What Chuck Akre Bought in Q3 2024
Akre Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$12.02B
Total Value
18
Holdings
0
New Buys
12
Reduced
In Q3 2024, Chuck Akre reported 18 long equity positions worth $12.02B in their Akre Capital Management 13F filing and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 3920592 | $1.94B | 16.11% | -2.9% |
| 2 | MCO | MOODYS CORP | 3362880 | $1.60B | 13.28% | -20.3% |
| 3 | KKR | KKR & CO L P DEL | 11393836 | $1.49B | 12.38% | -16.8% |
| 4 | AMT | AMERICAN TOWER CORP NEW | 6052532 | $1.41B | 11.71% | -1.3% |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 919065 | $1.06B | 8.81% | -3.9% |
| 6 | BN | BROOKFIELD CORP | 18938431 | $1.01B | 8.38% | +2.6% |
| 7 | V | VISA INC | 3271740 | $899.6M | 7.49% | — |
| 8 | ROP | ROPER TECHNOLOGIES INC | 1499429 | $834.3M | 6.94% | -2.9% |
| 9 | CSGP | COSTAR GROUP INC | 8934093 | $674.0M | 5.61% | +1.9% |
| 10 | DHR | DANAHER CORPORATION | 1775400 | $493.6M | 4.11% | — |
| 11 | ABNB | AIRBNB INC | 2649398 | $336.0M | 2.80% | 183.1% |
| 12 | CCC | CCC INTELLIGENT SOLUTIONS HL | 10681398 | $118.0M | 0.98% | 36.7% |
| 13 | KMX | CARMAX INC | 1297151 | $100.4M | 0.84% | -39.5% |
| 14 | GSHD | GOOSEHEAD INS INC | 366125 | $32.7M | 0.27% | — |
| 15 | DBRG-PJ | DIGITALBRIDGE GROUP INC | 1315076 | $18.6M | 0.15% | -63.9% |
| 16 | SOPH | SOPHIA GENETICS SA | 2237504 | $8.2M | 0.07% | +16.5% |
| 17 | BRK.B | Berkshire Hathaway Inc. Class B | 15274 | $7.0M | 0.06% | -3.9% |
| 18 | VRSK | VERISK ANALYTICS INC | 12378 | $3.3M | 0.03% | -23.0% |