What Chuck Akre Bought in Q2 2025
Akre Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$10.21B
Total Value
19
Holdings
2
New Buys
6
Reduced
In Q2 2025, Chuck Akre reported 19 long equity positions worth $10.21B in their Akre Capital Management 13F filing, including 2 new positions (largest: COPART INC at $58.9M) and 7 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 3295286 | $1.85B | 18.14% | -1.1% |
| 2 | BN | BROOKFIELD CORP | 19219290 | $1.19B | 11.64% | +0.7% |
| 3 | KKR | KKR & CO L P DEL | 8847564 | $1.18B | 11.53% | — |
| 4 | MCO | MOODYS CORP | 2305424 | $1.16B | 11.33% | -5.3% |
| 5 | V | VISA INC | 3175240 | $1.13B | 11.04% | — |
| 6 | ORLY | OREILLY AUTOMOTIVE INC | 9410714 | $848.2M | 8.31% | +989.3% |
| 7 | ROP | ROPER TECHNOLOGIES INC | 1439468 | $815.9M | 7.99% | -0.7% |
| 8 | CSGP | COSTAR GROUP INC | 9309232 | $748.5M | 7.33% | -0.0% |
| 9 | ABNB | AIRBNB INC | 3473243 | $459.6M | 4.50% | +19.0% |
| 10 | DHR | DANAHER CORPORATION | 1775400 | $350.7M | 3.43% | — |
| 11 | AMT | AMERICAN TOWER CORP NEW | 915249 | $202.3M | 1.98% | +-64.7% |
| 12 | CCC | CCC INTELLIGENT SOLUTIONS HL | 14770128 | $139.0M | 1.36% | +12.0% |
| 13 | CPRT | COPART INC | 1200000 | $58.9M | 0.58% | NEW |
| 14 | GSHD | GOOSEHEAD INS INC | 366125 | $38.6M | 0.38% | — |
| 15 | FICO | FAIR ISAAC CORP | 9148 | $16.7M | 0.16% | NEW |
| 16 | SOPH | SOPHIA GENETICS SA | 3719140 | $11.5M | 0.11% | +66.2% |
| 17 | KMX | CARMAX INC | 150600 | $10.1M | 0.10% | -26.6% |
| 18 | BRK.B | Berkshire Hathaway Inc. Class B | 13985 | $6.8M | 0.07% | -7.8% |
| 19 | VRSK | VERISK ANALYTICS INC | 8639 | $2.7M | 0.03% | +-14.8% |