Akre Capital Management LLC
Net seller this quarter
$5.12B
19
-$1.01B
87.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MA | $1.02B | 19.95% | 0.16% | -12.8% | Q2 2013 |
 MCO | $524M | 10.23% | 0.67% | -7.2% | Q2 2013 |
 BN | $516M | 10.08% | Not reported | -28.8% | Q4 2022 |
 KKR | $457M | 8.93% | 0.55% | -25.9% | Q1 2018 |
 FICO | $432M | 8.44% | 1.68% | -0.5% | Q2 2025 |
 ROP | $398M | 7.77% | 1.19% | -6.4% | Q1 2014 |
 V | $381M | 7.44% | 0.06% | -32.2% | Q2 2013 |
 CSGP | $331M | 6.47% | 2.87% | +13.1% | Q4 2019 |
 CPRT | $225M | 4.39% | 0.86% | -0.2% | Q2 2025 |
 ORLY | $199M | 3.89% | 0.26% | -44.4% | Q2 2013 |
 ABNB | $169M | 3.31% | Not reported | -41.8% | Q2 2024 |
 CCC | $154M | 3.01% | 5.08% | -5.3% | Q1 2024 |
 NOW | $124M | 2.42% | 0.12% | +13.7% | Q1 2026 |
 CRM | $112M | 2.20% | 0.09% | Not reported | Q2 2021 |
 GSHD | $21.5M | 0.42% | 2.10% | Not reported | Q4 2018 |
 SOPH | $21.5M | 0.42% | 5.43% | Not reported | Q1 2024 |
 PRM | $8.91M | 0.17% | 0.15% | Not reported | Q1 2026 |
 AMT | $4.79M | 0.09% | 0.01% | -42.4% | Q2 2013 |
 BRK.B | $4.1M | 0.08% | Not reported | -20.8% | Q2 2013 |
| Q1 2026 | |||||
| MA | $1.14B | 18.58% | 0.19% | -24.1% | Q2 2013 |
| BN | $689M | 11.23% | Not reported | -36.6% | Q4 2022 |
| KKR | $621M | 10.13% | 0.76% | -17.1% | Q1 2018 |
| MCO | $544M | 8.86% | 0.71% | -28.2% | Q2 2013 |
| V | $495M | 8.07% | 0.09% | -38.8% | Q2 2013 |
| ROP | $445M | 7.25% | 1.23% | +13.8% | Q1 2014 |
| CSGP | $417M | 6.80% | 2.47% | +7.6% | Q4 2019 |
| FICO | $388M | 6.33% | 1.56% | +31.1% | Q2 2025 |
| ORLY | $359M | 5.85% | 0.47% | -42.2% | Q2 2013 |
| CPRT | $266M | 4.33% | 0.83% | +1.7% | Q2 2025 |
| ABNB | $257M | 4.19% | Not reported | -41.4% | Q2 2024 |
| CCC | $189M | 3.08% | 5.19% | +26.9% | Q1 2024 |
| CRM | $134M | 2.18% | 0.08% | Not reported | Q2 2021 |
| NOW | $115M | 1.87% | 0.11% | New | Q1 2026 |
| GSHD | $18.9M | 0.31% | 2.10% | +19.5% | Q4 2018 |
| SOPH | $18.4M | 0.30% | 5.43% | Not reported | Q1 2024 |
| AMT | $8.76M | 0.14% | 0.01% | -80.1% | Q2 2013 |
| PRM | $6.11M | 0.10% | 0.15% | New | Q1 2026 |
| BRK.B | $4.95M | 0.08% | Not reported | -13.1% | Q2 2013 |
| Q4 2025 | |||||
| MA | $1.72B | 18.81% | 0.25% | -4.8% | Q2 2013 |
| BN | $1.23B | 13.51% | Not reported | -6.9% | Q4 2022 |
| KKR | $1.03B | 11.33% | 0.91% | -7.0% | Q1 2018 |
| V | $939M | 10.29% | 0.14% | -10.0% | Q2 2013 |
| MCO | $886M | 9.72% | 0.97% | -18.1% | Q2 2013 |
| CSGP | $647M | 7.09% | 2.30% | +3.4% | Q4 2019 |
| ORLY | $613M | 6.72% | 0.80% | -22.0% | Q2 2013 |
| ROP | $492M | 5.39% | 1.04% | -4.5% | Q1 2014 |
| ABNB | $471M | 5.17% | Not reported | Not reported | Q2 2024 |
| FICO | $469M | 5.14% | 1.17% | +6.4% | Q2 2025 |
| CPRT | $308M | 3.38% | 0.81% | +85.7% | Q2 2025 |
| CCC | $197M | 2.16% | 4.10% | +52.7% | Q1 2024 |
| AMT | $44.8M | 0.49% | 0.05% | -42.4% | Q2 2013 |
| GSHD | $27.3M | 0.30% | 1.75% | +1.4% | Q4 2018 |
| SOPH | $17.4M | 0.19% | 5.43% | Not reported | Q1 2024 |
 DHR | $15.9M | 0.17% | 0.01% | -92.1% | Q4 2013 |
| BRK.B | $5.98M | 0.07% | Not reported | -14.9% | Q2 2013 |
 KMX | $5.82M | 0.06% | 0.11% | Not reported | Q4 2013 |
| Q3 2025 | |||||
| MA | $1.79B | 17.89% | 0.26% | -4.2% | Q2 2013 |
| BN | $1.32B | 13.14% | Not reported | 0.0% | Q4 2022 |
| KKR | $1.13B | 11.29% | 0.98% | -1.5% | Q1 2018 |
| V | $1.02B | 10.12% | 0.16% | -6.4% | Q2 2013 |
| MCO | $1.01B | 10.07% | 1.19% | -8.1% | Q2 2013 |
| ORLY | $929M | 9.26% | 1.02% | -8.5% | Q2 2013 |
| CSGP | $785M | 7.83% | 2.20% | 0.0% | Q4 2019 |
| ROP | $577M | 5.75% | 1.07% | -19.7% | Q1 2014 |
| ABNB | $422M | 4.20% | Not reported | Not reported | Q2 2024 |
| FICO | $390M | 3.89% | 1.10% | +2751.4% | Q2 2025 |
| CPRT | $191M | 1.90% | 0.44% | +253.1% | Q2 2025 |
| DHR | $173M | 1.73% | 0.12% | -50.7% | Q4 2013 |
| CCC | $148M | 1.48% | 2.51% | +10.2% | Q1 2024 |
| AMT | $85.2M | 0.85% | 0.09% | -51.6% | Q2 2013 |
| GSHD | $27.2M | 0.27% | 1.73% | Not reported | Q4 2018 |
| SOPH | $17.7M | 0.18% | 5.58% | Not reported | Q1 2024 |
| BRK.B | $7.03M | 0.07% | Not reported | Not reported | Q2 2013 |
| KMX | $6.76M | 0.07% | 0.10% | Not reported | Q4 2013 |
 VRSK | $2.08M | 0.02% | 0.01% | -4.2% | Q2 2013 |