Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q4 2025)
As of Dec 31, 2025, the Akre Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 13, 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 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
|