Chuck Akre – Akre Capital Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Akre Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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 Q2 2025, the filing reported:
Increases – O'Reilly Automotive, Inc. (ORLY), CCC Intelligent Solutions Holdi (CCCS), Sophia Genetics (H82027105), Airbnb, Inc. (ABNB), Brookfield Corporation (BN)
Reductions – Berkshire Hathaway Inc. New (BRK-B), Verisk Analytics, Inc. (VRSK), CoStar Group, Inc. (CSGP), Roper Technologies, Inc. (ROP), Mastercard Incorporated (MA), and 3 more
Complete Exits – DigitalBridge Group, Inc. (DBRG)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Akre Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2019Jun 30, 2019 | GSHD Goosehead Insurance, Inc. | Buy | +63,159+164.8% |
Q2 2019Jun 30, 2019 | MKL Markel Group Inc. | Sell | -68-0.0% |
Q2 2019Jun 30, 2019 | ROP Roper Technologies, Inc. | Sell | -85-0.0% |
Q2 2019Jun 30, 2019 | ORLY O'Reilly Automotive, Inc. | Sell | -97-0.0% |
Q2 2019Jun 30, 2019 | VRSK Verisk Analytics, Inc. | Sell | -113-0.0% |
Q2 2019Jun 30, 2019 | BRK-B Berkshire Hathaway Inc. New | Sell | -117-0.0% |
Q2 2019Jun 30, 2019 | MCO Moody's Corporation | Sell | -215-0.0% |
Q2 2019Jun 30, 2019 | DLTR Dollar Tree, Inc. | Sell | -220-0.0% |
Q2 2019Jun 30, 2019 | AMT American Tower Corporation (REI | Sell | -300-0.0% |
Q2 2019Jun 30, 2019 | MA Mastercard Incorporated | Sell | -316-0.0% |
Q2 2019Jun 30, 2019 | G3075P101 Enstar Group | Sell | -319,047-70.1% |
Q1 2019Mar 31, 2019 | KMX CarMax Inc | Buy | +300,800+5.2% |
Q1 2019Mar 31, 2019 | AMT American Tower Corporation (REI | Buy | +119,400+1.7% |
Q1 2019Mar 31, 2019 | KKR KKR & Co. Inc. | Buy | +101,500+0.8% |
Q1 2019Mar 31, 2019 | GSHD Goosehead Insurance, Inc. | Buy | +26,500+224.0% |
Q1 2019Mar 31, 2019 | MA Mastercard Incorporated | Buy | +900+0.0% |
Q1 2019Mar 31, 2019 | DLTR Dollar Tree, Inc. | Buy | +680+0.0% |
Q1 2019Mar 31, 2019 | MCO Moody's Corporation | Buy | +600+0.0% |
Q1 2019Mar 31, 2019 | VRSK Verisk Analytics, Inc. | Buy | +333+0.0% |
Q1 2019Mar 31, 2019 | ROP Roper Technologies, Inc. | Buy | +235+0.0% |
Q1 2019Mar 31, 2019 | BRK-B Berkshire Hathaway Inc. New | Buy | +200+0.1% |
Q1 2019Mar 31, 2019 | ORLY O'Reilly Automotive, Inc. | Buy | +170+0.0% |
Q1 2019Mar 31, 2019 | MKL Markel Group Inc. | Buy | +60+0.0% |
Q1 2019Mar 31, 2019 | DHIL Diamond Hill Investment Group, | Sell | -9,154-13.9% |
Q1 2019Mar 31, 2019 | G3075P101 Enstar Group | Sell | -438,769-49.1% |
Q4 2018Dec 31, 2018 | KKR KKR & Co. Inc. | Buy | +2,652,100+26.5% |
Q4 2018Dec 31, 2018 | KMX CarMax Inc | Buy | +522,690+9.9% |
Q4 2018Dec 31, 2018 | GSHD Goosehead Insurance, Inc. | Buy - Position Entry | +11,831 |
Q4 2018Dec 31, 2018 | ROP Roper Technologies, Inc. | Buy | +7,970+0.5% |
Q4 2018Dec 31, 2018 | MCO Moody's Corporation | Buy | +150+0.0% |