Chuck Akre Holdings Activity

Akre Capital Management Portfolio 13F

Akre Capital Management has disclosed a total of 20 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 6, bought 3 totally new, decreased the number of shares of 9 and completely sold out 2 position(s).

What stocks is Chuck Akre buying now?

In the recent quarter Chuck Akre has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (CRM) SALESFORCECOM INC (new buy), (NOW) SERVICENOW INC (new buy), (FICO) FAIR ISAAC CORP (added shares +31.11%), (ROP) ROPER TECHNOLOGIES INC (added shares +13.76%) and (CCCS) CCC INTELLIGENT SOLUTIONS HO (added shares +26.88%).

What does Chuck Akre invest in?

Chuck Akre's top 5 holdings (by % of portfolio) are (MA) MASTERCARD INC - A (18.64%), (BN) BROOKFIELD CORP (11.27%), (KKR) KKR & CO INC (10.16%), (MCO) MOODY'S CORP (8.89%) and (V) VISA INC-CLASS A SHARES (8.1%).

In the latest report(s) the following changes have been made to the top investments: (MA) MASTERCARD INC - A (reduced shares -24.1%), (BN) BROOKFIELD CORP (reduced shares -36.57%), (KKR) KKR & CO INC (reduced shares -17.12%), (MCO) MOODY'S CORP (reduced shares -28.19%) and (V) VISA INC-CLASS A SHARES (reduced shares -38.77%).

2026 Q1 (20 results)
CRM
buy
+717,799
+2.19%
$186.67
0.54% $185.66
2.19%
NOW
buy
+1,096,099
+1.87%
$104.55
7.56% $112.45
1.87%
PRM
buy
+250,000
+0.10%
$24.42
-
0.10%
FICO
+31.11%
+86,320
+1.51%
$1,067.54
6.54% $1,137.33
6.35%
CCCS
+26.88%
+6,676,086
+0.65%
$6.00
-
3.09%
GSHD
+19.48%
+72,289
+0.05%
$42.66
10.10% $38.35
0.31%
ROP
+13.76%
+152,079
+0.88%
$353.86
6.13% $332.18
7.27%
CSGP
+7.59%
+730,468
+0.48%
$40.34
15.99% $33.89
6.83%
CPRT
+1.66%
+130,971
+0.07%
$33.20
6.75% $30.96
4.34%
BRK.B
-13.13%
-1,563
-0.01%
$479.20
-
0.08%
KKR
-17.12%
-1,387,971
-2.10%
$92.50
0.97% $93.40
10.16%
MA
-24.10%
-724,174
-5.92%
$499.66
1.72% $491.08
18.64%
MCO
-28.19%
-489,117
-3.49%
$436.25
3.46% $451.35
8.89%
BN
-36.57%
-9,816,556
-6.50%
$40.47
10.21% $44.60
11.27%
V
-38.77%
-1,037,830
-5.13%
$302.24
7.06% $323.57
8.10%
ABNB
-41.42%
-1,438,770
-2.97%
$126.28
5.75% $133.54
4.20%
ORLY
-42.17%
-2,834,006
-4.28%
$92.31
2.14% $90.33
5.87%
AMT
-80.11%
-204,495
-0.58%
$172.58
12.48% $194.12
0.14%
KMX
-100.00%
-150,600
-0.10%
$38.64
22.02% $47.15
0.00%
DHR
-100.00%
-69,516
-0.26%
$228.92
19.49% $184.30
0.00%
2025 Q4 (16 results)
CPRT
+85.71%
+3,631,207
+1.56%
$39.15
20.92% $30.96
3.38%
CCCS
+52.65%
+8,566,856
+0.75%
$7.95
-
2.16%
BN
+39.69%
+7,627,692
+3.84%
$45.89
2.81% $44.60
13.51%
FICO
+6.36%
+16,596
+0.31%
$1,690.62
32.73% $1,137.33
5.14%
CSGP
+3.35%
+311,320
+0.23%
$67.24
49.60% $33.89
7.09%
GSHD
+1.36%
+4,971
+0.00%
$73.65
47.93% $38.35
0.30%
ROP
-4.45%
-51,520
-0.25%
$445.13
25.37% $332.18
5.39%
MA
-4.76%
-150,314
-0.94%
$570.88
13.98% $491.08
18.81%
KKR
-6.97%
-607,215
-0.85%
$127.48
26.73% $93.40
11.33%
V
-9.99%
-297,132
-1.14%
$350.71
7.74% $323.57
10.29%
BRK.B
-14.89%
-2,083
-0.01%
$502.65
-
0.07%
MCO
-18.11%
-383,718
-2.15%
$510.85
11.65% $451.35
9.72%
ORLY
-21.98%
-1,892,609
-1.89%
$91.21
0.96% $90.33
6.72%
AMT
-42.36%
-187,576
-0.36%
$175.57
10.57% $194.12
0.49%
DHR
-92.05%
-805,315
-2.02%
$228.92
19.49% $184.30
0.00%
VRSK
-100.00%
-8,279
-0.02%
$251.51
27.74% $181.73
0.00%
2025 Q3 (14 results)
FICO
+2,751.43%
+251,701
+3.76%
$1,496.53
24.00% $1,137.33
3.89%
CPRT
+253.06%
+3,036,760
+1.36%
$44.97
31.15% $30.96
1.90%
CCCS
+10.16%
+1,500,000
+0.14%
$9.11
-
1.48%
BN
-0.02%
-3,349
-0.00%
$68.58
34.97% $44.60
13.14%
CSGP
-0.03%
-2,747
-0.00%
$84.37
59.83% $33.89
7.83%
KKR
-1.52%
-134,300
-0.17%
$129.95
28.13% $93.40
11.29%
VRSK
-4.17%
-360
-0.00%
$251.51
27.74% $181.73
0.00%
MA
-4.24%
-139,692
-0.79%
$568.81
13.67% $491.08
17.89%
V
-6.35%
-201,480
-0.69%
$341.38
5.22% $323.57
10.12%
MCO
-8.09%
-186,475
-0.89%
$476.48
5.27% $451.35
10.07%
ORLY
-8.48%
-798,286
-0.86%
$107.81
16.21% $90.33
9.26%
ROP
-19.65%
-282,795
-1.41%
$498.69
33.39% $332.18
5.75%
DHR
-50.72%
-900,569
-1.78%
$198.26
7.04% $184.30
1.73%
AMT
-51.62%
-472,406
-0.91%
$192.32
0.94% $194.12
0.85%
50 of 930

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.