Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q4 2025)
According to the SEC 13F filed on Feb 13, 2026, the Akre Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 Q4 2025, the filing reported:
New Buys - None reported
Increases - Brookfield Corporation, CCC Intelligent Solutions Holdi, Copart, Inc., CoStar Group, Inc., Fair Isaac Corporation, and 1 more
Reductions - American Tower Corporation (REI, Berkshire Hathaway Inc. New, Danaher Corporation, KKR & Co. Inc., Mastercard Incorporated, and 4 more
Complete Exits - Verisk Analytics, 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 |
|---|---|---|---|
|
Q4 2025
|
AMT
American Tower Corporation (REI
|
Sell |
-187,576
|
|
Q4 2025
|
BN
Brookfield Corporation
|
Buy |
+7,627,692
|
|
Q4 2025
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-2,083
|
|
Q4 2025
|
CCCS
CCC Intelligent Solutions Holdi
|
Buy |
+8,566,856
|
|
Q4 2025
|
CPRT
Copart, Inc.
|
Buy |
+3,631,207
|
|
Q4 2025
|
CSGP
CoStar Group, Inc.
|
Buy |
+311,320
|
|
Q4 2025
|
DHR
Danaher Corporation
|
Sell |
-805,315
|
|
Q4 2025
|
FICO
Fair Isaac Corporation
|
Buy |
+16,596
|
|
Q4 2025
|
GSHD
Goosehead Insurance, Inc.
|
Buy |
+4,971
|
|
Q4 2025
|
KKR
KKR & Co. Inc.
|
Sell |
-607,215
|
|
Q4 2025
|
MA
Mastercard Incorporated
|
Sell |
-150,314
|
|
Q4 2025
|
MCO
Moody's Corporation
|
Sell |
-383,718
|
|
Q4 2025
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-1,892,609
|
|
Q4 2025
|
ROP
Roper Technologies, Inc.
|
Sell |
-51,520
|
|
Q4 2025
|
V
Visa Inc.
|
Sell |
-297,132
|
|
Q4 2025
|
VRSK
Verisk Analytics, Inc.
|
Sell - Position Exit |
-8,279
|