Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2026)

As of Mar 31, 2026, the Akre Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 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 Q1 2026, the filing reported:

New Buys - Salesforce, Inc., ServiceNow, Inc.

Increases - CCC Intelligent Solutions Holdi, Copart, Inc., CoStar Group, Inc., Fair Isaac Corporation, Goosehead Insurance, Inc., and 1 more

Reductions - Airbnb, Inc., American Tower Corporation (REI, Brookfield Corporation, Berkshire Hathaway Inc. New, KKR & Co. Inc., and 4 more

Complete Exits - Danaher Corporation, CarMax Inc

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
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
Q1 2026	NOW ServiceNow, Inc.	ServiceNow, Inc.	Buy - Position Entry	+1,096,099	-	$114.60M	1,096,099
Q1 2026	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell	-2,834,006	-42.2%	$358.70M	3,885,813
Q1 2026	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Buy	+152,079	+13.8%	$444.88M	1,257,232
Q1 2026	V Visa Inc.	Visa Inc.	Sell	-1,037,830	-38.8%	$495.31M	1,638,798
Q4 2025	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-187,576	-42.4%	$44.82M	255,267
Q4 2025	BN Brookfield Corporation	Brookfield Corporation	Buy	+7,627,692	+39.7%	$1.23B	26,843,633
Q4 2025	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-2,083	-14.9%	$5.98M	11,902
Q4 2025	CCCS CCC Intelligent Solutions Holdi	CCC Intelligent Solutions Holdi	Buy	+8,566,856	+52.7%	$197.45M	24,836,984
Q4 2025	CPRT Copart, Inc.	Copart, Inc.	Buy	+3,631,207	+85.7%	$308.03M	7,867,967
Q4 2025	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+311,320	+3.3%	$646.70M	9,617,805
Q4 2025	DHR Danaher Corporation	Danaher Corporation	Sell	-805,315	-92.1%	$15.91M	69,516
Q4 2025	FICO Fair Isaac Corporation	Fair Isaac Corporation	Buy	+16,596	+6.4%	$469.05M	277,445
Q4 2025	GSHD Goosehead Insurance, Inc.	Goosehead Insurance, Inc.	Buy	+4,971	+1.4%	$27.33M	371,096
Q4 2025	KKR KKR & Co. Inc.	KKR & Co. Inc.	Sell	-607,215	-7.0%	$1.03B	8,106,049
Q4 2025	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-150,314	-4.8%	$1.72B	3,005,280

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