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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2026
|
ABNB
Airbnb, Inc.
|
Sell |
-850,724
|
|
Q2 2026
|
AMT
American Tower Corporation (REI
|
Sell |
-21,518
|
|
Q2 2026
|
BN
Brookfield Corporation
|
Sell |
-4,907,150
|
|
Q2 2026
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-2,155
|
|
Q2 2026
|
CCCS
CCC Intelligent Solutions Holdi
|
Sell |
-1,654,135
|
|
Q2 2026
|
CPRT
Copart, Inc.
|
Sell |
-13,130
|
|
Q2 2026
|
CSGP
CoStar Group, Inc.
|
Buy |
+1,351,123
|
|
Q2 2026
|
FICO
Fair Isaac Corporation
|
Sell |
-1,939
|
|
Q2 2026
|
KKR
KKR & Co. Inc.
|
Sell |
-1,736,592
|
|
Q2 2026
|
MA
Mastercard Incorporated
|
Sell |
-291,200
|
|
Q2 2026
|
MCO
Moody's Corporation
|
Sell |
-89,221
|
|
Q2 2026
|
NOW
ServiceNow, Inc.
|
Buy |
+150,000
|
|
Q2 2026
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-1,723,995
|
|
Q2 2026
|
ROP
Roper Technologies, Inc.
|
Sell |
-80,670
|
|
Q2 2026
|
V
Visa Inc.
|
Sell |
-527,917
|