What Chuck Akre Bought in Q1 2025
Akre Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$10.40B
Total Value
18
Holdings
0
New Buys
11
Reduced
In Q1 2025, Chuck Akre reported 18 long equity positions worth $10.40B in their Akre Capital Management 13F filing and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 3331076 | $1.83B | 17.56% | -10.1% |
| 2 | ORLY | OREILLY AUTOMOTIVE INC | 863910 | $1.24B | 11.90% | -3.5% |
| 3 | MCO | MOODYS CORP | 2435458 | $1.13B | 10.90% | -20.9% |
| 4 | V | VISA INC | 3175240 | $1.11B | 10.70% | -2.9% |
| 5 | KKR | KKR & CO L P DEL | 8847564 | $1.02B | 9.83% | +-14.0% |
| 6 | BN | BROOKFIELD CORP | 19094021 | $1.00B | 9.62% | +0.7% |
| 7 | ROP | ROPER TECHNOLOGIES INC | 1449188 | $854.4M | 8.22% | -2.2% |
| 8 | CSGP | COSTAR GROUP INC | 9313592 | $737.9M | 7.09% | -0.0% |
| 9 | AMT | AMERICAN TOWER CORP NEW | 2589192 | $563.4M | 5.42% | -53.0% |
| 10 | DHR | DANAHER CORPORATION | 1775400 | $364.0M | 3.50% | — |
| 11 | ABNB | AIRBNB INC | 2917733 | $348.6M | 3.35% | +10.1% |
| 12 | CCC | CCC INTELLIGENT SOLUTIONS HL | 13190384 | $119.1M | 1.15% | +23.5% |
| 13 | GSHD | GOOSEHEAD INS INC | 366125 | $43.2M | 0.42% | — |
| 14 | KMX | CARMAX INC | 205275 | $16.0M | 0.15% | -69.2% |
| 15 | BRK.B | Berkshire Hathaway Inc. Class B | 15175 | $8.1M | 0.08% | -0.6% |
| 16 | SOPH | SOPHIA GENETICS SA | 2237504 | $7.4M | 0.07% | — |
| 17 | VRSK | VERISK ANALYTICS INC | 10139 | $3.0M | 0.03% | -10.3% |
| 18 | DBRG-PJ | DIGITALBRIDGE GROUP INC | 164740 | $1.5M | 0.01% | -78.5% |