Akre Capital Management Llc (Chuck Akre)
Basic Stats
Market Value
12.02B
Top 10 (%)
94.81%
Portfolio Size (Change from Prev.)
18 (-1)
Avg. Holding Period
30 years
Turnover
0.06%
Industry Breakdown
Services-business Services, Nec
29.20%
Services-consumer Credit Reporting, Collection Agencies
13.28%
Investment Advice
12.38%
Real Estate Investment Trusts
11.87%
Industrial Instruments For Measurement, Display, And Control
11.05%
Retail-auto & Home Supply Stores
8.81%
Opeators Of Nonresidential Buildings
8.38%
Services-to Dwellings & Other Buildings
2.80%
Services-prepackaged Software
0.98%
Retail-auto Dealers & Gasoline Stations
0.84%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 MA | Mastercard Incorporated | 1.94B | 16.11% | 3.92M | -2.94% | -118.76K | $493.80 | 0.42% |
 MCO | Moodys Corp | 1.60B | 13.28% | 3.36M | -20.33% | -858.22K | $474.59 | 1.85% |
 KKR | Kkr & Co L P Del | 1.49B | 12.38% | 11.39M | -16.77% | -2.30M | $130.58 | 1.28% |
 AMT | American Tower Corp New | 1.41B | 11.71% | 6.05M | -1.33% | -81.78K | $232.56 | 1.30% |
 ORLY | Oreilly Automotive Inc | 1.06B | 8.81% | 919.07K | -3.87% | -37.01K | $1,151.60 | 1.57% |
 BN | Brookfield Corp | 1.01B | 8.38% | 18.94M | 2.56% | 472.55K | $53.15 | 1.25% |
 V | Visa Inc | 899.56M | 7.49% | 3.27M | — | — | $274.95 | 0.16% |
 ROP | Roper Technologies Inc | 834.34M | 6.94% | 1.50M | -2.87% | -44.25K | $556.44 | 1.40% |
 CSGP | Costar Group Inc | 673.99M | 5.61% | 8.93M | 1.87% | 163.67K | $75.44 | 2.20% |
 DHR | Danaher Corporation | 493.60M | 4.11% | 1.78M | — | — | $278.02 | 0.25% |
 ABNB | Airbnb Inc | 335.97M | 2.80% | 2.65M | 183.09% | 1.71M | $126.81 | 0.42% |
 CCCS | Ccc Intelligent Solutions Hl | 118.03M | 0.98% | 10.68M | 36.67% | 2.87M | $11.05 | 1.73% |
 KMX | Carmax Inc | 100.37M | 0.84% | 1.30M | -39.54% | -848.36K | $77.38 | 0.83% |
 GSHD | Goosehead Ins Inc | 32.69M | 0.27% | 366.13K | — | — | $89.30 | 1.51% |
 DBRG | Digitalbridge Group Inc | 18.58M | 0.15% | 1.32M | -63.90% | -2.33M | $14.13 | 0.77% |