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 2025Mar 31, 2025 | AMT American Tower Corporation (REI | Sell | -2,914,221-53.0% |
Q4 2024Dec 31, 2024 | CSGP CoStar Group, Inc. | Buy | +379,787+4.3% |
Q4 2024Dec 31, 2024 | BN Brookfield Corporation | Buy | +30,748+0.2% |
Q4 2024Dec 31, 2024 | VRSK Verisk Analytics, Inc. | Sell | -1,077-8.7% |
Q4 2024Dec 31, 2024 | ROP Roper Technologies, Inc. | Sell | -17,500-1.2% |
Q4 2024Dec 31, 2024 | ORLY O'Reilly Automotive, Inc. | Sell | -23,785-2.6% |
Q4 2024Dec 31, 2024 | MA Mastercard Incorporated | Sell | -216,853-5.5% |
Q4 2024Dec 31, 2024 | MCO Moody's Corporation | Sell | -283,953-8.4% |
Q4 2024Dec 31, 2024 | AMT American Tower Corporation (REI | Sell | -549,119-9.1% |
Q4 2024Dec 31, 2024 | DBRG DigitalBridge Group, Inc. | Sell | -550,346-41.8% |
Q4 2024Dec 31, 2024 | KMX CarMax Inc | Sell | -629,714-48.5% |
Q4 2024Dec 31, 2024 | KKR KKR & Co. Inc. | Sell | -1,110,272-9.7% |
Q3 2024Sep 30, 2024 | CCCS CCC Intelligent Solutions Holdi | Buy | +2,865,676+36.7% |
Q3 2024Sep 30, 2024 | ABNB Airbnb, Inc. | Buy | +1,713,522+183.1% |
Q3 2024Sep 30, 2024 | BN Brookfield Corporation | Buy | +472,549+2.6% |
Q3 2024Sep 30, 2024 | H82027105 Sophia Genetics | Buy | +317,072+16.5% |
Q3 2024Sep 30, 2024 | CSGP CoStar Group, Inc. | Buy | +163,670+1.9% |
Q3 2024Sep 30, 2024 | BRK-B Berkshire Hathaway Inc. New | Sell | -621-3.9% |
Q3 2024Sep 30, 2024 | VRSK Verisk Analytics, Inc. | Sell | -3,691-23.0% |
Q3 2024Sep 30, 2024 | ORLY O'Reilly Automotive, Inc. | Sell | -37,014-3.9% |
Q3 2024Sep 30, 2024 | ROP Roper Technologies, Inc. | Sell | -44,250-2.9% |
Q3 2024Sep 30, 2024 | AMT American Tower Corporation (REI | Sell | -81,775-1.3% |
Q3 2024Sep 30, 2024 | MA Mastercard Incorporated | Sell | -118,757-2.9% |
Q3 2024Sep 30, 2024 | SBAC SBA Communications Corporation | Sell - Position Exit | -500,000-100.0% |
Q3 2024Sep 30, 2024 | KMX CarMax Inc | Sell | -848,358-39.5% |
Q3 2024Sep 30, 2024 | MCO Moody's Corporation | Sell | -858,224-20.3% |
Q3 2024Sep 30, 2024 | KKR KKR & Co. Inc. | Sell | -2,295,980-16.8% |
Q3 2024Sep 30, 2024 | DBRG DigitalBridge Group, Inc. | Sell | -2,328,018-63.9% |
Q2 2024Jun 30, 2024 | H82027105 Sophia Genetics | Buy - Position Entry | +1,920,432 |
Q2 2024Jun 30, 2024 | CSGP CoStar Group, Inc. | Buy | +1,508,797+20.8% |