Akre Capital Management Llc (Chuck Akre)
Basic Stats
Market Value
11.56B
Top 10 (%)
94.9%
Portfolio Size (Change from Prev.)
18 (0)
Avg. Holding Period
34 years
Turnover
—
Industry Breakdown
Services-business Services, Nec
31.6%
Investment Advice
13.2%
Services-consumer Credit Reporting, Collection Agencies
12.6%
Industrial Instruments For Measurement, Display, And Control
10.2%
Opeators Of Nonresidential Buildings
9.4%
Retail-auto & Home Supply Stores
9.2%
Real Estate Investment Trusts
8.8%
Services-to Dwellings & Other Buildings
3.0%
Services-prepackaged Software
1.1%
Retail-auto Dealers & Gasoline Stations
0.5%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 MA | Mastercard Incorporated | 1.95B | 16.9% | 3.7M | -5.5% | -216.9K | 527.00 | 0.4% |
 KKR | Kkr & Co L P Del | 1.52B | 13.2% | 10.3M | -9.7% | -1.1M | 148.00 | 1.2% |
 MCO | Moodys Corp | 1.46B | 12.6% | 3.1M | -8.4% | -284.0K | 473.00 | 1.7% |
 BN | Brookfield Corp | 1.09B | 9.4% | 19.0M | 0.2% | 30.7K | 57.00 | 1.3% |
 ORLY | Oreilly Automotive Inc | 1.06B | 9.2% | 895.3K | -2.6% | -23.8K | 1.19K | 1.6% |
 V | Visa Inc | 1.03B | 8.9% | 3.3M | — | — | 316.00 | 0.2% |
 AMT | American Tower Corp New | 1.01B | 8.7% | 5.5M | -9.1% | -549.1K | 183.00 | 1.2% |
 ROP | Roper Technologies Inc | 770.38M | 6.7% | 1.5M | -1.2% | -17.5K | 520.00 | 1.4% |
 CSGP | Costar Group Inc | 666.78M | 5.8% | 9.3M | 4.3% | 379.8K | 72.00 | 2.3% |
 DHR | Danaher Corporation | 407.54M | 3.5% | 1.8M | — | — | 230.00 | 0.2% |
 ABNB | Airbnb Inc | 348.16M | 3.0% | 2.6M | — | — | 131.00 | 0.4% |
 CCCS | Ccc Intelligent Solutions Hl | 125.29M | 1.1% | 10.7M | — | — | 12.00 | 1.7% |
 KMX | Carmax Inc | 54.57M | 0.5% | 667.4K | -48.5% | -629.7K | 82.00 | 0.4% |
 GSHD | Goosehead Ins Inc | 39.26M | 0.3% | 366.1K | — | — | 107.00 | 1.5% |
 DBRG | Digitalbridge Group Inc | 8.63M | 0.1% | 764.7K | -41.8% | -550.3K | 11.00 | 0.4% |