Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q3 2025)
As of Sep 30, 2025, the Akre Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 13, 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 Q3 2025, the filing reported:
New Buys - None reported
Reductions - American Tower Corporation (REI, Brookfield Corporation, CoStar Group, Inc., Danaher Corporation, KKR & Co. Inc., and 6 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 |
|---|---|---|---|
|
Q3 2025
|
AMT
American Tower Corporation (REI
|
Sell |
-472,406
|
|
Q3 2025
|
BN
Brookfield Corporation
|
Sell |
-3,349
|
|
Q3 2025
|
CCCS
CCC Intelligent Solutions Holdi
|
Buy |
+1,500,000
|
|
Q3 2025
|
CPRT
Copart, Inc.
|
Buy |
+3,036,760
|
|
Q3 2025
|
CSGP
CoStar Group, Inc.
|
Sell |
-2,747
|
|
Q3 2025
|
DHR
Danaher Corporation
|
Sell |
-900,569
|
|
Q3 2025
|
FICO
Fair Isaac Corporation
|
Buy |
+251,701
|
|
Q3 2025
|
KKR
KKR & Co. Inc.
|
Sell |
-134,300
|
|
Q3 2025
|
MA
Mastercard Incorporated
|
Sell |
-139,692
|
|
Q3 2025
|
MCO
Moody's Corporation
|
Sell |
-186,475
|
|
Q3 2025
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-798,286
|
|
Q3 2025
|
ROP
Roper Technologies, Inc.
|
Sell |
-282,795
|
|
Q3 2025
|
V
Visa Inc.
|
Sell |
-201,480
|
|
Q3 2025
|
VRSK
Verisk Analytics, Inc.
|
Sell |
-360
|