Akre Capital Management Llc (Chuck Akre)
Basic Stats
Market Value
10.21B
Top 10 (%)
95.2%
Portfolio Size (Change from Prev.)
19 (1)
Avg. Holding Period
32 years
Turnover
0.2%
Industry Breakdown
Services-business Services, Nec
36.7%
Opeators Of Nonresidential Buildings
11.6%
Investment Advice
11.5%
Industrial Instruments For Measurement, Display, And Control
11.4%
Services-consumer Credit Reporting, Collection Agencies
11.3%
Retail-auto & Home Supply Stores
8.3%
Services-to Dwellings & Other Buildings
4.5%
Real Estate Investment Trusts
2.0%
Services-prepackaged Software
1.4%
Retail-auto Dealers & Gasoline Stations
0.7%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 MA | Mastercard Incorporated | 1.85B | 18.1% | 3.3M | -1.1% | -35.8K | 562.00 | 0.4% |
 BN | Brookfield Corp | 1.19B | 11.6% | 19.2M | 0.7% | 125.3K | 62.00 | 1.3% |
 KKR | Kkr & Co L P Del | 1.18B | 11.5% | 8.8M | — | — | 133.00 | 1.0% |
 MCO | Moodys Corp | 1.16B | 11.3% | 2.3M | -5.3% | -130.0K | 502.00 | 1.3% |
 V | Visa Inc | 1.13B | 11.0% | 3.2M | — | — | 355.00 | 0.2% |
 ORLY | Oreilly Automotive Inc | 848.19M | 8.3% | 9.4M | 989.3% | 8.5M | 90.00 | 1.1% |
 ROP | Roper Technologies Inc | 815.95M | 8.0% | 1.4M | -0.7% | -9.7K | 567.00 | 1.3% |
 CSGP | Costar Group Inc | 748.46M | 7.3% | 9.3M | -0.0% | -4.4K | 80.00 | 2.2% |
 ABNB | Airbnb Inc | 459.65M | 4.5% | 3.5M | 19.0% | 555.5K | 132.00 | 0.6% |
 DHR | Danaher Corporation | 350.71M | 3.4% | 1.8M | — | — | 198.00 | 0.2% |
 AMT | American Tower Corp New | 202.29M | 2.0% | 915.2K | -64.7% | -1.7M | 221.00 | 0.2% |
 CCCS | Ccc Intelligent Solutions Hl | 138.99M | 1.4% | 14.8M | 12.0% | 1.6M | 9.00 | 2.3% |
 CPRT | Copart Inc | 58.88M | 0.6% | 1.2M | New Buy | 1.2M | 49.00 | 0.1% |
 GSHD | Goosehead Ins Inc | 38.63M | 0.4% | 366.1K | — | — | 106.00 | 1.5% |
 FICO | Fair Isaac Corp | 16.72M | 0.2% | 9.1K | New Buy | 9.1K | 1.83K | 0.0% |