Chuck Akre – Akre Capital Management Portfolio Activity & Recent Trades (Dec 31, 2025)
As of Dec 31, 2025, the Akre Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 13, 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 Q4 2025, the filing reported:
New Buys –
None reported
Increases – Brookfield Corporation, CCC Intelligent Solutions Holdi, Copart, Inc., CoStar Group, Inc., Fair Isaac Corporation, and 1 more
Reductions – American Tower Corporation (REI, Berkshire Hathaway Inc. New, Danaher Corporation, KKR & Co. Inc., Mastercard Incorporated, and 4 more
Complete Exits – Verisk Analytics, 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 |
|---|---|---|---|---|---|---|---|
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 |
Q4 2025 | MCO Moody's Corporation | Moody's Corporation | Sell | -383,718 | -18.1% | $886.44M | 1,735,231 |
Q4 2025 | ORLY O'Reilly Automotive, Inc. | O'Reilly Automotive, Inc. | Sell | -1,892,609 | -22.0% | $612.91M | 6,719,819 |
Q4 2025 | ROP Roper Technologies, Inc. | Roper Technologies, Inc. | Sell | -51,520 | -4.5% | $491.94M | 1,105,153 |
Q4 2025 | V Visa Inc. | Visa Inc. | Sell | -297,132 | -10.0% | $938.72M | 2,676,628 |
Q4 2025 | VRSK Verisk Analytics, Inc. | Verisk Analytics, Inc. | Sell - Position Exit | -8,279 | -100.0% | $0.00 | - |
Q3 2025 | AMT American Tower Corporation (REI | American Tower Corporation (REI | Sell | -472,406 | -51.6% | $85.17M | 442,843 |
Q3 2025 | BN Brookfield Corporation | Brookfield Corporation | Sell | -3,349 | -0.0% | $1.32B | 19,215,941 |
Q3 2025 | CCCS CCC Intelligent Solutions Holdi | CCC Intelligent Solutions Holdi | Buy | +1,500,000 | +10.2% | $148.22M | 16,270,128 |
Q3 2025 | CPRT Copart, Inc. | Copart, Inc. | Buy | +3,036,760 | +253.1% | $190.53M | 4,236,760 |
Q3 2025 | CSGP CoStar Group, Inc. | CoStar Group, Inc. | Sell | -2,747 | -0.0% | $785.19M | 9,306,485 |
Q3 2025 | DHR Danaher Corporation | Danaher Corporation | Sell | -900,569 | -50.7% | $173.44M | 874,831 |
Q3 2025 | FICO Fair Isaac Corporation | Fair Isaac Corporation | Buy | +251,701 | +2751.4% | $390.37M | 260,849 |
Q3 2025 | KKR KKR & Co. Inc. | KKR & Co. Inc. | Sell | -134,300 | -1.5% | $1.13B | 8,713,264 |
Q3 2025 | MA Mastercard Incorporated | Mastercard Incorporated | Sell | -139,692 | -4.2% | $1.79B | 3,155,594 |
Q3 2025 | MCO Moody's Corporation | Moody's Corporation | Sell | -186,475 | -8.1% | $1.01B | 2,118,949 |
Q3 2025 | ORLY O'Reilly Automotive, Inc. | O'Reilly Automotive, Inc. | Sell | -798,286 | -8.5% | $928.51M | 8,612,428 |
Q3 2025 | ROP Roper Technologies, Inc. | Roper Technologies, Inc. | Sell | -282,795 | -19.6% | $576.82M | 1,156,673 |
Q3 2025 | V Visa Inc. | Visa Inc. | Sell | -201,480 | -6.3% | $1.02B | 2,973,760 |
Q3 2025 | VRSK Verisk Analytics, Inc. | Verisk Analytics, Inc. | Sell | -360 | -4.2% | $2.08M | 8,279 |