Akre Capital Management Chuck Akre

Top positions activity

Value History

Quarterly report: Q3 2024

Total portfolio value: $12.0B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
MA
Mastercard Incorporated - Class A 1.9B 16.1% 3.9M -118.8K ↓2.94%
MCO
Moody`s Corp. 1.6B 13.28% 3.4M -858.2K ↓20.33%
KKR
KKR & Co. Inc. 1.5B 12.37% 11.4M -2.3M ↓16.77%
AMT
American Tower Corp. 1.4B 11.71% 6.1M -81.8K ↓1.33%
ORLY
O`Reilly Automotive, Inc. 1.1B 8.8% 919.1K -37.0K ↓3.87%
V
Visa Inc - Class A 899.6M 7.48% 3.3M =
ROP
Roper Technologies Inc 834.3M 6.94% 1.5M -44.2K ↓2.87%
CSGP
Costar Group, Inc. 674.0M 5.6% 8.9M +163.7K ↑1.87%
DHR
Danaher Corp. 493.6M 4.1% 1.8M =
ABNB
Airbnb Inc - Class A 336.0M 2.79% 2.6M +1.7M ↑183.09%
CCCS
CCC Intelligent Solutions Holdings Inc 118.0M 0.98% 10.7M +2.9M ↑36.67%
KMX
Carmax Inc 100.4M 0.83% 1.3M -848.4K ↓39.54%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
SBAC
SBA Communications Corp - Class A 98.2M 0.86% 500.0K Sold Out