Great investors · Chuck Akre · Q4 2025
What Chuck Akre bought and sold in Q4 2025
Akre Capital Management 13F portfolio as of Dec 31, 2025: 18 positions worth $9.1 bn. Largest: MA, BN, KKR, V. Filed with the SEC on Feb 13, 2026.
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 Q4 2025
- IncreasedCopartCPRT+1.4 pp
- IncreasedCCC Intelligent Solutions HoldingsCCC+0.7 pp
Sells in Q4 2025
- ReducedMoody'sMCO−2.0 pp
- ReducedDanaherDHR−1.7 pp
- ReducedO Reilly AutomotiveORLY−1.7 pp
- ReducedVisaV−1.0 pp
- ReducedBrookfieldBN−0.9 pp
- ReducedMastercardMA−0.9 pp
- ReducedKKRKKR−0.8 pp
9 companies with material moves, out of 16 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 Q4 2025 13F lists 18 lines of US-listed securities worth $9.1 bn; the largest is MA at 18.8% of the portfolio. It was accepted by the SEC on Feb 13, 2026 at 4:16 PM ET.
Against the previous quarter, it opened no new positions, closed 1 (VRSK), added to 5 (CPRT, CCC, FICO and CSGP and 1 more) and trimmed 10 (MCO, ORLY, V and BN and 6 more). 3 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Mastercard MA | 3.0 M | $1.7 bn | 18.8% | −4.8% |
| 2 | Brookfield BN | 26.8 M | $1.2 bn | 13.5% | −6.9% |
| 3 | KKR KKR | 8.1 M | $1.0 bn | 11.3% | −7% |
| 4 | Visa V | 2.7 M | $939M | 10.3% | −10% |
| 5 | Moody's MCO | 1.7 M | $886M | 9.72% | −18% |
| 6 | CoStar Group CSGP | 9.6 M | $647M | 7.09% | +3.3% |
| 7 | O Reilly Automotive ORLY | 6.7 M | $613M | 6.72% | −22% |
| 8 | Roper Technologies ROP | 1.1 M | $492M | 5.39% | −4.5% |
| 9 | Airbnb ABNB | 3.5 M | $471M | 5.17% | no change |
| 10 | Fair Isaac FICO | 277,445 | $469M | 5.14% | +6.4% |
| 11 | Copart CPRT | 7.9 M | $308M | 3.38% | +86% |
| 12 | CCC Intelligent Solutions Holdings CCC | 24.8 M | $197M | 2.16% | +53% |
| 13 | American Tower AMT | 255,267 | $44.8M | 0.49% | −42% |
| 14 | Goosehead Insurance GSHD | 371,096 | $27.3M | 0.30% | +1.4% |
| 15 | SOPHiA GENETICS SOPH | 3.7 M | $17.4M | 0.19% | no change |
| 16 | Danaher DHR | 69,516 | $15.9M | 0.17% | −92% |
| 17 | Berkshire Hathaway BRK/B | 11,902 | $6.0M | 0.07% | −15% |
| 18 | Carmax KMX | 150,600 | $5.8M | 0.06% | no change |
Positions it closed (1)
- Verisk Analytics VRSKwas 0.02% · 8,279 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.