Akre Capital Management Chuck Akre

Top positions activity

Value History

Quarterly report: Q1 2024

Total portfolio value: $12.1B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
MA
Mastercard Incorporated - Class A 2.2B 18.36% 4.6M -451.5K ↓8.92%
MCO
Moody`s Corp. 1.8B 14.47% 4.5M -324.0K ↓6.78%
KKR
KKR & Co. Inc. 1.5B 12.37% 14.9M -1.8M ↓10.62%
AMT
American Tower Corp. 1.2B 10.12% 6.2M -606.8K ↓8.92%
ORLY
O`Reilly Automotive, Inc. 1.1B 9.22% 988.4K -31.4K ↓3.08%
V
Visa Inc - Class A 913.1M 7.55% 3.3M -237.0K ↓6.75%
ROP
Roper Technologies Inc 866.3M 7.16% 1.5M -28.0K ↓1.78%
CSGP
Costar Group, Inc. 701.5M 5.8% 7.3M +6.0K ↑0.08%
DHR
Danaher Corp. 443.4M 3.66% 1.8M =
KMX
Carmax Inc 235.4M 1.94% 2.7M -24.9K ↓0.91%
UBER
Uber Technologies Inc 136.7M 1.13% 1.8M +1.8M Newly Added
CCCS
CCC Intelligent Solutions Holdings Inc 83.7M 0.69% 7.0M +7.0M Newly Added
DBRG
DigitalBridge Group Inc - Class A 79.2M 0.65% 4.1M -293.2K ↓6.66%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
BAM
Brookfield Asset Management Inc. - Class A 138.8M 1.16% 3.5M Sold Out