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Akre Capital Management 13F holdings, Q2 2026
Akre Capital Management (investment firm founded by Chuck Akre) reported 20 US-listed positions worth $5.1B in its Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026. Compared with Q1 2026, the filing shows 0 new positions, 2 increased, 11 reduced, and 0 exited.
Largest holdings
| Company | Value | Weight | Shares |
|---|---|---|---|
| Mastercard Incorporated | $1.0B | 20.0% | 1,989,906 |
| Moodys Corp | $524.0M | 10.2% | 1,156,893 |
| Brookfield Corp | $516.2M | 10.1% | 12,119,927 |
| Kkr & Co L P Del | $457.2M | 8.9% | 4,981,486 |
| Fair Isaac Corp | $432.3M | 8.4% | 361,826 |
| Roper Technologies Inc | $398.1M | 7.8% | 1,176,562 |
| Visa Inc | $381.1M | 7.4% | 1,110,881 |
| Costar Group Inc | $331.3M | 6.5% | 11,699,396 |
| Copart Inc | $225.1M | 4.4% | 7,985,808 |
| Oreilly Automotive Inc | $199.1M | 3.9% | 2,161,818 |
| Airbnb Inc | $169.4M | 3.3% | 1,183,749 |
| Ccc Intelligent Solutions Hl | $154.1M | 3.0% | 29,858,935 |
| Servicenow Inc | $123.7M | 2.4% | 1,246,099 |
| Salesforce Inc | $112.5M | 2.2% | 717,799 |
| Goosehead Ins Inc | $21.5M | 0.4% | 443,385 |
| Sophia Genetics Sa | $21.5M | 0.4% | 3,719,140 |
| Salesforce Inc (call options) | $15.7M | 0.3% | 100,000 |
| Perimeter Solutions Inc | $8.9M | 0.2% | 250,000 |
| American Tower Corp New | $4.8M | 0.1% | 29,254 |
| Berkshire Hathaway Inc Del | $4.1M | 0.1% | 8,184 |
Positions increased
| Company | Value | Share change | Shares |
|---|---|---|---|
| Costar Group Inc | $331.3M | +13% | 11,699,396 |
| Servicenow Inc | $123.7M | +14% | 1,246,099 |
Positions reduced
| Company | Value | Share change | Shares |
|---|---|---|---|
| Mastercard Incorporated | $1.0B | -13% | 1,989,906 |
| Moodys Corp | $524.0M | -7% | 1,156,893 |
| Brookfield Corp | $516.2M | -29% | 12,119,927 |
| Kkr & Co L P Del | $457.2M | -26% | 4,981,486 |
| Roper Technologies Inc | $398.1M | -6% | 1,176,562 |
| Visa Inc | $381.1M | -32% | 1,110,881 |
| Oreilly Automotive Inc | $199.1M | -44% | 2,161,818 |
| Airbnb Inc | $169.4M | -42% | 1,183,749 |
| Ccc Intelligent Solutions Hl | $154.1M | -5% | 29,858,935 |
| American Tower Corp New | $4.8M | -42% | 29,254 |
| Berkshire Hathaway Inc Del | $4.1M | -21% | 8,184 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.