Akre Capital Management
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Chuck Akre's Akre Capital Management reported 18 stock positions worth $10.4 billion. Its top holding was Mastercard Class A (MA) at 17.6% of the portfolio, followed by O'reilly Automotive (ORLY, 11.9%) and Moody's (MCO, 10.9%). Compared with Q4 2024, it added to 3 and reduced 12. The biggest buy was Airbnb Class A (ABNB, shares +10%) and the biggest sale KKR (KKR, shares −14%).
- Most Recent 13F
- Q2 2026
- Notable People
- Chuck Akre
- Location
- Middleburg, VA
- CIK
- 0001112520
- Portfolio Value
- $10.4B (Q1 2025)
- SEC Filing
- 0001112520-25-000015 ↗ filed May 13, 2025
Holdings Value
Holdings 18 stocks · $10.4B
| MA Mastercard Inc. Class A | 17.56% | 3,331,076 | $1.8B | Reduce -10.1% |
| ORLY O'reilly Automotive Inc. | 11.90% | 863,910 | $1.2B | Reduce -3.5% |
| MCO Moody's Corp. | 10.90% | 2,435,458 | $1.1B | Reduce -20.9% |
| V Visa Inc. Class A | 10.70% | 3,175,240 | $1.1B | Reduce -3.0% |
| KKR KKR & Co. Inc. | 9.83% | 8,847,564 | $1.0B | Reduce -14.0% |
| BN Brookfield Corp. | 9.62% | 19,094,021 | $1.0B | Add +0.7% |
| ROP Roper Technologies Inc. | 8.22% | 1,449,188 | $854.4M | Reduce -2.2% |
| CSGP Costar Group Inc. | 7.09% | 9,313,592 | $737.9M | Reduce 0.0% |
| AMT American Tower Corp. | 5.42% | 2,589,192 | $563.4M | Reduce -53.0% |
| DHR Danaher Corp. | 3.50% | 1,775,400 | $364.0M | No change |
| ABNB Airbnb Inc. Class A | 3.35% | 2,917,733 | $348.6M | Add +10.1% |
| CCC CCC Intelligent Solutions Ho | 1.15% | 13,190,384 | $119.1M | Add +23.5% |
| GSHD Goosehead Insurance Inc. Class A | 0.42% | 366,125 | $43.2M | No change |
| KMX Carmax Inc. | 0.15% | 205,275 | $16.0M | Reduce -69.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 15,175 | $8.1M | Reduce -0.7% |
| SOPH Sophia Genetics SA | 0.07% | 2,237,504 | $7.4M | No change |
| VRSK Verisk Analytics Inc. | 0.03% | 10,139 | $3.0M | Reduce -10.3% |
| DBRG Digitalbridge Group Inc. | 0.01% | 164,740 | $1.5M | Reduce -78.5% |
Portfolio Sells Q4 2024 → Q1 2025
| KKR KKR & Co. Inc. | Reduce -14.0% | 9.83% | −3.32 |
| AMT American Tower Corp. | Reduce -53.0% | 5.42% | −3.31 |
| MCO Moody's Corp. | Reduce -20.9% | 10.90% | −1.70 |
| KMX Carmax Inc. | Reduce -69.2% | 0.15% | −0.32 |
| DBRG Digitalbridge Group Inc. | Reduce -78.5% | 0.01% | −0.06 |
| VRSK Verisk Analytics Inc. | Reduce -10.3% | 0.03% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 0.08% | +0.02 |
| MA Mastercard Inc. Class A | Reduce -10.1% | 17.56% | +0.69 |
| CSGP Costar Group Inc. | Reduce 0.0% | 7.09% | +1.33 |
| ROP Roper Technologies Inc. | Reduce -2.2% | 8.22% | +1.55 |
| V Visa Inc. Class A | Reduce -3.0% | 10.70% | +1.76 |
| ORLY O'reilly Automotive Inc. | Reduce -3.5% | 11.90% | +2.72 |
Portfolio Buys Q4 2024 → Q1 2025
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 |