Akre Capital Management portfolio — 13F holdings Q2 2026
Akre Capital Management (Chuck Akre) reported 19 long positions worth $5.1 billion as of 2026-06-30. Top holdings: Mastercard Inc, MOODYS CORP /DE/, BROOKFIELD Corp /ON/, KKR & Co. Inc., FAIR ISAAC CORP. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| Mastercard Inc | 2026-06-30 | 1022015722.00 USD | 20.01% | reduce | Original filing |
| MOODYS CORP /DE/ | 2026-06-30 | 523979978.00 USD | 10.26% | reduce | Original filing |
| BROOKFIELD Corp /ON/ | 2026-06-30 | 516187709.00 USD | 10.11% | reduce | Original filing |
| KKR & Co. Inc. | 2026-06-30 | 457200745.00 USD | 8.95% | reduce | Original filing |
| FAIR ISAAC CORP | 2026-06-30 | 432302468.00 USD | 8.47% | reduce | Original filing |
| ROPER TECHNOLOGIES INC | 2026-06-30 | 398136815.00 USD | 7.80% | reduce | Original filing |
| VISA INC. | 2026-06-30 | 381132162.00 USD | 7.46% | reduce | Original filing |
| COSTAR GROUP, INC. | 2026-06-30 | 331326895.00 USD | 6.49% | add | Original filing |
| COPART INC | 2026-06-30 | 225119928.00 USD | 4.41% | reduce | Original filing |
| O REILLY AUTOMOTIVE INC | 2026-06-30 | 199081820.00 USD | 3.90% | reduce | Original filing |
| Airbnb, Inc. | 2026-06-30 | 169394482.00 USD | 3.32% | reduce | Original filing |
| CCC Intelligent Solutions Holdings Inc. | 2026-06-30 | 154072105.00 USD | 3.02% | reduce | Original filing |
| ServiceNow, Inc. | 2026-06-30 | 123712709.00 USD | 2.42% | add | Original filing |
| Salesforce, Inc. | 2026-06-30 | 112450391.00 USD | 2.20% | hold | Original filing |
| Goosehead Insurance, Inc. | 2026-06-30 | 21504172.00 USD | 0.42% | hold | Original filing |
| SOPHiA GENETICS SA | 2026-06-30 | 21459438.00 USD | 0.42% | hold | Original filing |
| Perimeter Solutions, Inc. | 2026-06-30 | 8912500.00 USD | 0.17% | hold | Original filing |
| AMERICAN TOWER CORP /MA/ | 2026-06-30 | 4785077.00 USD | 0.09% | reduce | Original filing |
| BERKSHIRE HATHAWAY INC | 2026-06-30 | 4095192.00 USD | 0.08% | reduce | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-14 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-13 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-13 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-13 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-13 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-13 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-13 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-13 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-23 00:00:00 | 13F-HR/A | Original filing |
| 2023-12-31 | 2024-02-09 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-13 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-11 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-12 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-13 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-11 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-13 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-11 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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