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 |
|---|---|---|---|
Q4 2017Dec 31, 2017 | CSX CSX Corporation | Sell - Position Exit | -4,899-100.0% |
Q4 2017Dec 31, 2017 | MNRO Monro, Inc. | Sell - Position Exit | -1,600,000-100.0% |
Q3 2017Sep 30, 2017 | ORLY O'Reilly Automotive, Inc. | Buy | +700,600+58.7% |
Q3 2017Sep 30, 2017 | MKL Markel Group Inc. | Sell | -2,765-0.5% |
Q3 2017Sep 30, 2017 | DLTR Dollar Tree, Inc. | Sell | -6,478-0.1% |
Q3 2017Sep 30, 2017 | G3075P101 Enstar Group | Sell | -11,964-0.8% |
Q3 2017Sep 30, 2017 | ROP Roper Technologies, Inc. | Sell | -12,999-0.8% |
Q3 2017Sep 30, 2017 | MCO Moody's Corporation | Sell | -15,390-0.3% |
Q3 2017Sep 30, 2017 | KMX CarMax Inc | Sell | -16,088-0.3% |
Q3 2017Sep 30, 2017 | MA Mastercard Incorporated | Sell | -20,315-0.4% |
Q3 2017Sep 30, 2017 | AMT American Tower Corporation (REI | Sell | -20,376-0.3% |
Q3 2017Sep 30, 2017 | MNRO Monro, Inc. | Sell | -22,700-1.4% |
Q3 2017Sep 30, 2017 | VRSK Verisk Analytics, Inc. | Sell | -24,036-0.9% |
Q3 2017Sep 30, 2017 | BRK-B Berkshire Hathaway Inc. New | Sell | -103,571-26.5% |
Q3 2017Sep 30, 2017 | LKQ LKQ Corporation | Sell | -400,000-11.3% |
Q2 2017Jun 30, 2017 | DLTR Dollar Tree, Inc. | Buy | +648,359+15.5% |
Q2 2017Jun 30, 2017 | ORLY O'Reilly Automotive, Inc. | Buy | +368,017+44.6% |
Q2 2017Jun 30, 2017 | BOC Boston Omaha Corporation | Buy - Position Entry | +350,000 |
Q2 2017Jun 30, 2017 | AMT American Tower Corporation (REI | Buy | +111,805+1.7% |
Q2 2017Jun 30, 2017 | MNRO Monro, Inc. | Buy | +25,070+1.6% |
Q2 2017Jun 30, 2017 | MCO Moody's Corporation | Buy | +19,845+0.3% |
Q2 2017Jun 30, 2017 | MA Mastercard Incorporated | Buy | +16,216+0.3% |
Q2 2017Jun 30, 2017 | VRSK Verisk Analytics, Inc. | Buy | +14,496+0.6% |
Q2 2017Jun 30, 2017 | KMX CarMax Inc | Buy | +13,120+0.3% |
Q2 2017Jun 30, 2017 | G3075P101 Enstar Group | Buy | +10,995+0.8% |
Q2 2017Jun 30, 2017 | BRK-B Berkshire Hathaway Inc. New | Buy | +6,725+1.8% |
Q2 2017Jun 30, 2017 | ROP Roper Technologies, Inc. | Buy | +4,955+0.3% |
Q2 2017Jun 30, 2017 | MKL Markel Group Inc. | Buy | +2,199+0.4% |
Q2 2017Jun 30, 2017 | FTV Fortive Corporation | Sell - Position Exit | -750,000-100.0% |
Q2 2017Jun 30, 2017 | DG Dollar General Corporation | Sell - Position Exit | -1,500,000-100.0% |