What Chuck Akre Bought in Q1 2024
Akre Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$12.09B
Total Value
21
Holdings
0
New Buys
0
Reduced
In Q1 2024, Chuck Akre reported 21 long equity positions worth $12.09B in their Akre Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 4610292 | $2.22B | 18.37% | — |
| 2 | MCO | MOODYS CORP | 4452967 | $1.75B | 14.48% | — |
| 3 | KKR | KKR & CO L P DEL | 14879551 | $1.50B | 12.38% | — |
| 4 | AMT | AMERICAN TOWER CORP NEW | 6197825 | $1.22B | 10.13% | — |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 988414 | $1.12B | 9.23% | — |
| 6 | V | VISA INC | 3271740 | $913.1M | 7.55% | — |
| 7 | ROP | ROPER TECHNOLOGIES INC | 1544700 | $866.3M | 7.17% | — |
| 8 | BN | BROOKFIELD CORP | 17958415 | $751.9M | 6.22% | — |
| 9 | CSGP | COSTAR GROUP INC | 7261626 | $701.5M | 5.80% | — |
| 10 | DHR | DANAHER CORPORATION | 1775400 | $443.4M | 3.67% | — |
| 11 | KMX | CARMAX INC | 2701829 | $235.4M | 1.95% | — |
| 12 | UBER | UBER TECHNOLOGIES INC | 1775000 | $136.7M | 1.13% | — |
| 13 | CCC | CCC INTELLIGENT SOLUTIONS HL | 7000000 | $83.7M | 0.69% | — |
| 14 | DBRG-PJ | DIGITALBRIDGE GROUP INC | 4109005 | $79.2M | 0.65% | — |
| 15 | SBAC | SBA COMMUNICATIONS CORP NEW | 180629 | $39.1M | 0.32% | — |
| 16 | GSHD | GOOSEHEAD INS INC | 243672 | $16.2M | 0.13% | — |
| 17 | BRK.B | Berkshire Hathaway Inc. Class B | 16490 | $6.9M | 0.06% | — |
| 18 | VRSK | VERISK ANALYTICS INC | 17325 | $4.1M | 0.03% | — |
| 19 | BAM | BROOKFIELD ASSET MANAGMT LTD | 63000 | $2.6M | 0.02% | — |
| 20 | SOPH | SOPHIA GENETICS SA | 287699 | $1.4M | 0.01% | — |
| 21 | DLTR | DOLLAR TREE INC | 2229 | $297K | 0.00% | — |