Chuck Akre
Akre Capital Management
Akre Capital Management Portfolio 13F
Chuck Akre Holdings Activity
- Portfolio value:
- $10.03B≈ (-$180M≈)
- Previous value:
- $10.21B≈
- # of changes:
- 14
- New positions:
- 0
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 13 Nov 2025
Akre Capital Management has disclosed a total of 14 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 3 and decreased the number of shares of 11 position(s).
In the 2025 Q3 report(s) the following changes have been made to the top investments: (MA) Mastercard Inc (reduced shares -4.24%), (BN) Brookfield Corp (reduced shares -0.02%), (KKR) KKR & Co Inc (reduced shares -1.52%), (V) Visa Inc, CL-A (reduced shares -6.35%) and (MCO) Moodys Corp (reduced shares -8.09%).
14 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Fair Isaac Corp
|
+2,751.43%
|
+251,701
|
260,849
|
+3.76%
|
$1,496.53
|
-30.65%($1,037.79)
|
3.89%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
Copart Inc
|
+253.06%
|
+3,036,760
|
4,236,760
|
+1.36%
|
$44.97
|
-33.99%($29.68)
|
1.90%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
CCC Intelligent Solutions Holdings Inc
|
+10.16%
|
+1,500,000
|
16,270,128
|
+0.14%
|
$9.11
|
-25.41%($6.80)
|
1.48%
|
2024 Q1
|
≈ 1.75 years
|
|
|
|
Brookfield Corp
|
-0.02%
|
-3,349
|
19,215,941
|
-0%
|
$68.58
|
-35.68%($44.11)
|
13.14%
|
2019 Q3
|
≈ 6.25 years
|
|
|
|
CoStar Group Inc
|
-0.03%
|
-2,747
|
9,306,485
|
-0%
|
$84.37
|
-63.61%($30.70)
|
7.83%
|
2019 Q4
|
≈ 6.00 years
|
|
|
|
KKR & Co Inc
|
-1.52%
|
-134,300
|
8,713,264
|
-0.17%
|
$129.95
|
-20.73%($103.01)
|
11.29%
|
2018 Q1
|
≈ 7.75 years
|
|
|
|
Verisk Analytics Inc
|
-4.17%
|
-360
|
8,279
|
-0%
|
$251.51
|
-23.20%($193.17)
|
0.02%
|
2013 Q2 or earlier
|
≈ 12.50+ years
|
|
|
|
Mastercard Inc
|
-4.24%
|
-139,692
|
3,155,594
|
-0.78%
|
$568.81
|
-0.92%($563.60)
|
17.89%
|
2013 Q2 or earlier
|
≈ 12.50+ years
|
|
|
|
Visa Inc, CL-A
|
-6.35%
|
-201,480
|
2,973,760
|
-0.67%
|
$341.38
|
+6.41%($363.27)
|
10.12%
|
2013 Q2 or earlier
|
≈ 12.50+ years
|
|
|
|
Moodys Corp
|
-8.09%
|
-186,475
|
2,118,949
|
-0.87%
|
$476.48
|
+0.21%($477.50)
|
10.07%
|
2013 Q2 or earlier
|
≈ 12.50+ years
|
|
* 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.