Great investors · Chuck Akre · Q1 2026
What Chuck Akre bought and sold in Q1 2026
Akre Capital Management 13F portfolio as of Mar 31, 2026: 19 positions worth $6.1 bn. Largest: MA, BN, KKR, MCO. Filed with the SEC on May 14, 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 Q1 2026
- NewSalesforceCRM+1.5 pp
- NewServiceNowNOW+1.3 pp
- IncreasedFair IsaacFICO+1.0 pp
- IncreasedRoper TechnologiesROP+0.6 pp
Sells in Q1 2026
- ReducedBrookfieldBN−4.4 pp
- ReducedMastercardMA−4.0 pp
- ReducedVisaV−3.4 pp
- ReducedO Reilly AutomotiveORLY−2.9 pp
- ReducedMoody'sMCO−2.3 pp
- ReducedAirbnbABNB−2.0 pp
- ReducedKKRKKR−1.4 pp
11 companies with material moves, out of 20 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 Q1 2026 13F lists 19 lines of US-listed securities worth $6.1 bn; the largest is MA at 18.6% of the portfolio. It was accepted by the SEC on May 14, 2026 at 4:52 PM ET.
Against the previous quarter, it opened 3 positions (CRM, NOW and PRM), closed 2 (DHR and KMX), added to 6 (FICO, ROP, CCC and CSGP and 2 more) and trimmed 9 (MA, BN, V and MCO and 5 more). 1 line shows the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Mastercard MA | 2.3 M | $1.1 bn | 18.6% | −24% |
| 2 | Brookfield BN | 17.0 M | $689M | 11.3% | −37% |
| 3 | KKR KKR | 6.7 M | $621M | 10.2% | −17% |
| 4 | Moody's MCO | 1.2 M | $544M | 8.89% | −28% |
| 5 | Visa V | 1.6 M | $495M | 8.10% | −39% |
| 6 | Roper Technologies ROP | 1.3 M | $445M | 7.27% | +14% |
| 7 | CoStar Group CSGP | 10.3 M | $417M | 6.83% | +7.6% |
| 8 | Fair Isaac FICO | 363,765 | $388M | 6.35% | +31% |
| 9 | O Reilly Automotive ORLY | 3.9 M | $359M | 5.87% | −42% |
| 10 | Copart CPRT | 8.0 M | $266M | 4.34% | +1.7% |
| 11 | Airbnb ABNB | 2.0 M | $257M | 4.20% | −41% |
| 12 | CCC Intelligent Solutions Holdings CCC | 31.5 M | $189M | 3.09% | +27% |
| 13 | Salesforce CRM | 717,799 | $134M | 2.19% | new |
| 14 | ServiceNow NOW | 1.1 M | $115M | 1.87% | new |
| 15 | Goosehead Insurance GSHD | 443,385 | $18.9M | 0.31% | +19% |
| 16 | SOPHiA GENETICS SOPH | 3.7 M | $18.4M | 0.30% | no change |
| 17 | American Tower AMT | 50,772 | $8.8M | 0.14% | −80% |
| 18 | Perimeter Solutions PRM | 250,000 | $6.1M | 0.10% | new |
| 19 | Berkshire Hathaway BRK/B | 10,339 | $5.0M | 0.08% | −13% |
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.