Akre Capital13F
founded by Chuck Akre · Quality · quarter ending 2026-06-30, filed 2026-08-14 · SEC filing
Stock portfolio
$5.1B
Positions
19
Above their Pivot
57%
New positions
0
Holdings
| Stock | Weight | Value | Last quarter | vs Pivot | Score | Trend | Other whales |
|---|---|---|---|---|---|---|---|
| MA Mastercard | 20.0% | $1.0B | trimmed 13% | +16.7% | 85 | Above its Pivot | 12 |
| MCO Moodys | 10.3% | $524.0M | trimmed 7% | +3.3% | 69 | Above its Pivot | 3 |
| BN Brookfield | 10.1% | $516.2M | trimmed 29% | -11.2% | 60 | Below its Pivot | 4 |
| KKR KKR & | 8.9% | $457.2M | trimmed 26% | -8.5% | 53 | Below its Pivot | 2 |
| FICO Fair Isaac | 8.5% | $432.3M | no change | -28.9% | 71 | Below its Pivot | 1 |
| ROP Roper Technologies | 7.8% | $398.1M | trimmed 6% | +20.2% | 94 | Stretched | 0 |
| V Visa | 7.5% | $381.1M | trimmed 32% | +19.8% | 82 | Above its Pivot | 16 |
| CSGP Costar | 6.5% | $331.3M | added 13% | -9.4% | 76 | Below its Pivot | 1 |
| CPRT Copart | 4.4% | $225.1M | no change | -11.1% | 59 | Below its Pivot | 0 |
| ORLY Oreilly Automotive | 3.9% | $199.1M | trimmed 44% | -0.8% | 71 | Below its Pivot | 4 |
| ABNB Airbnb | 3.3% | $169.4M | trimmed 42% | +17.8% | 61 | Above its Pivot | 3 |
| CCC CCC Intelligent Solutions | 3.0% | $154.1M | trimmed 5% | +26.0% | 82 | Above its Pivot | 1 |
| NOW Servicenow | 2.4% | $123.7M | added 14% | +38.1% | 78 | Above its Pivot | 5 |
| CRM Salesforce | 2.2% | $112.5M | no change | +25.1% | 69 | Above its Pivot | 2 |
| GSHD Goosehead INS | 0.4% | $21.5M | no change | -5.6% | 56 | Below its Pivot | 0 |
| SOPH Sophia Genetics | 0.4% | $21.5M | no change | +24.9% | 40 | Above its Pivot | 0 |
| PRM Perimeter Solutions | 0.2% | $8.9M | no change | -6.1% | 47 | Below its Pivot | 0 |
| AMT American Tower | 0.1% | $4.8M | trimmed 42% | +6.7% | 77 | Above its Pivot | 3 |
| BRK-B Berkshire Hathaway | 0.1% | $4.1M | trimmed 21% | +9.6% | 87 | Above its Pivot | 8 |
Largest 19 of 19 positions. Click any stock for its trend and everyone else who owns it.
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Source: Form 13F-HR on SEC EDGAR. 13Fs are filed up to 45 days after the quarter ends and show only long US-listed positions.