Chuck Akre - Akre Capital Management

History Stock Activity Share change % change to portfolio ▼
Q3  2024
≡ MCO - Moody's Corp. Reduce 20.33% 858,224 3.39
≡ KKR - KKR & Co. L.P. Reduce 16.77% 2,295,980 2.49
≡ ABNB - Airbnb Inc. Add 183.09% 1,713,522 1.81
≡ SBAC - SBA Communications Corp. Sell 100.00% 500,000 0.86
≡ KMX - CarMax Inc. Reduce 39.54% 848,358 0.55
≡ MA - Mastercard Inc. Reduce 2.94% 118,757 0.49
≡ ORLY - O'Reilly Automotive Reduce 3.87% 37,014 0.35
≡ DBRG - DigitalBridge Group Inc. Reduce 63.90% 2,328,018 0.27
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Add 36.67% 2,865,676 0.26
≡ BN - Brookfield Corp. Add 2.56% 472,549 0.21
≡ ROP - Roper Technologies Inc. Reduce 2.87% 44,250 0.20
≡ AMT - American Tower Corp. Reduce 1.33% 81,775 0.16
≡ CSGP - CoStar Group Inc. Add 1.87% 163,670 0.10
≡ SOPH - Sophia Genetics SA Add 16.51% 317,072 0.01
≡ VRSK - Verisk Analytics Inc. Reduce 22.97% 3,691 0.01
≡ BRK.B - Berkshire Hathaway CL B Reduce 3.91% 621 0.00
Q2  2024
≡ MA - Mastercard Inc. Reduce 12.38% 570,943 2.22
≡ ABNB - Airbnb Inc. Buy 935,876 1.25
≡ UBER - Uber Technologies Inc. Sell 100.00% 1,775,000 1.13
≡ KKR - KKR & Co. L.P. Reduce 8.00% 1,189,735 1.10
≡ CSGP - CoStar Group Inc. Add 20.78% 1,508,797 0.98
≡ MCO - Moody's Corp. Reduce 5.21% 231,863 0.86
≡ SBAC - SBA Communications Corp. Add 176.81% 319,371 0.55
≡ KMX - CarMax Inc. Reduce 20.59% 556,320 0.36
≡ ORLY - O'Reilly Automotive Reduce 3.27% 32,335 0.30
≡ BN - Brookfield Corp. Add 2.83% 507,467 0.19
≡ AMT - American Tower Corp. Reduce 1.02% 63,518 0.11
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Add 11.65% 815,722 0.08
≡ SOPH - Sophia Genetics SA Add 567.51% 1,632,733 0.07
≡ GSHD - Goosehead Insurance Inc. Add 50.25% 122,453 0.06
≡ DBRG - DigitalBridge Group Inc. Reduce 11.34% 465,911 0.06
≡ BAM - Brookfield Asset Management Sell 100.00% 63,000 0.02
≡ ROP - Roper Technologies Inc. Reduce 0.07% 1,021 0.01
≡ BRK.B - Berkshire Hathaway CL B Reduce 3.61% 595 0.00
≡ VRSK - Verisk Analytics Inc. Reduce 7.25% 1,256 0.00
≡ DLTR - Dollar Tree Inc. Sell 100.00% 2,229 0.00
Q1  2024
≡ MA - Mastercard Inc. Reduce 8.92% 451,542 1.80
≡ KKR - KKR & Co. L.P. Reduce 10.62% 1,768,668 1.47
≡ UBER - Uber Technologies Inc. Buy 1,775,000 1.13
≡ BAM - Brookfield Asset Management Reduce 98.18% 3,392,966 1.08
≡ MCO - Moody's Corp. Reduce 6.78% 323,973 1.05
≡ AMT - American Tower Corp. Reduce 8.92% 606,774 0.99
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Buy 7,000,000 0.69
≡ V - Visa Inc. Reduce 6.75% 237,000 0.55
≡ ORLY - O'Reilly Automotive Reduce 3.08% 31,450 0.29
≡ ROP - Roper Technologies Inc. Reduce 1.78% 27,992 0.13
≡ DBRG - DigitalBridge Group Inc. Reduce 6.66% 293,215 0.05
