Akre Capital Management, LLC
Managed by Chuck Akre. $6.12B disclosed long-equity portfolio across 19 positions.
| # | Stock | Value | % of Portfolio |
|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | $1.14B | 18.64% |
| 2 | BROOKFIELD CORP | $689.1M | 11.27% |
| 3 | KKR & CO L P DEL | $621.4M | 10.16% |
| 4 | MOODYS CORP | $543.6M | 8.89% |
| 5 | VISA INC | $495.3M | 8.10% |
| 6 | ROPER TECHNOLOGIES INC | $444.9M | 7.27% |
| 7 | COSTAR GROUP INC | $417.4M | 6.83% |
| 8 | FAIR ISAAC CORP | $388.3M | 6.35% |
| 9 | OREILLY AUTOMOTIVE INC | $358.7M | 5.87% |
| 10 | COPART INC | $265.6M | 4.34% |
| 11 | AIRBNB INC | $256.9M | 4.20% |
| 12 | CCC INTELLIGENT SOLUTIONS HL | $189.1M | 3.09% |
| 13 | SALESFORCE INC | $134.0M | 2.19% |
| 14 | SERVICENOW INC | $114.6M | 1.87% |
| 15 | GOOSEHEAD INS INC | $18.9M | 0.31% |
| 16 | SOPHIA GENETICS SA | $18.4M | 0.30% |
| 17 | AMERICAN TOWER CORP NEW | $8.8M | 0.14% |
| 18 | PERIMETER SOLUTIONS INC | $6.1M | 0.10% |
| 19 | BERKSHIRE HATHAWAY INC DEL | $5.0M | 0.08% |
For full quarterly history, transactions, and the investor profile, see Chuck Akre's page →
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Akre Capital Management, LLC — overview
Chuck Akre runs Akre Capital Management, LLC. "Compounding machines" — high-quality businesses bought at fair prices, held forever. Very concentrated (~18 positions). As of the Q1 2026 13F filing, the disclosed long-equity portfolio is valued at $6.1B across 19 positions. The largest holdings are MASTERCARD INCORPORATED, BROOKFIELD CORP, and KKR & CO L P DEL (MASTERCARD INCORPORATED alone is 18.6% of the book).
Key takeaways
- Disclosed Q1 2026 portfolio: $6.1B.
- Top holdings: MASTERCARD INCORPORATED, BROOKFIELD CORP, and KKR & CO L P DEL.