Akre Capital Management Chuck Akre
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $10.2B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
MA
|
Mastercard Incorporated - Class A | 1.9B 18.13% | 3.3M | -35.8K ↓1.07% | |
|
KKR
|
KKR & Co. Inc. | 1.2B 11.52% | 8.8M | = | |
|
MCO
|
Moody`s Corp. | 1.2B 11.32% | 2.3M | -130.0K ↓5.34% | |
|
V
|
Visa Inc - Class A | 1.1B 11.04% | 3.2M | = | |
|
ORLY
|
O`Reilly Automotive, Inc. | 848.2M 8.3% | 9.4M | +8.5M ↑989.32% | |
|
ROP
|
Roper Technologies Inc | 815.9M 7.99% | 1.4M | -9.7K ↓0.67% | |
|
CSGP
|
Costar Group, Inc. | 748.5M 7.33% | 9.3M | -4.4K ↓0.05% | |
|
ABNB
|
Airbnb Inc - Class A | 459.6M 4.5% | 3.5M | +555.5K ↑19.04% | |
|
DHR
|
Danaher Corp. | 350.7M 3.43% | 1.8M | = | |
|
AMT
|
American Tower Corp. | 202.3M 1.98% | 915.2K | -1.7M ↓64.65% | |
|
CCCS
|
CCC Intelligent Solutions Holdings Inc | 139.0M 1.36% | 14.8M | +1.6M ↑11.98% | |
|
CPRT
|
Copart, Inc. | 58.9M 0.57% | 1.2M | +1.2M Newly Added |