Akre Capital Management 13F, Q2 2025
Chuck Akre · quarter ending 30 June 2025 · filed 14 August 2025 · SEC CIK 1112520
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2025
Weights are against the whole filed book. Changes are in shares held, against the Q1 2025 filing.
| Company | Ticker | Value | % of book | vs Q1 2025 |
|---|---|---|---|---|
| MASTERCARD INCORPORATED | MA | $1.85B | 18.1% | unchanged |
| BROOKFIELD CORP | BN | $1.19B | 11.6% | unchanged |
| KKR & CO L P DEL | $1.18B | 11.5% | unchanged | |
| MOODYS CORP | MCO | $1.16B | 11.3% | -5% shares |
| VISA INC | V | $1.13B | 11.0% | unchanged |
| OREILLY AUTOMOTIVE INC | ORLY | $848.19M | 8.3% | +989% shares |
| ROPER TECHNOLOGIES INC | ROP | $815.95M | 8.0% | unchanged |
| COSTAR GROUP INC | CSGP | $748.46M | 7.3% | unchanged |
| AIRBNB INC | ABNB | $459.65M | 4.5% | +19% shares |
| DANAHER CORPORATION | DHR | $350.71M | 3.4% | unchanged |
| AMERICAN TOWER CORP NEW | AMT | $202.29M | 2.0% | -65% shares |
| CCC INTELLIGENT SOLUTIONS HL | CCC | $138.99M | 1.4% | +12% shares |
| COPART INC | CPRT | $58.88M | 0.6% | new |
| GOOSEHEAD INS INC | GSHD | $38.63M | 0.4% | unchanged |
| FAIR ISAAC CORP | FICO | $16.72M | 0.2% | new |
| SOPHIA GENETICS SA | $11.53M | 0.1% | +66% shares | |
| CARMAX INC | KMX | $10.12M | 0.1% | -27% shares |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $6.79M | 0.1% | -8% shares |
| VERISK ANALYTICS INC | VRSK | $2.69M | 0.0% | -15% shares |
What changed since Q1 2025
Against the Q1 2025 filing, Akre Capital Management opened 2 new positions, added to 4, trimmed 5, left 8 unchanged and exited 1. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001112520-25-000019, filed by AKRE CAPITAL MANAGEMENT LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.