUTOMOTIVE INC (reduced shares -3.5%), (MCO) MOODY'S CORP (reduced shares -20.9%), (V) VISA INC-CLASS A SHARES (reduced shares -2.95%) and (KKR) KKR & CO INC (reduced shares -13.96%).

2025 Q1 (15 results)
CCCS
+23.49%
+2,508,986
+0.22%
$9.03
2.21% $9.23
1.15%
ABNB
+10.13%
+268,335
+0.31%
$119.46
0.97% $120.62
3.35%
BN
+0.66%
+124,842
+0.06%
$52.41
24.84% $65.43
9.62%
CSGP
-0.00%
-288
-0.00%
$79.23
15.13% $91.22
7.09%
BRK.B
-0.65%
-99
-0.00%
$532.58
11.90% $469.20
0.08%
ROP
-2.21%
-32,741
-0.19%
$589.58
11.25% $523.25
8.22%
V
-2.95%
-96,500
-0.33%
$350.46
3.71% $337.46
10.70%
ORLY
-3.50%
-470,550
-0.43%
$95.51
6.87% $102.07
11.90%
MA
-10.06%
-372,663
-1.96%
$548.12
5.10% $576.09
17.56%
VRSK
-10.28%
-1,162
-0.00%
$297.62
11.78% $262.55
0.03%
KKR
-13.96%
-1,436,000
-1.60%
$115.61
26.77% $146.56
9.83%
MCO
-20.90%
-643,469
-2.88%
$465.69
10.95% $516.67
10.90%
AMT
-52.95%
-2,914,221
-6.10%
$217.60
6.10% $204.33
5.42%
KMX
-69.24%
-462,162
-0.35%
$77.92
27.32% $56.63
0.15%
DBRG
-78.46%
-599,990
-0.05%
$8.82
25.17% $11.04
0.01%
2024 Q4 (11 results)
CSGP
+4.25%
+379,787
+0.24%
$71.59
27.42% $91.22
5.77%
BN
+0.16%
+30,748
+0.02%
$57.45
13.89% $65.43
9.43%
ROP
-1.17%
-17,500
-0.08%
$519.85
0.65% $523.25
6.66%
ORLY
-2.59%
-356,775
-0.24%
$79.05
29.12% $102.07
9.18%
MA
-5.53%
-216,853
-0.99%
$526.57
9.40% $576.09
16.87%
MCO
-8.44%
-283,953
-1.16%
$473.37
9.15% $516.67
12.61%
VRSK
-8.70%
-1,077
-0.00%
$275.43
4.68% $262.55
0.03%
AMT
-9.07%
-549,119
-0.87%
$183.41
11.41% $204.33
8.73%
KKR
-9.74%
-1,110,272
-1.42%
$147.91
0.91% $146.56
13.16%
DBRG
-41.85%
-550,346
-0.05%
$11.28
2.13% $11.04
0.07%
KMX
-48.55%
-629,714
-0.45%
$81.76
30.74% $56.63
0.47%
2024 Q3 (16 results)
ABNB
+183.09%
+1,713,522
+1.81%
$126.81
4.88% $120.62
2.80%
CCCS
+36.67%
+2,865,676
+0.26%
$11.05
16.47% $9.23
0.98%
SOPH
+16.51%
+317,072
+0.01%
$3.65
14.52% $3.12
0.07%
BN
+2.56%
+472,549
+0.21%
$53.15
23.10% $65.43
8.38%
CSGP
+1.87%
+163,670
+0.10%
$75.44
20.92% $91.22
5.61%
AMT
-1.33%
-81,775
-0.16%
$232.56
12.14% $204.33
11.71%
ROP
-2.87%
-44,250
-0.20%
$556.44
5.96% $523.25
6.94%
MA
-2.94%
-118,757
-0.49%
$493.80
16.66% $576.09
16.11%
ORLY
-3.87%
-555,210
-0.35%
$76.77
32.95% $102.07
8.81%
BRK.B
-3.91%
-621
-0.00%
$460.26
1.94% $469.20
0.06%
KKR
-16.77%
-2,295,980
-2.49%
$130.58
12.24% $146.56
12.38%
MCO
-20.33%
-858,224
-3.39%
$474.59
8.87% $516.67
13.28%
VRSK
-22.97%
-3,691
-0.01%
$267.96
2.02% $262.55
0.03%
KMX
-39.54%
-848,358
-0.55%
$77.38
26.82% $56.63
0.84%
DBRG
-63.90%
-2,328,018
-0.27%
$14.13
21.87% $11.04
0.15%
SBAC
-100.00%
-500,000
-0.82%
$196.30
11.18% $218.24
0.00%
42 of 864

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.