In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Chuck Akre's Akre Capital Management reported 19 stock positions worth $6.1 billion . Its top holding was Mastercard Class A (MA) at 18.6% of the portfolio, followed by Brookfield (BN, 11.3% ) and KKR (KKR, 10.2% ). Compared with Q4 2025, it opened 3 new positions, sold out of 2, added to 6 and reduced 9. The biggest buy was a new position in Salesforce (CRM) and the biggest sale Brookfield (BN, shares −37% ).
Notable People Chuck Akre
Location Middleburg, VA
CIK 0001112520
Portfolio Value $6.1B (Q1 2026) Holdings 19 stocks · $6.1B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 MA Mastercard Inc. Class A 2,281,106 $1.1B Reduce -24.1% BN Brookfield Corp. 17,027,077 $689.1M Reduce -36.6% KKR KKR & Co. Inc. 6,718,078 $621.4M Reduce -17.1% MCO Moody's Corp. 1,246,114 $543.6M Reduce -28.2% V Visa Inc. Class A 1,638,798 $495.3M Reduce -38.8% ROP Roper Technologies Inc. 1,257,232 $444.9M Add +13.8% CSGP Costar Group Inc. 10,348,273 $417.4M Add +7.6% FICO Fair Isaac Corp. 363,765 $388.3M Add +31.1% ORLY O'reilly Automotive Inc. 3,885,813 $358.7M Reduce -42.2% CPRT Copart Inc. 7,998,938 $265.6M Add +1.7% ABNB Airbnb Inc. Class A 2,034,473 $256.9M Reduce -41.4% CCC CCC Intelligent Solutions Ho 31,513,070 $189.1M Add +26.9% CRM Salesforce Inc. 717,799 $134.0M New NOW ServiceNow Inc. 1,096,099 $114.6M New GSHD Goosehead Insurance Inc. Class A 443,385 $18.9M Add +19.5% SOPH Sophia Genetics SA 3,719,140 $18.4M No change AMT American Tower Corp. 50,772 $8.8M Reduce -80.1% PRM Perimeter Solutions Inc. 250,000 $6.1M New BRK.B Berkshire Hathaway Inc. Class B 10,339 $5.0M Reduce -13.1%
Options reported separately and not counted above: CRM calls ($18.7M).
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ BN Brookfield Corp. Reduce -36.6% 11.27% −2.24 V Visa Inc. Class A Reduce -38.8% 8.10% −2.19 KKR KKR & Co. Inc. Reduce -17.1% 10.16% −1.17 ABNB Airbnb Inc. Class A Reduce -41.4% 4.20% −0.97 ORLY O'reilly Automotive Inc. Reduce -42.2% 5.87% −0.85 MCO Moody's Corp. Reduce -28.2% 8.89% −0.83 AMT American Tower Corp. Reduce -80.1% 0.14% −0.35 DHR Danaher Corp. Sold out 0.00% −0.17 MA Mastercard Inc. Class A Reduce -24.1% 18.64% −0.17 KMX Carmax Inc. Sold out 0.00% −0.06 BRK.B Berkshire Hathaway Inc. Class B Reduce -13.1% 0.08% +0.02
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ CRM Salesforce Inc. New 2.19% +2.19 ROP Roper Technologies Inc. Add +13.8% 7.27% +1.88 NOW ServiceNow Inc. New 1.87% +1.87 FICO Fair Isaac Corp. Add +31.1% 6.35% +1.21 CPRT Copart Inc. Add +1.7% 4.34% +0.96 CCC CCC Intelligent Solutions Ho Add +26.9% 3.09% +0.93 PRM Perimeter Solutions Inc. New 0.10% +0.10 GSHD Goosehead Insurance Inc. Class A Add +19.5% 0.31% +0.01 CSGP Costar Group Inc. Add +7.6% 6.83% −0.26
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ CRM Salesforce Inc. call New 100,000 $18.7M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 2024 Amended 21 $12.1B MA, MCO, KKR, AMT, ORLY