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 2013Jun 30, 2013 | DLTR Dollar Tree, Inc. | Buy - Position Entry | +2,421,423 |
Q2 2013Jun 30, 2013 | HIG Hartford Financial Services Gro | Buy - Position Entry | +2,028,270 |
Q2 2013Jun 30, 2013 | AMT American Tower Corporation (REI | Buy - Position Entry | +1,910,180 |
Q2 2013Jun 30, 2013 | LPLA LPL Financial Holdings Inc. | Buy - Position Entry | +1,700,000 |
Q2 2013Jun 30, 2013 | ROST Ross Stores, Inc. | Buy - Position Entry | +1,631,048 |
Q2 2013Jun 30, 2013 | ORLY O'Reilly Automotive, Inc. | Buy - Position Entry | +819,818 |
Q2 2013Jun 30, 2013 | BAC Bank of America Corporation | Buy - Position Entry | +800,000 |
Q2 2013Jun 30, 2013 | VRSK Verisk Analytics, Inc. | Buy - Position Entry | +800,000 |
Q2 2013Jun 30, 2013 | V Visa Inc. | Buy - Position Entry | +502,430 |
Q2 2013Jun 30, 2013 | MNRO Monro, Inc. | Buy - Position Entry | +500,000 |
Q2 2013Jun 30, 2013 | G3075P101 Enstar Group | Buy - Position Entry | +497,791 |
Q2 2013Jun 30, 2013 | MA Mastercard Incorporated | Buy - Position Entry | +396,088 |
Q2 2013Jun 30, 2013 | BRK-B Berkshire Hathaway Inc. New | Buy - Position Entry | +302,251 |
Q2 2013Jun 30, 2013 | MKL Markel Group Inc. | Buy - Position Entry | +246,144 |
Q2 2013Jun 30, 2013 | DHIL Diamond Hill Investment Group, | Buy - Position Entry | +145,500 |
Q2 2013Jun 30, 2013 | FDS FactSet Research Systems Inc. | Buy - Position Entry | +130,000 |
Q2 2013Jun 30, 2013 | AAPL Apple Inc. | Buy - Position Entry | +91,104 |
Q2 2013Jun 30, 2013 | CSX CSX Corporation | Buy - Position Entry | +51,061 |
Q2 2013Jun 30, 2013 | ANSS ANSYS, Inc. | Buy - Position Entry | +50,000 |
Q2 2013Jun 30, 2013 | EPD Enterprise Products Partners L. | Buy - Position Entry | +10,232 |
Q2 2013Jun 30, 2013 | TDG Transdigm Group Incorporated | Buy - Position Entry | +10,000 |
Q2 2013Jun 30, 2013 | BRK-A Berkshire Hathaway Inc. | Buy - Position Entry | +59 |