≡ BN - Brookfield Corp. Reduce 0.53% 95,076 0.03
≡ KMX - CarMax Inc. Reduce 0.91% 24,866 0.02
≡ SOPH - Sophia Genetics SA Buy 287,699 0.01
≡ CSGP - CoStar Group Inc. Add 0.08% 5,957 0.00
≡ BRK.B - Berkshire Hathaway CL B Reduce 0.42% 70 0.00
≡ DLTR - Dollar Tree Inc. Reduce 89.76% 19,542 0.00
Q4  2023
≡ MA - Mastercard Inc. Reduce 13.48% 788,927 2.83
≡ V - Visa Inc. Reduce 26.92% 1,292,214 2.83
≡ MCO - Moody's Corp. Reduce 6.24% 317,706 1.04
≡ SBAC - SBA Communications Corp. Buy 180,629 0.39
≡ ORLY - O'Reilly Automotive Reduce 3.37% 35,609 0.28
≡ KKR - KKR & Co. L.P. Reduce 1.55% 262,388 0.18
≡ AMT - American Tower Corp. Add 0.54% 36,375 0.07
≡ BN - Brookfield Corp. Reduce 0.50% 91,160 0.03
≡ ROP - Roper Technologies Inc. Reduce 0.13% 2,067 0.01
≡ DBRG - DigitalBridge Group Inc. Reduce 1.02% 45,410 0.01
≡ DLTR - Dollar Tree Inc. Reduce 24.71% 7,145 0.01
≡ CSGP - CoStar Group Inc. Add 0.09% 6,443 0.00
≡ BAM - Brookfield Asset Management Reduce 0.23% 7,906 0.00
≡ KMX - CarMax Inc. Reduce 0.25% 6,767 0.00
≡ BRK.B - Berkshire Hathaway CL B Reduce 3.21% 550 0.00
≡ VRSK - Verisk Analytics Inc. Reduce 7.03% 1,310 0.00
Q3  2023
≡ ADBE - Adobe Inc. Sell 100.00% 1,064,081 4.34
≡ KKR - KKR & Co. L.P. Add 11.01% 1,676,739 0.95
≡ MCO - Moody's Corp. Reduce 3.53% 186,577 0.54
≡ ORLY - O'Reilly Automotive Reduce 5.23% 58,280 0.49
≡ ROP - Roper Technologies Inc. Reduce 4.88% 80,866 0.36
≡ V - Visa Inc. Reduce 2.46% 121,184 0.26
≡ CSGP - CoStar Group Inc. Add 1.94% 137,796 0.10
≡ DBRG - DigitalBridge Group Inc. Reduce 11.41% 573,001 0.09
≡ KMX - CarMax Inc. Reduce 4.12% 117,344 0.08
≡ MA - Mastercard Inc. Reduce 0.32% 18,698 0.07
≡ BAM - Brookfield Asset Management Reduce 6.17% 227,812 0.07
≡ BN - Brookfield Corp. Reduce 0.87% 159,662 0.05
≡ AMT - American Tower Corp. Add 0.35% 23,277 0.04
≡ DHR - Danaher Corp. Reduce 0.83% 14,900 0.03
≡ BRK.B - Berkshire Hathaway CL B Reduce 0.02% 4 0.00
≡ VRSK - Verisk Analytics Inc. Reduce 1.80% 341 0.00
≡ DLTR - Dollar Tree Inc. Reduce 4.56% 1,380 0.00
Q2  2023
≡ MCO - Moody's Corp. Reduce 7.41% 422,562 1.22
≡ ADBE - Adobe Inc. Reduce 11.26% 135,000 0.55
≡ ORLY - O'Reilly Automotive Reduce 5.79% 68,415 0.54
≡ AMT - American Tower Corp. Reduce 3.63% 253,751 0.41
≡ KMX - CarMax Inc. Reduce 7.99% 247,660 0.17
≡ BN - Brookfield Corp. Add 0.65% 117,559 0.03
≡ KKR - KKR & Co. L.P. Add 0.38% 57,500 0.03
≡ DBRG - DigitalBridge Group Inc. Reduce 2.22% 113,904 0.01
≡ DHR - Danaher Corp. Add 0.12% 2,100 0.00
Q1  2023
≡ KMX - CarMax Inc. Reduce 41.44% 2,192,556 1.24
≡ BN - Brookfield Corp. Add 4.72% 820,001 0.24
≡ ADBE - Adobe Inc. Reduce 3.27% 40,477 0.14
≡ ALRM - Alarm.Com Holdings Sell 100.00% 263,939 0.12
≡ KKR - KKR & Co. L.P. Add 0.49% 73,450 0.03