Chuck Akre Holdings Activity

Akre Capital Management Portfolio 13F

Akre Capital Management has disclosed a total of 20 changes to the portfolio in the latest (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 is Chuck Akre buying now?

In the recent quarter Chuck Akre has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (CRM) SALESFORCECOM INC (new buy), (NOW) SERVICENOW INC (new buy), (FICO) FAIR ISAAC CORP (added shares +31.11%), (ROP) ROPER TECHNOLOGIES INC (added shares +13.76%) and (CCCS) CCC INTELLIGENT SOLUTIONS HO (added shares +26.88%).

What does Chuck Akre invest in?

Chuck Akre's top 5 holdings (by % of portfolio) are (MA) MASTERCARD INC - A (18.64%), (BN) BROOKFIELD CORP (11.27%), (KKR) KKR & CO INC (10.16%), (MCO) MOODY'S CORP (8.89%) and (V) VISA INC-CLASS A SHARES (8.1%).

In the latest report(s) the following changes have been made to the top investments: (MA) MASTERCARD INC - A (reduced shares -24.1%), (BN) BROOKFIELD CORP (reduced shares -36.57%), (KKR) KKR & CO INC (reduced shares -17.12%), (MCO) MOODY'S CORP (reduced shares -28.19%) and (V) VISA INC-CLASS A SHARES (reduced shares -38.77%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2026 Q1 (20 results)

