What Chuck Akre Bought in Q4 2024
Akre Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$11.56B
Total Value
18
Holdings
0
New Buys
7
Reduced
In Q4 2024, Chuck Akre reported 18 long equity positions worth $11.56B in their Akre Capital Management 13F filing and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 3703739 | $1.95B | 16.87% | -5.5% |
| 2 | KKR | KKR & CO L P DEL | 10283564 | $1.52B | 13.16% | -9.7% |
| 3 | MCO | MOODYS CORP | 3078927 | $1.46B | 12.61% | -8.4% |
| 4 | BN | BROOKFIELD CORP | 18969179 | $1.09B | 9.43% | +0.2% |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 895280 | $1.06B | 9.18% | -2.6% |
| 6 | V | VISA INC | 3271740 | $1.03B | 8.94% | — |
| 7 | AMT | AMERICAN TOWER CORP NEW | 5503413 | $1.01B | 8.73% | -9.1% |
| 8 | ROP | ROPER TECHNOLOGIES INC | 1481929 | $770.4M | 6.66% | -1.2% |
| 9 | CSGP | COSTAR GROUP INC | 9313880 | $666.8M | 5.77% | +4.3% |
| 10 | DHR | DANAHER CORPORATION | 1775400 | $407.5M | 3.53% | — |
| 11 | ABNB | AIRBNB INC | 2649398 | $348.2M | 3.01% | — |
| 12 | CCC | CCC INTELLIGENT SOLUTIONS HL | 10681398 | $125.3M | 1.08% | — |
| 13 | KMX | CARMAX INC | 667437 | $54.6M | 0.47% | +-48.5% |
| 14 | GSHD | GOOSEHEAD INS INC | 366125 | $39.3M | 0.34% | — |
| 15 | DBRG-PJ | DIGITALBRIDGE GROUP INC | 764730 | $8.6M | 0.07% | +-41.8% |
| 16 | BRK.B | Berkshire Hathaway Inc. Class B | 15274 | $6.9M | 0.06% | — |
| 17 | SOPH | SOPHIA GENETICS SA | 2237504 | $6.9M | 0.06% | — |
| 18 | VRSK | VERISK ANALYTICS INC | 11301 | $3.1M | 0.03% | -8.7% |