Chuck Akre - Akre Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2025
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Add 23.49% 2,508,986 0.22
≡ ABNB - Airbnb Inc. Add 10.13% 268,335 0.31
≡ BN - Brookfield Corp. Add 0.66% 124,842 0.06
≡ CSGP - CoStar Group Inc. Reduce 0.00% 288 0.00
≡ BRK.B - Berkshire Hathaway CL B Reduce 0.65% 99 0.00
≡ ROP - Roper Technologies Inc. Reduce 2.21% 32,741 0.19
≡ V - Visa Inc. Reduce 2.95% 96,500 0.33
≡ ORLY - O'Reilly Automotive Reduce 3.50% 31,370 0.43
≡ MA - Mastercard Inc. Reduce 10.06% 372,663 1.96
≡ VRSK - Verisk Analytics Inc. Reduce 10.28% 1,162 0.00
≡ KKR - KKR & Co. L.P. Reduce 13.96% 1,436,000 1.60
≡ MCO - Moody's Corp. Reduce 20.90% 643,469 2.88
≡ AMT - American Tower Corp. Reduce 52.95% 2,914,221 6.10
≡ KMX - CarMax Inc. Reduce 69.24% 462,162 0.34
≡ DBRG - DigitalBridge Group Inc. Reduce 78.46% 599,990 0.04
Q4  2024
≡ CSGP - CoStar Group Inc. Add 4.25% 379,787 0.24
≡ BN - Brookfield Corp. Add 0.16% 30,748 0.02
≡ ROP - Roper Technologies Inc. Reduce 1.17% 17,500 0.08
≡ ORLY - O'Reilly Automotive Reduce 2.59% 23,785 0.24
≡ MA - Mastercard Inc. Reduce 5.53% 216,853 0.99
≡ MCO - Moody's Corp. Reduce 8.44% 283,953 1.16
≡ VRSK - Verisk Analytics Inc. Reduce 8.70% 1,077 0.00
≡ AMT - American Tower Corp. Reduce 9.07% 549,119 0.87
≡ KKR - KKR & Co. L.P. Reduce 9.74% 1,110,272 1.42
≡ DBRG - DigitalBridge Group Inc. Reduce 41.85% 550,346 0.05
≡ KMX - CarMax Inc. Reduce 48.55% 629,714 0.44
Q3  2024
≡ ABNB - Airbnb Inc. Add 183.09% 1,713,522 1.81
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Add 36.67% 2,865,676 0.26
≡ SOPH - Sophia Genetics SA Add 16.51% 317,072 0.01
≡ BN - Brookfield Corp. Add 2.56% 472,549 0.21
≡ CSGP - CoStar Group Inc. Add 1.87% 163,670 0.10
≡ AMT - American Tower Corp. Reduce 1.33% 81,775 0.16
≡ ROP - Roper Technologies Inc. Reduce 2.87% 44,250 0.20
≡ MA - Mastercard Inc. Reduce 2.94% 118,757 0.49
≡ ORLY - O'Reilly Automotive Reduce 3.87% 37,014 0.35
≡ BRK.B - Berkshire Hathaway CL B Reduce 3.91% 621 0.00
≡ KKR - KKR & Co. L.P. Reduce 16.77% 2,295,980 2.49
≡ MCO - Moody's Corp. Reduce 20.33% 858,224 3.39
≡ VRSK - Verisk Analytics Inc. Reduce 22.97% 3,691 0.01
≡ KMX - CarMax Inc. Reduce 39.54% 848,358 0.55
≡ DBRG - DigitalBridge Group Inc. Reduce 63.90% 2,328,018 0.27
≡ SBAC - SBA Communications Corp. Sell 100.00% 500,000 0.86
Q2  2024
≡ SOPH - Sophia Genetics SA Add 567.51% 1,632,733 0.07
≡ SBAC - SBA Communications Corp. Add 176.81% 319,371 0.55
≡ GSHD - Goosehead Insurance Inc. Add 50.25% 122,453 0.06
≡ CSGP - CoStar Group Inc. Add 20.78% 1,508,797 0.98
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Add 11.65% 815,722 0.08
≡ BN - Brookfield Corp. Add 2.83% 507,467 0.19
≡ ABNB - Airbnb Inc. Buy 935,876 1.25
