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← Chuck Akre

Chuck Akre's 2025Q3 portfolio

Chuck Akre (Akre Capital Management) held 16 positions as of Sep 30, 2025, with the largest position at 17.9% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but 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 Sep 30, 2025 (16)

  1. 1MAMastercard Inc - A
    % port
    17.9%
    -0.2pp vs prior Qnow 18.6%
  2. 2BNBrookfield Corp
    % port
    13.1%
    +1.5pp vs prior Qnow 11.3%
  3. 3KKRKkr & CO Inc
    % port
    11.3%
    -0.2pp vs prior Qnow 10.2%
  4. 4VVisa Inc-class A Shares
    % port
    10.1%
    -0.9pp vs prior Qnow 8.1%
  5. 5MCOMoody's Corp
    % port
    10.1%
    -1.3pp vs prior Qnow 8.9%
  6. 6ORLYO'reilly Automotive Inc
    % port
    9.3%
    +0.9pp vs prior Qnow 5.9%
  7. 7CSGPCostar Group Inc
    % port
    7.8%
    +0.5pp vs prior Qnow 6.8%
  8. 8ROPRoper Technologies Inc
    % port
    5.8%
    -2.2pp vs prior Qnow 7.3%
  9. 9ABNBAirbnb Inc-class A
    % port
    4.2%
    -0.3pp vs prior Q
  10. 10FICOFair Isaac Corp
    % port
    3.9%
    +3.7pp vs prior Qnow 6.3%
  11. 11CPRTCopart Inc
    % port
    1.9%
    +1.3pp vs prior Qnow 4.3%
  12. 12CCCCcc Intelligent Solutions HO
    % port
    1.5%
    +0.1pp vs prior Qnow 3.1%
  13. 13AMTAmerican Tower Corp
    % port
    0.8%
    -1.1pp vs prior Qnow 0.1%
  14. 14GSHDGoosehead Insurance Inc -A
    % port
    0.3%
    -0.1pp vs prior Q
  15. 15(cusip)Sophia Genetics SA
    % port
    0.2%
    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.