Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q3 2025)
According to the SEC 13F filed on Nov 13, 2025, the Akre Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 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 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
|