Chuck Akre - Akre Capital Management Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Akre Capital Management portfolio balances reported a total equity value of $5.11B across 19 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight MASTERCARD INCORPORATED (MA) as the single largest position, accounting for 20.0% of total equity value, followed by MOODYS CORP (MCO), BROOKFIELD CORP (BN), KKR & CO L P DEL (KKR), and others. Collectively, the top five holdings represent 57.8% of the portfolio, showing how capital is distributed among core positions and long-term investments.