# Chuck Akre — Akre Capital Management

Source: SEC EDGAR 13F filings (CIK 0001112520).
Page URL: https://superinvestorclub.com/manager/25
Last updated: 2026-07-08T11:36:21.918Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-14), Chuck Akre reported 20 long equity positions in their Akre Capital Management 13F filing, with a total reported value of $6.13B.

### About

Compounding machines investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | MA | MASTERCARD INCORPORATED | 2281106 | $1.14B | 18.58% | -24.1% |
| 2 | BN | BROOKFIELD CORP | 17027077 | $689.1M | 11.23% | -36.6% |
| 3 | KKR | KKR & CO L P DEL | 6718078 | $621.4M | 10.13% | -17.1% |
| 4 | MCO | MOODYS CORP | 1246114 | $543.6M | 8.86% | -28.2% |
| 5 | V | VISA INC | 1638798 | $495.3M | 8.07% | -38.8% |
| 6 | ROP | ROPER TECHNOLOGIES INC | 1257232 | $444.9M | 7.25% | +13.8% |
| 7 | CSGP | COSTAR GROUP INC | 10348273 | $417.4M | 6.80% | 7.6% |
| 8 | FICO | FAIR ISAAC CORP | 363765 | $388.3M | 6.33% | +31.1% |
| 9 | ORLY | OREILLY AUTOMOTIVE INC | 3885813 | $358.7M | 5.85% | -42.2% |
| 10 | CPRT | COPART INC | 7998938 | $265.6M | 4.33% | +1.7% |
| 11 | ABNB | AIRBNB INC | 2034473 | $256.9M | 4.19% | -41.4% |
| 12 | CCC | CCC INTELLIGENT SOLUTIONS HL | 31513070 | $189.1M | 3.08% | +26.9% |
| 13 | CRM | SALESFORCE INC | 717799 | $134.0M | 2.18% | NEW |
| 14 | NOW | SERVICENOW INC | 1096099 | $114.6M | 1.87% | NEW |
| 15 | GSHD | GOOSEHEAD INS INC | 443385 | $18.9M | 0.31% | +19.5% |
| 16 | CRM | SALESFORCE INC | 100000 | $18.7M | 0.30% | NEW |
| 17 | SOPH | SOPHIA GENETICS SA | 3719140 | $18.4M | 0.30% | — |
| 18 | AMT | AMERICAN TOWER CORP NEW | 50772 | $8.8M | 0.14% | +-80.1% |
| 19 | PRM | PERIMETER SOLUTIONS INC | 250000 | $6.1M | 0.10% | NEW |
| 20 | BRK.B | Berkshire Hathaway Inc. Class B | 10339 | $5.0M | 0.08% | -13.1% |

## New positions this quarter (4)

- CRM (SALESFORCE INC): 717799 shares, $134.0M
- NOW (SERVICENOW INC): 1096099 shares, $114.6M
- CRM (SALESFORCE INC): 100000 shares, $18.7M
- PRM (PERIMETER SOLUTIONS INC): 250000 shares, $6.1M

## Increased positions (6)

- ROP: 1257232 shares (+13.8%), $444.9M
- FICO: 363765 shares (+31.1%), $388.3M
- CPRT: 7998938 shares (+1.7%), $265.6M
- CCC: 31513070 shares (+26.9%), $189.1M
- GSHD: 443385 shares (+19.5%), $18.9M
- AMT: 50772 shares (-80.1%), $8.8M

## Reduced positions (9)

- MA: 2281106 shares (-24.1%), $1.14B
- BN: 17027077 shares (-36.6%), $689.1M
- KKR: 6718078 shares (-17.1%), $621.4M
- MCO: 1246114 shares (-28.2%), $543.6M
- V: 1638798 shares (-38.8%), $495.3M
- CSGP: 10348273 shares (7.6%), $417.4M
- ORLY: 3885813 shares (-42.2%), $358.7M
- ABNB: 2034473 shares (-41.4%), $256.9M
- BRK.B: 10339 shares (-13.1%), $5.0M

## Sold positions (2)

- DHR: previously held 69516 shares worth $15.9M
- KMX: previously held 150600 shares worth $5.8M

## Filing history (9)

- 2026-03-31 (filed 2026-05-14)
- 2025-12-31 (filed 2026-02-13)
- 2025-09-30 (filed 2025-11-13)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-13)
- 2024-12-31 (filed 2025-02-13)
- 2024-09-30 (filed 2024-11-13)
- 2024-06-30 (filed 2024-08-13)
- 2024-03-31 (filed 2024-05-23)

## Citation

When citing, use: "Chuck Akre, Akre Capital Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/25)".