Akre Capital Management Llc (Chuck Akre)
Basic Stats
Market Value
12.02B
Top 10 (%)
94.8%
Portfolio Size (Change from Prev.)
18 (-1)
Avg. Holding Period
30 years
Turnover
0.1%
Industry Breakdown
Services-business Services, Nec
29.2%
Services-consumer Credit Reporting, Collection Agencies
13.3%
Investment Advice
12.4%
Real Estate Investment Trusts
11.9%
Industrial Instruments For Measurement, Display, And Control
11.0%
Retail-auto & Home Supply Stores
8.8%
Opeators Of Nonresidential Buildings
8.4%
Services-to Dwellings & Other Buildings
2.8%
Services-prepackaged Software
1.0%
Retail-auto Dealers & Gasoline Stations
0.8%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 MA | Mastercard Incorporated | 1.94B | 16.1% | 3.9M | -2.9% | -118.8K | 494.00 | 0.4% |
 MCO | Moodys Corp | 1.60B | 13.3% | 3.4M | -20.3% | -858.2K | 475.00 | 1.9% |
 KKR | Kkr & Co L P Del | 1.49B | 12.4% | 11.4M | -16.8% | -2.3M | 131.00 | 1.3% |
 AMT | American Tower Corp New | 1.41B | 11.7% | 6.1M | -1.3% | -81.8K | 233.00 | 1.3% |
 ORLY | Oreilly Automotive Inc | 1.06B | 8.8% | 919.1K | -3.9% | -37.0K | 1.15K | 1.6% |
 BN | Brookfield Corp | 1.01B | 8.4% | 18.9M | 2.6% | 472.5K | 53.00 | 1.3% |
 V | Visa Inc | 899.56M | 7.5% | 3.3M | — | — | 275.00 | 0.2% |
 ROP | Roper Technologies Inc | 834.34M | 6.9% | 1.5M | -2.9% | -44.3K | 556.00 | 1.4% |
 CSGP | Costar Group Inc | 673.99M | 5.6% | 8.9M | 1.9% | 163.7K | 75.00 | 2.2% |
 DHR | Danaher Corporation | 493.60M | 4.1% | 1.8M | — | — | 278.00 | 0.2% |
 ABNB | Airbnb Inc | 335.97M | 2.8% | 2.6M | 183.1% | 1.7M | 127.00 | 0.4% |
 CCCS | Ccc Intelligent Solutions Hl | 118.03M | 1.0% | 10.7M | 36.7% | 2.9M | 11.00 | 1.7% |
 KMX | Carmax Inc | 100.37M | 0.8% | 1.3M | -39.5% | -848.4K | 77.00 | 0.8% |
 GSHD | Goosehead Ins Inc | 32.69M | 0.3% | 366.1K | — | — | 89.00 | 1.5% |
 DBRG | Digitalbridge Group Inc | 18.58M | 0.2% | 1.3M | -63.9% | -2.3M | 14.00 | 0.8% |