Chuck Akre · Akre Capital Management LLC
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 19 |
| Portfolio value: | $10.2B |
Viewing historical Q2 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| MA · Mastercard Inc. | 18.14 | Reduce 1.07% | 3,295,286 | $561.94 | $1,851,753,015 | $495.48 | -11.83% | $480.50 | $601.77 |
| BN · Brookfield Corp. | 11.64 | Add 0.66% | 19,219,290 | $61.85 | $1,188,713,075 | $47.08 | -23.88% | $37.54 | $49.57 |
| KKR · Kkr & Co. Inc. | 11.53 | 8,847,564 | $133.03 | $1,176,991,380 | $102.52 | -22.93% | $82.67 | $153.87 | |
| MCO · Moodys Corp. | 11.33 | Reduce 5.34% | 2,305,424 | $501.59 | $1,156,377,624 | $451.32 | -10.02% | $402.28 | $546.88 |
| V · Visa, Inc. | 11.04 | 3,175,240 | $355.05 | $1,127,368,962 | $318.79 | -10.21% | $293.89 | $375.51 | |
| ORLY · Oreilly Automotive Inc. | 8.31 | Add 989.32% | 9,410,714 | $90.13 | $848,187,653 | $92.96 | +3.14% | $86.77 | $108.72 |
| ROP · Roper Technologies Inc. | 7.99 | Reduce 0.67% | 1,439,468 | $566.84 | $815,948,041 | $343.32 | -39.43% | $313.07 | $584.03 |
| CSGP · Costar Group Inc. | 7.33 | Reduce 0.05% | 9,309,232 | $80.40 | $748,462,253 | $32.77 | -59.24% | $32.71 | $97.43 |
| ABNB · Airbnb Inc. | 4.50 | Add 19.04% | 3,473,243 | $132.34 | $459,648,979 | $141.49 | +6.91% | $110.81 | $147.25 |
| DHR · Danaher Corporation | 3.43 | 1,775,400 | $197.54 | $350,712,516 | $171.16 | -13.35% | $170.74 | $242.80 | |
| AMT · American Tower Corp. New | 1.98 | Reduce 64.65% | 915,249 | $221.02 | $202,288,334 | $176.53 | -20.13% | $165.08 | $234.33 |
| CCC · Ccc Intelligent Solutions Hl | 1.36 | Add 11.98% | 14,770,128 | $9.41 | $138,986,904 | $5.13 | -45.48% | $4.58 | $10.50 |
| CPRT · Copart Inc. | 0.58 | New | 1,200,000 | $49.07 | $58,884,000 | $33.94 | -30.83% | $32.20 | $63.85 |
| GSHD · Goosehead Ins Inc. | 0.38 | 366,125 | $105.51 | $38,629,849 | $40.86 | -61.27% | $39.64 | $114.76 | |
| FICO · Fair Isaac Corp. | 0.16 | New | 9,148 | $1827.96 | $16,722,178 | $1126.00 | -38.40% | $870.01 | $2217.60 |
| SOPH · Sophia Genetics Sa | 0.11 | Add 66.22% | 3,719,140 | $3.10 | $11,529,334 | $5.15 | +66.13% | $2.59 | $5.70 |
| KMX · Carmax Inc. | 0.10 | Reduce 26.64% | 150,600 | $67.21 | $10,121,826 | $40.34 | -39.98% | $30.26 | $71.99 |
| BRK-B · Berkshire Hathaway Inc. Del | 0.07 | Reduce 7.84% | 13,985 | $485.77 | $6,793,493 | $475.94 | -2.02% | $455.19 | $520.30 |
| VRSK · Verisk Analytics Inc. | 0.03 | Reduce 14.79% | 8,639 | $311.50 | $2,691,048 | $171.87 | -44.83% | $161.70 | $322.92 |
* 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
6 sectors represented
Whales with similar holdings to Chuck Akre
Ranked by number of overlapping positions in current portfolios
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