As of Q1 2026, this manager reported 19 long-equity positions worth $6.12B in aggregate.
It also disclosed $18.67M of call notional. Notional is the contracts’ face value, not the premium paid, so it is reported separately from the equity above — see the Options section below.
As of Q1 2026, Chuck Akre's Akre Capital Management held 19 long-equity positions with a reported value of $6.12B.
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This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP NEW | Reduce -80.1% | 0.14% | 50,772 | $8.76M | $172.58 | $165.08 - $195.45(25%)$174.80 -> $172.58 |
| ORLY | OREILLY AUTOMOTIVE INC | Reduce -42.2% | 5.87% | 3,885,813 | $358.7M | $92.31 | $86.77 - $102.11(36%)$90.34 -> $92.31 |
| ABNB | AIRBNB INC | Reduce -41.4% | 4.20% | 2,034,473 | $256.91M | $126.28 | $115.53 - $141.40(42%)$133.01 -> $126.28 |
| V | VISA INC | Reduce -38.8% | 8.10% | 1,638,798 | $495.31M | $302.24 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| BN | BROOKFIELD CORP | Reduce -36.6% | 11.27% | 17,027,077 | $689.09M | $40.47 | $37.93 - $49.57(22%)$46.63 -> $40.47 |
| FICO | FAIR ISAAC CORP | Add +31.1% | 6.35% | 363,765 | $388.33M | $1067.54 | $969.32 - $1691.03(14%)$1643.27 -> $1067.54 |
| MCO | MOODYS CORP | Reduce -28.2% | 8.89% | 1,246,114 | $543.62M | $436.25 | $402.28 - $546.88(23%)$498.98 -> $436.25 |
| CCCS | CCC INTELLIGENT SOLUTIONS HL | Add +26.9% | 3.09% | 31,513,070 | $189.08M | — | - |
| MA | MASTERCARD INCORPORATED | Reduce -24.1% | 18.64% | 2,281,106 | $1.14B | $499.66 | $480.50 - $589.67(18%)$563.13 -> $499.66 |
| GSHD | GOOSEHEAD INS INC | Add +19.5% | 0.31% | 443,385 | $18.91M | $42.66 | $40.00 - $77.82(7%)$70.16 -> $42.66 |
| KKR | KKR & CO L P DEL | Reduce -17.1% | 10.16% | 6,718,078 | $621.42M | $92.50 | $82.67 - $137.28(18%)$128.90 -> $92.50 |
| ROP | ROPER TECHNOLOGIES INC | Add +13.8% | 7.27% | 1,257,232 | $444.88M | $353.86 | $313.07 - $445.00(31%)$434.54 -> $353.86 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | Reduce -13.1% | 0.08% | 10,339 | $4.95M | $479.20 | $467.21 - $512.13(27%)$496.85 -> $479.20 |
| CSGP | COSTAR GROUP INC | Add +7.6% | 6.83% | 10,348,273 | $417.45M | $40.34 | $39.18 - $70.57(4%)$65.69 -> $40.34 |
| CRM | SALESFORCE INC | New | 2.19% | 717,799 | $133.99M | $186.67 | $174.57 - $267.83(13%)$253.62 -> $186.67 |
| NOW | SERVICENOW INC | New | 1.87% | 1,096,099 | $114.6M | $104.55 | $98.00 - $153.20(12%)$147.45 -> $104.55 |
| CPRT | COPART INC | Add +1.7% | 4.34% | 7,998,938 | $265.56M | $33.20 | $32.20 - $41.79(10%)$37.77 -> $33.20 |
| CRM | SALESFORCE INC | New | — | 100,000 | $18.67M | $186.67 | $174.57 - $267.83(13%)$253.62 -> $186.67 |
| PRM | PERIMETER SOLUTIONS INC | New | 0.10% | 250,000 | $6.11M | $24.42 | $20.38 - $29.88(43%)$27.51 -> $24.42 |
| KMX | CARMAX INC | Sold | — | 0 | $0 | — | - |
| DHR | DANAHER CORPORATION | Sold | — | 0 | $0 | — | - |