Akre Capital Management
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Chuck Akre's Akre Capital Management reported 18 stock positions worth $11.6 billion. Its top holding was Mastercard Class A (MA) at 16.9% of the portfolio, followed by KKR (KKR, 13.2%) and Moody's (MCO, 12.6%). Compared with Q3 2024, it added to 2 and reduced 9. The biggest buy was Brookfield (BN, shares +0%) and the biggest sale American Tower (AMT, shares −9%).
- Most Recent 13F
- Q2 2026
- Notable People
- Chuck Akre
- Location
- Middleburg, VA
- CIK
- 0001112520
- Portfolio Value
- $11.6B (Q4 2024)
- SEC Filing
- 0001112520-25-000003 ↗ filed Feb 13, 2025
Holdings Value
Holdings 18 stocks · $11.6B
| MA Mastercard Inc. Class A | 16.87% | 3,703,739 | $2.0B | Reduce -5.5% |
| KKR KKR & Co. Inc. | 13.16% | 10,283,564 | $1.5B | Reduce -9.7% |
| MCO Moody's Corp. | 12.61% | 3,078,927 | $1.5B | Reduce -8.4% |
| BN Brookfield Corp. | 9.43% | 18,969,179 | $1.1B | Add +0.2% |
| ORLY O'reilly Automotive Inc. | 9.18% | 895,280 | $1.1B | Reduce -2.6% |
| V Visa Inc. Class A | 8.94% | 3,271,740 | $1.0B | No change |
| AMT American Tower Corp. | 8.73% | 5,503,413 | $1.0B | Reduce -9.1% |
| ROP Roper Technologies Inc. | 6.66% | 1,481,929 | $770.4M | Reduce -1.2% |
| CSGP Costar Group Inc. | 5.77% | 9,313,880 | $666.8M | Add +4.3% |
| DHR Danaher Corp. | 3.53% | 1,775,400 | $407.5M | No change |
| ABNB Airbnb Inc. Class A | 3.01% | 2,649,398 | $348.2M | No change |
| CCC CCC Intelligent Solutions Ho | 1.08% | 10,681,398 | $125.3M | No change |
| KMX Carmax Inc. | 0.47% | 667,437 | $54.6M | Reduce -48.5% |
| GSHD Goosehead Insurance Inc. Class A | 0.34% | 366,125 | $39.3M | No change |
| DBRG Digitalbridge Group Inc. | 0.07% | 764,730 | $8.6M | Reduce -41.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.06% | 15,274 | $6.9M | No change |
| SOPH Sophia Genetics SA | 0.06% | 2,237,504 | $6.9M | No change |
| VRSK Verisk Analytics Inc. | 0.03% | 11,301 | $3.1M | Reduce -8.7% |
Portfolio Sells Q3 2024 → Q4 2024
| AMT American Tower Corp. | Reduce -9.1% | 8.73% | −2.98 |
| MCO Moody's Corp. | Reduce -8.4% | 12.61% | −0.67 |
| KMX Carmax Inc. | Reduce -48.5% | 0.47% | −0.36 |
| ROP Roper Technologies Inc. | Reduce -1.2% | 6.66% | −0.28 |
| DBRG Digitalbridge Group Inc. | Reduce -41.9% | 0.07% | −0.08 |
| VRSK Verisk Analytics Inc. | Reduce -8.7% | 0.03% | −0.00 |
| ORLY O'reilly Automotive Inc. | Reduce -2.6% | 9.18% | +0.38 |
| MA Mastercard Inc. Class A | Reduce -5.5% | 16.87% | +0.76 |
| KKR KKR & Co. Inc. | Reduce -9.7% | 13.16% | +0.78 |
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 19 | $5.1B | MA, MCO, BN, KKR, FICO |
| Q1 2026 | 19 | $6.1B | MA, BN, KKR, MCO, V |
| Q4 2025 | 18 | $9.1B | MA, BN, KKR, V, MCO |
| Q3 2025 | 19 | $10.0B | MA, BN, KKR, V, MCO |
| Q2 2025 | 19 | $10.2B | MA, BN, KKR, MCO, V |
| Q1 2025 | 18 | $10.4B | MA, ORLY, MCO, V, KKR |
| Q4 2024 | 18 | $11.6B | MA, KKR, MCO, BN, ORLY |
| Q3 2024 | 18 | $12.0B | MA, MCO, KKR, AMT, ORLY |
| Q2 2024 | 19 | $11.4B | MA, MCO, KKR, AMT, ORLY |
| Q1 2024Amended | 21 | $12.1B | MA, MCO, KKR, AMT, ORLY |