Chuck Akre · Akre Capital Management LLC
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 18 |
| Portfolio value: | $9.1B |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| MA · Mastercard Inc. | 18.81 | Reduce 4.76% | 3,005,280 | $570.88 | $1,715,654,246 | $495.48 | -13.21% | $480.50 | $601.77 |
| BN · Brookfield Corp. | 13.51 | Add 39.69% | 26,843,633 | $45.89 | $1,231,854,338 | $47.08 | +2.59% | $37.54 | $49.57 |
| KKR · Kkr & Co. Inc. | 11.33 | Reduce 6.97% | 8,106,049 | $127.48 | $1,033,359,070 | $102.52 | -19.58% | $82.67 | $153.87 |
| V · Visa, Inc. | 10.29 | Reduce 9.99% | 2,676,628 | $350.71 | $938,720,206 | $318.79 | -9.10% | $293.89 | $375.51 |
| MCO · Moodys Corp. | 9.72 | Reduce 18.11% | 1,735,231 | $510.85 | $886,442,756 | $451.32 | -11.65% | $402.28 | $546.88 |
| CSGP · Costar Group Inc. | 7.09 | Add 3.35% | 9,617,805 | $67.24 | $646,701,208 | $32.77 | -51.26% | $32.71 | $97.43 |
| ORLY · Oreilly Automotive Inc. | 6.72 | Reduce 21.98% | 6,719,819 | $91.21 | $612,914,691 | $92.96 | +1.92% | $86.77 | $108.72 |
| ROP · Roper Technologies Inc. | 5.39 | Reduce 4.45% | 1,105,153 | $445.13 | $491,936,755 | $343.32 | -22.87% | $313.07 | $584.03 |
| ABNB · Airbnb Inc. | 5.17 | 3,473,243 | $135.72 | $471,388,540 | $141.49 | +4.25% | $110.81 | $147.25 | |
| FICO · Fair Isaac Corp. | 5.14 | Add 6.36% | 277,445 | $1690.62 | $469,054,066 | $1126.00 | -33.40% | $870.01 | $2217.60 |
| CPRT · Copart Inc. | 3.38 | Add 85.71% | 7,867,967 | $39.15 | $308,030,908 | $33.94 | -13.31% | $32.20 | $63.85 |
| CCC · Ccc Intelligent Solutions Hl | 2.16 | Add 52.65% | 24,836,984 | $7.95 | $197,454,023 | $5.13 | -35.47% | $4.58 | $10.50 |
| AMT · American Tower Corp. New | 0.49 | Reduce 42.36% | 255,267 | $175.57 | $44,817,227 | $176.53 | +0.55% | $165.08 | $234.33 |
| GSHD · Goosehead Ins Inc. | 0.30 | Add 1.36% | 371,096 | $73.65 | $27,331,220 | $40.86 | -44.52% | $39.64 | $114.76 |
| SOPH · Sophia Genetics Sa | 0.19 | 3,719,140 | $4.67 | $17,368,384 | $5.15 | +10.28% | $2.59 | $5.70 | |
| DHR · Danaher Corporation | 0.17 | Reduce 92.05% | 69,516 | $228.92 | $15,913,603 | $171.16 | -25.23% | $170.74 | $242.80 |
| BRK-B · Berkshire Hathaway Inc. Del | 0.07 | Reduce 14.89% | 11,902 | $502.65 | $5,982,540 | $475.94 | -5.31% | $455.19 | $520.30 |
| KMX · Carmax Inc. | 0.06 | 150,600 | $38.64 | $5,819,184 | $40.34 | +4.40% | $30.26 | $71.99 |
* 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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