Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q2 2025)
As of Jun 30, 2025, the Akre Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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
|