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).

New positions opened in the latest quarter include PERIMETER SOLUTIONS INC, SALESFORCE INC, and SERVICENOW INC. Recently exited names: CARMAX INC and DANAHER CORPORATION.

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).

New positions opened in the latest quarter include PERIMETER SOLUTIONS INC, SALESFORCE INC, and SERVICENOW INC. Recently exited names: CARMAX INC and DANAHER CORPORATION.