What did Chuck Akre buy in Q2 2025?

Chuck Akre opened 2 new positions (CPRT, FICO) and added to 0 existing holdings in the Q2 2025 13F.

What did Chuck Akre sell in Q2 2025?

Chuck Akre exited 1 position (DBRG) and trimmed 3.

What Chuck Akre bought and sold in Q2 2025

In Q2 2025, Chuck Akre (Akre Capital Management) opened 2 new positions — including CPRT (0.6%), FICO (0.2%), trimmed 3, exited 1 (DBRG). The book stood at $10.21B across 19 positions, filed Aug 14, 2025.

2New0Added3Trimmed1Exited

Share𝕏 in

New positions (2)

CPRTCopart Inc0.6% · $59M
FICOFair Isaac Corp0.2% · $17M

Trimmed (3)

ORLYO'reilly Automotive Inc-27% shares · 8.3% · $848M
AMTAmerican Tower Corp-65% shares · 2.0% · $202M
KMXCarmax Inc-27% shares · 0.1% · $10M

Exited (1)

DBRGDigitalbridge Group Incwas <0.1% of book

Chuck Akre's other filings

Q2 2026 changes Q1 2026 changes Q4 2025 changes Q3 2025 changes Q1 2025 changes

Chuck Akre's full portfolio →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.