What Chuck Akre Bought in Q3 2025

Akre Capital Management · Quarterly 13F recap as filed with the SEC.

Period: 2025-09-30 · Filed · Historical

$10.03B

Total Value

19

Holdings

0

New Buys

11

Reduced

In Q3 2025, Chuck Akre reported 19 long equity positions worth $10.03B in their Akre Capital Management 13F filing and 3 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1MAMASTERCARD INCORPORATED3155594$1.79B17.89%-4.2%
2BNBROOKFIELD CORP19215941$1.32B13.14%-0.0%
3KKRKKR & CO L P DEL8713264$1.13B11.29%-1.5%
4VVISA INC2973760$1.02B10.12%-6.3%
5MCOMOODYS CORP2118949$1.01B10.07%-8.1%
6ORLYOREILLY AUTOMOTIVE INC8612428$928.5M9.26%-8.5%
7CSGPCOSTAR GROUP INC9306485$785.2M7.83%-0.0%
8ROPROPER TECHNOLOGIES INC1156673$576.8M5.75%-19.6%
9ABNBAIRBNB INC3473243$421.7M4.20%
10FICOFAIR ISAAC CORP260849$390.4M3.89%2751.4%
11CPRTCOPART INC4236760$190.5M1.90%+253.1%
12DHRDANAHER CORPORATION874831$173.4M1.73%+-50.7%
13CCCCCC INTELLIGENT SOLUTIONS HL16270128$148.2M1.48%+10.2%
14AMTAMERICAN TOWER CORP NEW442843$85.2M0.85%-51.6%
15GSHDGOOSEHEAD INS INC366125$27.2M0.27%
16SOPHSOPHIA GENETICS SA3719140$17.7M0.18%
17BRK.BBerkshire Hathaway Inc. Class B13985$7.0M0.07%
18KMXCARMAX INC150600$6.8M0.07%
19VRSKVERISK ANALYTICS INC8279$2.1M0.02%-4.2%