What Chuck Akre Bought in Q4 2025
Akre Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$9.12B
Total Value
18
Holdings
0
New Buys
9
Reduced
In Q4 2025, Chuck Akre reported 18 long equity positions worth $9.12B in their Akre Capital Management 13F filing and 6 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 3005280 | $1.72B | 18.81% | -4.8% |
| 2 | BN | BROOKFIELD CORP | 26843633 | $1.23B | 13.51% | +39.7% |
| 3 | KKR | KKR & CO L P DEL | 8106049 | $1.03B | 11.33% | -7.0% |
| 4 | V | VISA INC | 2676628 | $938.7M | 10.29% | -10.0% |
| 5 | MCO | MOODYS CORP | 1735231 | $886.4M | 9.72% | -18.1% |
| 6 | CSGP | COSTAR GROUP INC | 9617805 | $646.7M | 7.09% | +3.3% |
| 7 | ORLY | OREILLY AUTOMOTIVE INC | 6719819 | $612.9M | 6.72% | -22.0% |
| 8 | ROP | ROPER TECHNOLOGIES INC | 1105153 | $491.9M | 5.39% | -4.5% |
| 9 | ABNB | AIRBNB INC | 3473243 | $471.4M | 5.17% | — |
| 10 | FICO | FAIR ISAAC CORP | 277445 | $469.1M | 5.14% | +6.4% |
| 11 | CPRT | COPART INC | 7867967 | $308.0M | 3.38% | +85.7% |
| 12 | CCC | CCC INTELLIGENT SOLUTIONS HL | 24836984 | $197.5M | 2.16% | +52.7% |
| 13 | AMT | AMERICAN TOWER CORP NEW | 255267 | $44.8M | 0.49% | -42.4% |
| 14 | GSHD | GOOSEHEAD INS INC | 371096 | $27.3M | 0.30% | +1.4% |
| 15 | SOPH | SOPHIA GENETICS SA | 3719140 | $17.4M | 0.19% | — |
| 16 | DHR | DANAHER CORPORATION | 69516 | $15.9M | 0.17% | -92.1% |
| 17 | BRK.B | Berkshire Hathaway Inc. Class B | 11902 | $6.0M | 0.07% | -14.9% |
| 18 | KMX | CARMAX INC | 150600 | $5.8M | 0.06% | — |