Akre Capital Management Llc (Chuck Akre)
Basic Stats
Market Value
11.37B
Top 10 (%)
94.94%
Portfolio Size (Change from Prev.)
19 (-2)
Avg. Holding Period
27 years
Turnover
0.21%
Industry Breakdown
Services-business Services, Nec
28.95%
Services-consumer Credit Reporting, Collection Agencies
15.63%
Investment Advice
12.68%
Real Estate Investment Trusts
11.79%
Industrial Instruments For Measurement, Display, And Control
11.56%
Retail-auto & Home Supply Stores
8.88%
Opeators Of Nonresidential Buildings
6.75%
Retail-auto Dealers & Gasoline Stations
1.38%
Services-to Dwellings & Other Buildings
1.25%
Services-prepackaged Software
0.76%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 MA | Mastercard Incorporated | 1.78B | 15.68% | 4.04M | -12.38% | -570.94K | $437.61 | 0.43% |
 MCO | Moodys Corp | 1.78B | 15.63% | 4.22M | -5.21% | -231.86K | $421.49 | 2.31% |
 KKR | Kkr & Co L P Del | 1.44B | 12.68% | 13.69M | -8.00% | -1.19M | $104.51 | 1.55% |
 AMT | American Tower Corp New | 1.19B | 10.49% | 6.13M | -1.02% | -63.52K | $194.02 | 1.31% |
 ORLY | Oreilly Automotive Inc | 1.01B | 8.88% | 956.08K | -3.27% | -32.34K | $1,016.32 | 1.62% |
 ROP | Roper Technologies Inc | 870.11M | 7.66% | 1.54M | -0.07% | -1.02K | $562.63 | 1.44% |
 V | Visa Inc | 858.73M | 7.56% | 3.27M | — | — | $263.24 | 0.17% |
 BN | Brookfield Corp | 767.07M | 6.75% | 18.47M | 2.83% | 507.47K | $40.93 | 1.22% |
 CSGP | Costar Group Inc | 650.24M | 5.72% | 8.77M | 20.78% | 1.51M | $73.88 | 2.16% |
 DHR | Danaher Corporation | 443.58M | 3.90% | 1.78M | — | — | $244.51 | 0.24% |
 KMX | Carmax Inc | 157.35M | 1.38% | 2.15M | -20.59% | -556.32K | $71.21 | 1.37% |
 ABNB | Airbnb Inc | 141.91M | 1.25% | 935.88K | New Buy | 935.88K | $151.63 | 0.15% |
 SBAC | Sba Communications Corp New | 98.15M | 0.86% | 500K | 176.81% | 319.37K | $189.78 | 0.46% |
 CCCS | Ccc Intelligent Solutions Hl | 86.83M | 0.76% | 7.82M | 11.65% | 815.72K | $11.10 | 1.31% |
 DBRG | Digitalbridge Group Inc | 49.91M | 0.44% | 3.64M | -11.34% | -465.91K | $13.26 | 2.26% |