13F Filing
AKRE CAPITAL MANAGEMENT LLC
Virginia-based investment firm founded in 1989 by Chuck Akre, known for the 'three-legged stool' philosophy of investing in high-quality businesses with strong management and long reinvestment runways.
Filed2026.08.14
FilingCurrent Portfolio
$5.12B
Previous Portfolio
$6.13B
Change
−16.50%
Holdings
MAMASTERCARD INCORPORATEDReduced$1.02B19.95%
MCOMOODYS CORPReduced$524.0M10.23%
BNBROOKFIELD CORPReduced$516.2M10.08%
KKRKKR & CO L P DELReduced$457.2M8.93%
FICOFAIR ISAAC CORPReduced$432.3M8.44%
ROPROPER TECHNOLOGIES INCReduced$398.1M7.77%
VVISA INCReduced$381.1M7.44%
CSGPCOSTAR GROUP INCIncreased$331.3M6.47%
CPRTCOPART INCReduced$225.1M4.39%
ORLYOREILLY AUTOMOTIVE INCReduced$199.1M3.89%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  MA MASTERCARD INCORPORATED | 19.95% | Reduced | $1.02B | 1,989,906 | −291,200 | Financials |
| 2 |  MCO MOODYS CORP | 10.23% | Reduced | $524.0M | 1,156,893 | −89,221 | Financials |
| 3 |  BN BROOKFIELD CORP | 10.08% | Reduced | $516.2M | 12,119,927 | −4,907,150 | Financials |
| 4 |  KKR KKR & CO L P DEL | 8.93% | Reduced | $457.2M | 4,981,486 | −1,736,592 | Financials |
| 5 |  FICO FAIR ISAAC CORP | 8.44% | Reduced | $432.3M | 361,826 | −1,939 | Information Technology |
| 6 |  ROP ROPER TECHNOLOGIES INC | 7.77% | Reduced | $398.1M | 1,176,562 | −80,670 | Information Technology |
| 7 |  V VISA INC | 7.44% | Reduced | $381.1M | 1,110,881 | −527,917 | Financials |
| 8 |  CSGP COSTAR GROUP INC | 6.47% | Increased | $331.3M | 11,699,396 | +1,351,123 | Real Estate |
| 9 |  CPRT COPART INC | 4.39% | Reduced | $225.1M | 7,985,808 | −13,130 | Industrials |
| 10 |  ORLY OREILLY AUTOMOTIVE INC | 3.89% | Reduced | $199.1M | 2,161,818 | −1,723,995 | Consumer Discretionary |
Portfolio Changes
Buy Positions
New Buy
Nothing to show yet
Additional Buy
+13.06%
+1,351,123Shares
+13.68%
+150,000Shares
Sell Positions
Full Exit
Nothing to show yet
Partial Exit
−12.77%
−291,200Shares
−7.16%
−89,221Shares
−28.82%
−4,907,150Shares
−25.85%
−1,736,592Shares
−0.53%
−1,939Shares
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