Akre Capital Management 13F, Q1 2026
Chuck Akre · quarter ending 31 March 2026 · filed 14 May 2026 · SEC CIK 1112520
Common stock only: shares the fund reported owning at the quarter end, valued as filed. The filing also lists 1 put and call lines, reported at the value of the underlying shares; they are not ownership and are not in these totals.
Largest positions, Q1 2026
Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| MASTERCARD INCORPORATED | MA | $1.14B | 18.6% | -24% shares |
| BROOKFIELD CORP | BN | $689.09M | 11.3% | -37% shares |
| KKR & CO L P DEL | $621.42M | 10.2% | -17% shares | |
| MOODYS CORP | MCO | $543.62M | 8.9% | -28% shares |
| VISA INC | V | $495.31M | 8.1% | -39% shares |
| ROPER TECHNOLOGIES INC | ROP | $444.88M | 7.3% | +14% shares |
| COSTAR GROUP INC | CSGP | $417.45M | 6.8% | +8% shares |
| FAIR ISAAC CORP | FICO | $388.33M | 6.3% | +31% shares |
| OREILLY AUTOMOTIVE INC | ORLY | $358.70M | 5.9% | -42% shares |
| COPART INC | CPRT | $265.56M | 4.3% | unchanged |
| AIRBNB INC | ABNB | $256.91M | 4.2% | -41% shares |
| CCC INTELLIGENT SOLUTIONS HL | CCC | $189.08M | 3.1% | +27% shares |
| SALESFORCE INC | CRM | $133.99M | 2.2% | new |
| SERVICENOW INC | NOW | $114.60M | 1.9% | new |
| GOOSEHEAD INS INC | GSHD | $18.91M | 0.3% | +20% shares |
| SOPHIA GENETICS SA | $18.41M | 0.3% | unchanged | |
| AMERICAN TOWER CORP NEW | AMT | $8.76M | 0.1% | -80% shares |
| PERIMETER SOLUTIONS INC | PRM | $6.11M | 0.1% | new |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $4.95M | 0.1% | -13% shares |
What changed since Q4 2025
Against the Q4 2025 filing, Akre Capital Management opened 3 new positions, added to 5, trimmed 9, left 2 unchanged and exited 2. 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 0001112520-26-000009, 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.