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 |
|---|---|---|---|
Q2 2015Jun 30, 2015 | MKL Markel Group Inc. | Buy | +1,294+0.3% |
Q2 2015Jun 30, 2015 | BRK-A Berkshire Hathaway Inc. | Sell | -10-18.9% |
Q2 2015Jun 30, 2015 | LPLA LPL Financial Holdings Inc. | Sell | -146,596-10.0% |
Q1 2015Mar 31, 2015 | V Visa Inc. | Buy | +1,712,430+300.0% |
Q1 2015Mar 31, 2015 | VRSK Verisk Analytics, Inc. | Buy | +193,495+24.2% |
Q1 2015Mar 31, 2015 | ROP Roper Technologies, Inc. | Buy | +73,056+6.4% |
Q1 2015Mar 31, 2015 | MA Mastercard Incorporated | Buy | +51,157+1.2% |
Q1 2015Mar 31, 2015 | DLTR Dollar Tree, Inc. | Buy | +43,160+1.2% |
Q1 2015Mar 31, 2015 | G3075P101 Enstar Group | Buy | +39,447+7.7% |
Q1 2015Mar 31, 2015 | AMT American Tower Corporation (REI | Buy | +35,472+0.9% |
Q1 2015Mar 31, 2015 | MCO Moody's Corporation | Buy | +35,305+1.0% |
Q1 2015Mar 31, 2015 | BRK-B Berkshire Hathaway Inc. New | Buy | +5,663+1.9% |
Q1 2015Mar 31, 2015 | MKL Markel Group Inc. | Buy | +5,313+1.0% |
Q1 2015Mar 31, 2015 | ORLY O'Reilly Automotive, Inc. | Buy | +2,631+0.3% |
Q1 2015Mar 31, 2015 | BRK-A Berkshire Hathaway Inc. | Buy | +2+3.9% |
Q1 2015Mar 31, 2015 | WMB Williams Companies, Inc. (The) | Sell | -2,090-11.5% |
Q1 2015Mar 31, 2015 | CSX CSX Corporation | Sell | -12,954-30.2% |
Q1 2015Mar 31, 2015 | HIG Hartford Financial Services Gro | Sell - Position Exit | -50,761-100.0% |
Q1 2015Mar 31, 2015 | LYV Live Nation Entertainment, Inc. | Sell | -89,846-1.4% |
Q1 2015Mar 31, 2015 | LPLA LPL Financial Holdings Inc. | Sell | -249,815-14.6% |
Q4 2014Dec 31, 2014 | KMX CarMax Inc | Buy | +505,000+42.3% |
Q4 2014Dec 31, 2014 | MNRO Monro, Inc. | Buy | +245,003+19.4% |
Q4 2014Dec 31, 2014 | LAMR Lamar Advertising Company | Buy - Position Entry | +67,100 |
Q4 2014Dec 31, 2014 | ROP Roper Technologies, Inc. | Buy | +57,990+5.3% |
Q4 2014Dec 31, 2014 | MCO Moody's Corporation | Buy | +38,635+1.1% |
Q4 2014Dec 31, 2014 | G3075P101 Enstar Group | Buy | +15,918+3.2% |
Q4 2014Dec 31, 2014 | DLTR Dollar Tree, Inc. | Buy | +14,540+0.4% |
Q4 2014Dec 31, 2014 | MKL Markel Group Inc. | Buy | +1,160+0.2% |
Q4 2014Dec 31, 2014 | V Visa Inc. | Buy | +380+0.1% |
Q4 2014Dec 31, 2014 | BRK-A Berkshire Hathaway Inc. | Sell | -1-1.9% |