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← Chuck Akre

Chuck Akre's 2025Q4 portfolio

Chuck Akre (Akre Capital Management) held 16 positions as of Dec 31, 2025, with the largest position at 18.8% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but 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 Dec 31, 2025 (16)

  1. 1MAMastercard Inc - A
    % port
    18.8%
    +0.9pp vs prior Qnow 18.6%
  2. 2BNBrookfield Corp
    % port
    13.5%
    +0.4pp vs prior Qnow 11.3%
  3. 3KKRKkr & CO Inc
    % port
    11.3%
    now 10.2%
  4. 4VVisa Inc-class A Shares
    % port
    10.3%
    +0.2pp vs prior Qnow 8.1%
  5. 5MCOMoody's Corp
    % port
    9.7%
    -0.3pp vs prior Qnow 8.9%
  6. 6CSGPCostar Group Inc
    % port
    7.1%
    -0.7pp vs prior Qnow 6.8%
  7. 7ORLYO'reilly Automotive Inc
    % port
    6.7%
    -2.5pp vs prior Qnow 5.9%
  8. 8ROPRoper Technologies Inc
    % port
    5.4%
    -0.4pp vs prior Qnow 7.3%
  9. 9ABNBAirbnb Inc-class A
    % port
    5.2%
    +1.0pp vs prior Qnow 4.2%
  10. 10FICOFair Isaac Corp
    % port
    5.1%
    +1.3pp vs prior Qnow 6.3%
  11. 11CPRTCopart Inc
    % port
    3.4%
    +1.5pp vs prior Qnow 4.3%
  12. 12CCCCcc Intelligent Solutions HO
    % port
    2.2%
    +0.7pp vs prior Qnow 3.1%
  13. 13AMTAmerican Tower Corp
    % port
    0.5%
    -0.4pp vs prior Qnow 0.1%
  14. 14GSHDGoosehead Insurance Inc -A
    % port
    0.3%
  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.