NOW

SERVICENOW INC

buy

+1,096,099

+1.87%

$104.55

5.94% $98.34

1.87%

PRM

PERIMETER SOLUTIONS INC

buy

+250,000

+0.10%

$24.42

0.10%

CRM

SALESFORCECOM INC

buy

+717,799

+2.19%

$186.67

15.16% $158.37

2.19%

FICO

FAIR ISAAC CORP

+31.11%

+86,320

+1.51%

$1,067.54

10.80% $1,182.79

6.35%

CCCS

CCC INTELLIGENT SOLUTIONS HO

+26.88%

+6,676,086

+0.65%

$6.00

3.09%

GSHD

GOOSEHEAD INSURANCE INC -A

+19.48%

+72,289

+0.05%

$42.66

9.87% $46.87

0.31%

ROP

ROPER TECHNOLOGIES INC

+13.76%

+152,079

+0.88%

$353.86

4.39% $338.31

7.27%

CSGP

COSTAR GROUP INC

+7.59%

+730,468

+0.48%

$40.34

25.01% $30.25

6.83%

CPRT

COPART INC

+1.66%

+130,971

+0.07%

$33.20

7.98% $30.55

4.34%

BRK.B

BERKSHIRE HATHAWAY INC CL-B

-13.13%

-1,563

-0.01%

$479.20

0.08%

KKR

KKR & CO INC

-17.12%

-1,387,971

-2.10%

$92.50

2.56% $90.13

10.16%

MASTERCARD INC - A

-24.10%

-724,174

-5.92%

$499.66

0.13% $499.02

18.64%

MCO

MOODY'S CORP

-28.19%

-489,117

-3.49%

$436.25

3.15% $450.01

8.89%

BROOKFIELD CORP

-36.57%

-9,816,556

-6.50%

$40.47

5.93% $42.87

11.27%

VISA INC-CLASS A SHARES

-38.77%

-1,037,830

-5.13%

$302.24

11.25% $336.23

8.10%

ABNB

AIRBNB INC-CLASS A

-41.42%

-1,438,770

-2.97%

$126.28

15.27% $145.56

4.20%

ORLY

O'REILLY AUTOMOTIVE INC

-42.17%

-2,834,006

-4.28%

$92.31

2.99% $89.55

5.87%

AMT

AMERICAN TOWER CORP

-80.11%

-204,495

-0.58%

$172.58

1.74% $175.59

0.14%

KMX

CARMAX INC

-100.00%

-150,600

-0.10%

$38.64

36.54% $52.76

0.00%

DHR

DANAHER CORP

-100.00%

-69,516

-0.26%

$228.92

14.30% $196.19

0.00%

2025 Q4 (16 results)

CPRT

COPART INC

+85.71%

+3,631,207

+1.56%

$39.15

21.97% $30.55

3.38%

CCCS

CCC INTELLIGENT SOLUTIONS HO

+52.65%

+8,566,856

+0.75%

$7.95

2.16%

BROOKFIELD CORP

+39.69%

+7,627,692

+3.84%

$45.89

6.58% $42.87

13.51%

FICO

FAIR ISAAC CORP

+6.36%

+16,596

+0.31%

$1,690.62

30.04% $1,182.79

5.14%

CSGP

COSTAR GROUP INC

+3.35%

+311,320

+0.23%

$67.24

55.01% $30.25

7.09%

GSHD

GOOSEHEAD INSURANCE INC -A

+1.36%

+4,971

+0.00%

$73.65

36.36% $46.87

0.30%

ROP

ROPER TECHNOLOGIES INC

-4.45%

-51,520

-0.25%

$445.13

24.00% $338.31

5.39%

MASTERCARD INC - A

-4.76%

-150,314

-0.94%

$570.88

12.59% $499.02

18.81%

KKR

KKR & CO INC

-6.97%

-607,215

-0.85%

$127.48

29.30% $90.13

11.33%

VISA INC-CLASS A SHARES

-9.99%

-297,132

-1.14%

$350.71

4.13% $336.23

10.29%

BRK.B

BERKSHIRE HATHAWAY INC CL-B

-14.89%

-2,083

-0.01%

$502.65

0.07%

MCO

MOODY'S CORP

-18.11%

-383,718

-2.15%

$510.85

11.91% $450.01

9.72%

ORLY

O'REILLY AUTOMOTIVE INC

-21.98%

-1,892,609

-1.89%

$91.21

1.82% $89.55

6.72%

AMT

AMERICAN TOWER CORP

-42.36%

-187,576

-0.36%

$175.57

0.01% $175.59

0.49%

DHR

DANAHER CORP

-92.05%

-805,315

-2.02%

$228.92

14.30% $196.19

0.00%

VRSK

VERISK ANALYTICS INC

-100.00%

-8,279

-0.02%

$251.51

27.57% $182.18

0.00%

2025 Q3 (14 results)

FICO

FAIR ISAAC CORP

+2,751.43%

+251,701

+3.76%

$1,496.53

20.96% $1,182.79

3.89%

CPRT

COPART INC

+253.06%

+3,036,760

+1.36%

$44.97

32.07% $30.55

1.90%

CCCS

CCC INTELLIGENT SOLUTIONS HO

+10.16%

+1,500,000

+0.14%

$9.11

1.48%

BROOKFIELD CORP

-0.02%

-3,349

-0.00%

$68.58

37.49% $42.87

13.14%

CSGP

COSTAR GROUP INC

-0.03%

-2,747

-0.00%

$84.37

64.15% $30.25

7.83%

KKR

KKR & CO INC

-1.52%

-134,300

-0.17%

$129.95

30.64% $90.13

11.29%

VRSK

VERISK ANALYTICS INC

-4.17%

-360

-0.00%

$251.51

27.57% $182.18

0.00%

MASTERCARD INC - A

-4.24%

-139,692

-0.79%

$568.81

12.27% $499.02

17.89%

VISA INC-CLASS A SHARES

-6.35%

-201,480

-0.69%

$341.38

1.51% $336.23

10.12%

MCO

MOODY'S CORP

-8.09%

-186,475

-0.89%

$476.48

5.56% $450.01

10.07%

ORLY

O'REILLY AUTOMOTIVE INC

-8.48%

-798,286

-0.86%

$107.81

16.94% $89.55

9.26%

ROP

ROPER TECHNOLOGIES INC

-19.65%

-282,795

-1.41%

$498.69

32.16% $338.31

5.75%

DHR

DANAHER CORP

-50.72%

-900,569

-1.78%

$198.26

1.04% $196.19

1.73%

AMT

AMERICAN TOWER CORP

-51.62%

-472,406

-0.91%

$192.32

8.70% $175.59

0.85%

50 of 930

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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.