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← Chuck Akre

Chuck Akre's 2025Q2 portfolio

Chuck Akre (Akre Capital Management) held 16 positions as of Jun 30, 2025, with the largest position at 18.1% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q2but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Jun 30, 2025 (16)

  1. 1MAMastercard Inc - A
    % port
    18.1%
    +0.6pp vs prior Qnow 18.6%
  2. 2BNBrookfield Corp
    % port
    11.6%
    +2.0pp vs prior Qnow 11.3%
  3. 3KKRKkr & CO Inc
    % port
    11.5%
    +1.7pp vs prior Qnow 10.2%
  4. 4MCOMoody's Corp
    % port
    11.3%
    +0.4pp vs prior Qnow 8.9%
  5. 5VVisa Inc-class A Shares
    % port
    11.0%
    +0.3pp vs prior Qnow 8.1%
  6. 6ORLYO'reilly Automotive Inc
    % port
    8.3%
    -3.6pp vs prior Qnow 5.9%
  7. 7ROPRoper Technologies Inc
    % port
    8.0%
    -0.2pp vs prior Qnow 7.3%
  8. 8CSGPCostar Group Inc
    % port
    7.3%
    +0.2pp vs prior Qnow 6.8%
  9. 9ABNBAirbnb Inc-class A
    % port
    4.5%
    +1.2pp vs prior Qnow 4.2%
  10. 10AMTAmerican Tower Corp
    % port
    2.0%
    -3.4pp vs prior Qnow 0.1%
  11. 11CCCCcc Intelligent Solutions HO
    % port
    1.4%
    +0.2pp vs prior Qnow 3.1%
  12. 12CPRTCopart Inc
    % port
    0.6%
    now 4.3%
  13. 13GSHDGoosehead Insurance Inc -A
    % port
    0.4%
  14. 14FICOFair Isaac Corp
    % port
    0.2%
    now 6.3%
  15. 15(cusip)Sophia Genetics SA
    % port
    0.1%
    now 0.3%
  16. 16BRK/BBerkshire Hathaway Inc-cl B
    % port
    0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.