Great investors · Chuck Akre · Q2 2025
What Chuck Akre bought and sold in Q2 2025
Akre Capital Management 13F portfolio as of Jun 30, 2025: 19 positions worth $10.2 bn. Largest: MA, BN, KKR, MCO. Filed with the SEC on Aug 14, 2025.
The 13F is filed by Akre Capital Management, not by Chuck Akre personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q2 2025
Sells in Q2 2025
- ReducedAmerican TowerAMT−3.6 pp
- ReducedO Reilly AutomotiveORLY−3.1 pp
- ReducedMoody'sMCO−0.6 pp
5 companies with material moves, out of 13 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Akre Capital Management's Q2 2025 13F lists 19 lines of US-listed securities worth $10.2 bn; the largest is MA at 18.1% of the portfolio. It was accepted by the SEC on Aug 14, 2025 at 4:49 PM ET.
Against the previous quarter, it opened 2 positions (CPRT and FICO), closed 1 (DBRG), added to 3 (ABNB, CCC and SOPH) and trimmed 7 (ORLY, AMT, MCO and MA and 3 more). 7 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Mastercard MA | 3.3 M | $1.9 bn | 18.1% | −1.1% |
| 2 | Brookfield BN | 19.2 M | $1.2 bn | 11.6% | no change |
| 3 | KKR KKR | 8.8 M | $1.2 bn | 11.5% | no change |
| 4 | Moody's MCO | 2.3 M | $1.2 bn | 11.3% | −5.3% |
| 5 | Visa V | 3.2 M | $1.1 bn | 11.0% | no change |
| 6 | O Reilly Automotive ORLY | 9.4 M | $848M | 8.31% | −27% |
| 7 | Roper Technologies ROP | 1.4 M | $816M | 7.99% | no change |
| 8 | CoStar Group CSGP | 9.3 M | $748M | 7.33% | no change |
| 9 | Airbnb ABNB | 3.5 M | $460M | 4.50% | +19% |
| 10 | Danaher DHR | 1.8 M | $351M | 3.43% | no change |
| 11 | American Tower AMT | 915,249 | $202M | 1.98% | −65% |
| 12 | CCC Intelligent Solutions Holdings CCC | 14.8 M | $139M | 1.36% | +12% |
| 13 | Copart CPRT | 1.2 M | $58.9M | 0.58% | new |
| 14 | Goosehead Insurance GSHD | 366,125 | $38.6M | 0.38% | no change |
| 15 | Fair Isaac FICO | 9,148 | $16.7M | 0.16% | new |
| 16 | SOPHiA GENETICS SOPH | 3.7 M | $11.5M | 0.11% | +66% |
| 17 | Carmax KMX | 150,600 | $10.1M | 0.10% | −27% |
| 18 | Berkshire Hathaway BRK/B | 13,985 | $6.8M | 0.07% | −7.8% |
| 19 | Verisk Analytics VRSK | 8,639 | $2.7M | 0.03% | −15% |
Positions it closed (1)
- DigitalBridge Group DBRGwas 0.01% · 164,740 shares
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Akre Capital Management's 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.