Chuck Akre – Akre Capital Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Akre Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
Increases – O'Reilly Automotive, Inc. (ORLY), CCC Intelligent Solutions Holdi (CCCS), Sophia Genetics (H82027105), Airbnb, Inc. (ABNB), Brookfield Corporation (BN)
Reductions – Berkshire Hathaway Inc. New (BRK-B), Verisk Analytics, Inc. (VRSK), CoStar Group, Inc. (CSGP), Roper Technologies, Inc. (ROP), Mastercard Incorporated (MA), and 3 more
Complete Exits – DigitalBridge Group, Inc. (DBRG)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Akre Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2017Mar 31, 2017 | V Visa Inc. | Buy | +1,267,080+35.0% |
Q1 2017Mar 31, 2017 | MCO Moody's Corporation | Buy | +1,019,167+21.9% |
Q1 2017Mar 31, 2017 | MA Mastercard Incorporated | Buy | +627,792+13.4% |
Q1 2017Mar 31, 2017 | MNRO Monro, Inc. | Buy | +75,000+4.9% |
Q1 2017Mar 31, 2017 | DLTR Dollar Tree, Inc. | Buy | +9,198+0.2% |
Q1 2017Mar 31, 2017 | VRSK Verisk Analytics, Inc. | Buy | +5,893+0.2% |
Q1 2017Mar 31, 2017 | ROP Roper Technologies, Inc. | Buy | +2,868+0.2% |
Q1 2017Mar 31, 2017 | ORLY O'Reilly Automotive, Inc. | Buy | +1,136+0.1% |
Q1 2017Mar 31, 2017 | BRK-B Berkshire Hathaway Inc. New | Buy | +360+0.1% |
Q1 2017Mar 31, 2017 | BRK-A Berkshire Hathaway Inc. | Sell | -10-19.2% |
Q1 2017Mar 31, 2017 | MKL Markel Group Inc. | Sell | -25-0.0% |
Q1 2017Mar 31, 2017 | G3075P101 Enstar Group | Sell | -1,491-0.1% |
Q1 2017Mar 31, 2017 | AMT American Tower Corporation (REI | Sell | -2,392-0.0% |
Q1 2017Mar 31, 2017 | DIS Walt Disney Company (The) | Sell - Position Exit | -3,891-100.0% |
Q1 2017Mar 31, 2017 | CSX CSX Corporation | Sell | -33,882-87.4% |
Q1 2017Mar 31, 2017 | DLTH Duluth Holdings Inc. | Sell - Position Exit | -351,400-100.0% |
Q4 2016Dec 31, 2016 | DG Dollar General Corporation | Buy - Position Entry | +1,500,000 |
Q4 2016Dec 31, 2016 | MCO Moody's Corporation | Buy | +620,770+15.4% |
Q4 2016Dec 31, 2016 | AMT American Tower Corporation (REI | Buy | +400,654+6.4% |
Q4 2016Dec 31, 2016 | KMX CarMax Inc | Buy | +199,215+4.0% |
Q4 2016Dec 31, 2016 | DHR Danaher Corporation | Buy | +155,300+10.4% |
Q4 2016Dec 31, 2016 | MNRO Monro, Inc. | Buy | +14,700+1.0% |
Q4 2016Dec 31, 2016 | V Visa Inc. | Buy | +6,860+0.2% |
Q4 2016Dec 31, 2016 | DIS Walt Disney Company (The) | Buy - Position Entry | +3,891 |
Q4 2016Dec 31, 2016 | DLTH Duluth Holdings Inc. | Buy | +1,400+0.4% |
Q4 2016Dec 31, 2016 | DLTR Dollar Tree, Inc. | Buy | +790+0.0% |
Q4 2016Dec 31, 2016 | LAMR Lamar Advertising Company | Sell | -767-1.6% |
Q4 2016Dec 31, 2016 | MKL Markel Group Inc. | Sell | -970-0.2% |
Q4 2016Dec 31, 2016 | VRSK Verisk Analytics, Inc. | Sell | -1,320-0.1% |
Q4 2016Dec 31, 2016 | ROP Roper Technologies, Inc. | Sell | -1,410-0.1% |