Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Akre Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2026, the filing reported:

New Buys - None reported

Increases - CoStar Group, Inc., ServiceNow, Inc.

Reductions - Airbnb, Inc., American Tower Corporation (REI, Brookfield Corporation, Berkshire Hathaway Inc. New, CCC Intelligent Solutions Holdi, and 8 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	ABNB Airbnb, Inc.	Airbnb, Inc.	Sell	-850,724	-41.8%	$169.39M	1,183,749
Q2 2026	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-21,518	-42.4%	$4.79M	29,254
Q2 2026	BN Brookfield Corporation	Brookfield Corporation	Sell	-4,907,150	-28.8%	$516.19M	12,119,927
Q2 2026	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-2,155	-20.8%	$4.10M	8,184
Q2 2026	CCCS CCC Intelligent Solutions Holdi	CCC Intelligent Solutions Holdi	Sell	-1,654,135	-5.2%	$154.07M	29,858,935
Q2 2026	CPRT Copart, Inc.	Copart, Inc.	Sell	-13,130	-0.2%	$225.12M	7,985,808
Q2 2026	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+1,351,123	+13.1%	$331.33M	11,699,396
Q2 2026	FICO Fair Isaac Corporation	Fair Isaac Corporation	Sell	-1,939	-0.5%	$432.30M	361,826
Q2 2026	KKR KKR & Co. Inc.	KKR & Co. Inc.	Sell	-1,736,592	-25.8%	$457.20M	4,981,486
Q2 2026	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-291,200	-12.8%	$1.02B	1,989,906
Q2 2026	MCO Moody's Corporation	Moody's Corporation	Sell	-89,221	-7.2%	$523.98M	1,156,893
Q2 2026	NOW ServiceNow, Inc.	ServiceNow, Inc.	Buy	+150,000	+13.7%	$123.71M	1,246,099
Q2 2026	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell	-1,723,995	-44.4%	$199.08M	2,161,818
Q2 2026	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Sell	-80,670	-6.4%	$398.14M	1,176,562
Q2 2026	V Visa Inc.	Visa Inc.	Sell	-527,917	-32.2%	$381.13M	1,110,881
Q1 2026	ABNB Airbnb, Inc.	Airbnb, Inc.	Sell	-1,438,770	-41.4%	$256.91M	2,034,473
Q1 2026	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-204,495	-80.1%	$8.76M	50,772
Q1 2026	BN Brookfield Corporation	Brookfield Corporation	Sell	-9,816,556	-36.6%	$689.09M	17,027,077
Q1 2026	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-1,563	-13.1%	$4.95M	10,339
Q1 2026	CCCS CCC Intelligent Solutions Holdi	CCC Intelligent Solutions Holdi	Buy	+6,676,086	+26.9%	$189.08M	31,513,070
Q1 2026	CPRT Copart, Inc.	Copart, Inc.	Buy	+130,971	+1.7%	$265.56M	7,998,938
Q1 2026	CRM Salesforce, Inc.	Salesforce, Inc.	Buy - Position Entry	+717,799	-	$133.99M	717,799
Q1 2026	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+730,468	+7.6%	$417.45M	10,348,273
Q1 2026	DHR Danaher Corporation	Danaher Corporation	Sell - Position Exit	-69,516	-100.0%	$0.00	-
Q1 2026	FICO Fair Isaac Corporation	Fair Isaac Corporation	Buy	+86,320	+31.1%	$388.33M	363,765
Q1 2026	GSHD Goosehead Insurance, Inc.	Goosehead Insurance, Inc.	Buy	+72,289	+19.5%	$18.91M	443,385
Q1 2026	KKR KKR & Co. Inc.	KKR & Co. Inc.	Sell	-1,387,971	-17.1%	$621.42M	6,718,078
Q1 2026	KMX CarMax Inc	CarMax Inc	Sell - Position Exit	-150,600	-100.0%	$0.00	-
Q1 2026	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-724,174	-24.1%	$1.14B	2,281,106
Q1 2026	MCO Moody's Corporation	Moody's Corporation	Sell	-489,117	-28.2%	$543.62M	1,246,114

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