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 2021Jun 30, 2021 | MKL Markel Group Inc. | Sell | -310-2.2% |
Q2 2021Jun 30, 2021 | TTD The Trade Desk, Inc. | Sell - Position Exit | -445-100.0% |
Q2 2021Jun 30, 2021 | KMX CarMax Inc | Sell | -450-0.0% |
Q2 2021Jun 30, 2021 | BRK-B Berkshire Hathaway Inc. New | Sell | -450-2.4% |
Q2 2021Jun 30, 2021 | KKR KKR & Co. Inc. | Sell | -1,080-0.0% |
Q2 2021Jun 30, 2021 | ORLY O'Reilly Automotive, Inc. | Sell | -1,445-0.1% |
Q2 2021Jun 30, 2021 | VRSK Verisk Analytics, Inc. | Sell | -1,460-0.1% |
Q2 2021Jun 30, 2021 | MCO Moody's Corporation | Sell | -2,000-0.0% |
Q2 2021Jun 30, 2021 | DLTR Dollar Tree, Inc. | Sell | -2,790-0.1% |
Q2 2021Jun 30, 2021 | ALRM Alarm.com Holdings, Inc. | Sell | -3,200-0.2% |
Q2 2021Jun 30, 2021 | PYPL PayPal Holdings, Inc. | Sell - Position Exit | -5,000-100.0% |
Q2 2021Jun 30, 2021 | MA Mastercard Incorporated | Sell | -5,640-0.1% |
Q2 2021Jun 30, 2021 | V Visa Inc. | Sell | -10,000-0.2% |
Q2 2021Jun 30, 2021 | LAMR Lamar Advertising Company | Sell - Position Exit | -48,530-100.0% |
Q2 2021Jun 30, 2021 | ROP Roper Technologies, Inc. | Sell | -71,415-4.1% |
Q2 2021Jun 30, 2021 | AMT American Tower Corporation (REI | Sell | -107,825-1.5% |
Q2 2021Jun 30, 2021 | TDUP ThredUp Inc. | Sell | -177,500-88.8% |
Q2 2021Jun 30, 2021 | SBAC SBA Communications Corporation | Sell | -354,936-15.5% |
Q2 2021Jun 30, 2021 | LYV Live Nation Entertainment, Inc. | Sell - Position Exit | -5,469,400-100.0% |
Q1 2021Mar 31, 2021 | ADBE Adobe Inc. | Buy | +389,870+34.2% |
Q1 2021Mar 31, 2021 | TDUP ThredUp Inc. | Buy - Position Entry | +200,000 |
Q1 2021Mar 31, 2021 | V Visa Inc. | Buy | +12,180+0.2% |
Q1 2021Mar 31, 2021 | CSGP CoStar Group, Inc. | Buy | +11,084+1.1% |
Q1 2021Mar 31, 2021 | KKR KKR & Co. Inc. | Buy | +7,376+0.1% |
Q1 2021Mar 31, 2021 | PYPL PayPal Holdings, Inc. | Buy - Position Entry | +5,000 |
Q1 2021Mar 31, 2021 | GOOG Alphabet Inc. | Buy - Position Entry | +40 |
Q1 2021Mar 31, 2021 | BRK-B Berkshire Hathaway Inc. New | Sell | -215-1.2% |
Q1 2021Mar 31, 2021 | BAM Brookfield Asset Management Inc | Sell | -480-0.0% |
Q1 2021Mar 31, 2021 | VRSK Verisk Analytics, Inc. | Sell | -2,085-0.1% |
Q1 2021Mar 31, 2021 | MCO Moody's Corporation | Sell | -5,450-0.1% |