Chuck Akre (founder)13F · Q2 2026

Akre Capital Management Portfolio and 13F Holdings

As of Jun 30, 2026, filed Aug 14, 2026. The top 10 positions make up 87.9% of the reported portfolio.

$5.11BReported value

19Holdings

0New positions

0Positions closed

Holdings

#	Stock	Class	Shares	Value	% of total	vs. Q1 2026
1	MA MASTERCARD INCORPORATED	CL A	1,989,906	$1.02B	20.01%	▼ −12.8%
2	MCO MOODYS CORP	COM	1,156,893	$524.0M	10.26%	▼ −7.2%
3	BN BROOKFIELD CORP	CL A LTD VT SH	12,119,927	$516.2M	10.11%	▼ −28.8%
4	KKR KKR & CO L P DEL	COM UNITS	4,981,486	$457.2M	8.95%	▼ −25.8%
5	FICO FAIR ISAAC CORP	COM	361,826	$432.3M	8.47%	▼ −0.5%
6	ROP ROPER TECHNOLOGIES INC	COM	1,176,562	$398.1M	7.80%	▼ −6.4%
7	V VISA INC	COM CL A	1,110,881	$381.1M	7.46%	▼ −32.2%
8	CSGP COSTAR GROUP INC	COM	11,699,396	$331.3M	6.49%	▲ +13.1%
9	CPRT COPART INC	COM	7,985,808	$225.1M	4.41%	▼ −0.2%
10	ORLY OREILLY AUTOMOTIVE INC	COM	2,161,818	$199.1M	3.90%	▼ −44.4%
11	ABNB AIRBNB INC	COM CL A	1,183,749	$169.4M	3.32%	▼ −41.8%
12	CCC CCC INTELLIGENT SOLUTIONS HL	COM	29,858,935	$154.1M	3.02%	▼ −5.2%
13	NOW SERVICENOW INC	COM	1,246,099	$123.7M	2.42%	▲ +13.7%
14	CRM SALESFORCE INC	COM	717,799	$112.5M	2.20%	No change
15	GSHD GOOSEHEAD INS INC	COM CL A	443,385	$21.5M	0.42%	No change
16	SOPH SOPHIA GENETICS SA	ORDINARY SHARES	3,719,140	$21.5M	0.42%	No change
17	PRM PERIMETER SOLUTIONS INC	COMMON STOCK	250,000	$8.91M	0.17%	No change
18	AMT AMERICAN TOWER CORP NEW	COM	29,254	$4.79M	0.09%	▼ −42.4%
19	BRKB BERKSHIRE HATHAWAY INC DEL	CL B NEW	8,184	$4.10M	0.08%	▼ −20.8%

Source: SEC Form 13F-HR, accession 0001112520-26-000014, retrieved Oct 28, 2026. How we read filings

View this filing on SEC.gov ↗

A 13F shows long U.S. stock positions at quarter end only. It leaves out shorts, cash, bonds, most non-U.S. holdings and anything bought or sold since. Positions in listed options are not included in this table. What a 13F can't tell you →