Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q2 2025)
According to the SEC 13F filed on Aug 14, 2025, the Akre Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2025. 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 2025, the filing reported:
New Buys - Copart, Inc., Fair Isaac Corporation
Increases - Airbnb, Inc., Brookfield Corporation, CCC Intelligent Solutions Holdi, Sophia Genetics, O'Reilly Automotive, Inc.
Reductions - American Tower Corporation (REI, Berkshire Hathaway Inc. New, CoStar Group, Inc., CarMax Inc, Mastercard Incorporated, and 3 more
Complete Exits - DigitalBridge Group, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2025
|
ABNB
Airbnb, Inc.
|
Buy |
+555,510
|
|
Q2 2025
|
AMT
American Tower Corporation (REI
|
Sell |
-1,673,943
|
|
Q2 2025
|
BN
Brookfield Corporation
|
Buy |
+125,269
|
|
Q2 2025
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-1,190
|
|
Q2 2025
|
CCCS
CCC Intelligent Solutions Holdi
|
Buy |
+1,579,744
|
|
Q2 2025
|
CPRT
Copart, Inc.
|
Buy - Position Entry |
+1,200,000
|
|
Q2 2025
|
CSGP
CoStar Group, Inc.
|
Sell |
-4,360
|
|
Q2 2025
|
DBRG
DigitalBridge Group, Inc.
|
Sell - Position Exit |
-164,740
|
|
Q2 2025
|
FICO
Fair Isaac Corporation
|
Buy - Position Entry |
+9,148
|
|
Q2 2025
|
H82027105
Sophia Genetics
|
Buy |
+1,481,636
|
|
Q2 2025
|
KMX
CarMax Inc
|
Sell |
-54,675
|
|
Q2 2025
|
MA
Mastercard Incorporated
|
Sell |
-35,790
|
|
Q2 2025
|
MCO
Moody's Corporation
|
Sell |
-130,034
|
|
Q2 2025
|
ORLY
O'Reilly Automotive, Inc.
|
Buy |
+8,546,804
|
|
Q2 2025
|
ROP
Roper Technologies, Inc.
|
Sell |
-9,720
|
|
Q2 2025
|
VRSK
Verisk Analytics, Inc.
|
Sell |
-1,500
|