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Chuck Akre · Akre Capital Management LLC

Period:Q1 2025
Portfolio date:Mar 31, 2025
No. of stocks:18
Portfolio value:$10.4B
CIK 0001112520·SEC EDGAR
Quarter:Q4 2025· latestQ3 2025Q2 2025Q1 2025Q4 2024
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
Stock% of PortfolioRecent ActivitySharesReported Price *ValueCurrent Price+/- Reported Price52 Week Low52 Week High
MA · Mastercard Inc.17.56Reduce 10.06%3,331,076$548.12$1,825,829,377$495.48-9.60%$480.50$601.77
ORLY · Oreilly Automotive Inc.11.90Reduce 3.50%863,910$1432.58$1,237,620,188$92.96-93.51%$86.77$108.72
MCO · Moodys Corp.10.90Reduce 20.90%2,435,458$465.69$1,134,168,436$451.32-3.09%$402.28$546.88
V · Visa, Inc.10.70Reduce 2.95%3,175,240$350.46$1,112,794,610$318.79-9.04%$293.89$375.51
KKR · Kkr & Co. Inc.9.83Reduce 13.96%8,847,564$115.61$1,022,866,823$102.52-11.32%$82.67$153.87
BN · Brookfield Corp.9.62Add 0.66%19,094,021$52.41$1,000,717,618$47.08-10.17%$37.54$49.57
ROP · Roper Technologies Inc.8.22Reduce 2.21%1,449,188$589.58$854,412,261$343.32-41.77%$313.07$584.03
CSGP · Costar Group Inc.7.09Reduce 0.00%9,313,592$79.23$737,915,894$32.77-58.64%$32.71$97.43
AMT · American Tower Corp. New5.42Reduce 52.95%2,589,192$217.60$563,408,179$176.53-18.87%$165.08$234.33
DHR · Danaher Corporation3.501,775,400$205.00$363,957,000$171.16-16.51%$170.74$242.80
ABNB · Airbnb Inc.3.35Add 10.13%2,917,733$119.46$348,552,384$141.49+18.44%$110.81$147.25
CCC · Ccc Intelligent Solutions Hl1.15Add 23.49%13,190,384$9.03$119,109,168$5.13-43.19%$4.58$10.50
GSHD · Goosehead Ins Inc.0.42366,125$118.06$43,224,717$40.86-65.39%$39.64$114.76
KMX · Carmax Inc.0.15Reduce 69.24%205,275$77.92$15,995,028$40.34-48.23%$30.26$71.99
BRK-B · Berkshire Hathaway Inc. Del0.08Reduce 0.65%15,175$532.58$8,081,901$475.94-10.64%$455.19$520.30
SOPH · Sophia Genetics Sa0.072,237,504$3.32$7,428,513$5.15+55.12%$2.59$5.70
VRSK · Verisk Analytics Inc.0.03Reduce 10.28%10,139$297.62$3,017,569$171.87-42.25%$161.70$322.92
DBRG · Digitalbridge Group Inc.0.01Reduce 78.46%164,740$8.82$1,453,003
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
7 sectors represented
Financial Services
59.11
Consumer Cyclical
15.40
Real Estate
12.51
Technology
9.36
Healthcare
3.57
Industrials
0.03
Unclassified
0.01
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Articles & Commentaries
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