≡ ROP - Roper Technologies Inc. Reduce 0.07% 1,021 0.01
≡ AMT - American Tower Corp. Reduce 1.02% 63,518 0.11
≡ ORLY - O'Reilly Automotive Reduce 3.27% 32,335 0.30
≡ BRK.B - Berkshire Hathaway CL B Reduce 3.61% 595 0.00
≡ MCO - Moody's Corp. Reduce 5.21% 231,863 0.86
≡ VRSK - Verisk Analytics Inc. Reduce 7.25% 1,256 0.00
≡ KKR - KKR & Co. L.P. Reduce 8.00% 1,189,735 1.10
≡ DBRG - DigitalBridge Group Inc. Reduce 11.34% 465,911 0.06
≡ MA - Mastercard Inc. Reduce 12.38% 570,943 2.22
≡ KMX - CarMax Inc. Reduce 20.59% 556,320 0.36
≡ UBER - Uber Technologies Inc. Sell 100.00% 1,775,000 1.13
≡ BAM - Brookfield Asset Management Sell 100.00% 63,000 0.02
≡ DLTR - Dollar Tree Inc. Sell 100.00% 2,229 0.00
Q1  2024
≡ CSGP - CoStar Group Inc. Add 0.08% 5,957 0.00
≡ UBER - Uber Technologies Inc. Buy 1,775,000 1.13
≡ CCCS - CCC Intelligent Solutions Hldgs Inc. Buy 7,000,000 0.69
≡ SOPH - Sophia Genetics SA Buy 287,699 0.01
≡ BRK.B - Berkshire Hathaway CL B Reduce 0.42% 70 0.00
≡ BN - Brookfield Corp. Reduce 0.53% 95,076 0.03
≡ KMX - CarMax Inc. Reduce 0.91% 24,866 0.02
≡ ROP - Roper Technologies Inc. Reduce 1.78% 27,992 0.13
≡ ORLY - O'Reilly Automotive Reduce 3.08% 31,450 0.29
≡ DBRG - DigitalBridge Group Inc. Reduce 6.66% 293,215 0.05
≡ V - Visa Inc. Reduce 6.75% 237,000 0.55
≡ MCO - Moody's Corp. Reduce 6.78% 323,973 1.05
≡ MA - Mastercard Inc. Reduce 8.92% 451,542 1.80
≡ AMT - American Tower Corp. Reduce 8.92% 606,774 0.99
≡ KKR - KKR & Co. L.P. Reduce 10.62% 1,768,668 1.47
≡ DLTR - Dollar Tree Inc. Reduce 89.76% 19,542 0.00
≡ BAM - Brookfield Asset Management Reduce 98.18% 3,392,966 1.08
Q4  2023
≡ AMT - American Tower Corp. Add 0.54% 36,375 0.07
≡ CSGP - CoStar Group Inc. Add 0.09% 6,443 0.00
≡ SBAC - SBA Communications Corp. Buy 180,629 0.39
≡ ROP - Roper Technologies Inc. Reduce 0.13% 2,067 0.01
≡ BAM - Brookfield Asset Management Reduce 0.23% 7,906 0.00
≡ KMX - CarMax Inc. Reduce 0.25% 6,767 0.00
≡ BN - Brookfield Corp. Reduce 0.50% 91,160 0.03
≡ DBRG - DigitalBridge Group Inc. Reduce 1.02% 45,410 0.01
≡ KKR - KKR & Co. L.P. Reduce 1.55% 262,388 0.18
≡ BRK.B - Berkshire Hathaway CL B Reduce 3.21% 550 0.00
≡ ORLY - O'Reilly Automotive Reduce 3.37% 35,609 0.28
≡ MCO - Moody's Corp. Reduce 6.24% 317,706 1.04
≡ VRSK - Verisk Analytics Inc. Reduce 7.03% 1,310 0.00
≡ MA - Mastercard Inc. Reduce 13.48% 788,927 2.83
≡ DLTR - Dollar Tree Inc. Reduce 24.71% 7,145 0.01
≡ V - Visa Inc. Reduce 26.92% 1,292,214 2.83
Q3  2023
≡ KKR - KKR & Co. L.P. Add 11.01% 1,676,739 0.95
≡ CSGP - CoStar Group Inc. Add 1.94% 137,796 0.10
≡ AMT - American Tower Corp. Add 0.35% 23,277 0.04
≡ BRK.B - Berkshire Hathaway CL B Reduce 0.02% 4 0.00
≡ MA - Mastercard Inc. Reduce 0.32% 18,698 0.07