Akre — 13F History

Akre Capital Management LLCCIK 0001112520Form 13F-HR on EDGAR

Portfolio value$5.1B

Positions20

QuarterQ2 2026ended 2026-06-30

Filed08/142026

Every 13F on file since Q2 2013: what Akre bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first

Q2 2026$5.1B · 19 stocks · filed Aug 14, 2026

0 bought2 added13 reduced0 sold

reduced −29% BNreduced −32% V reduced −26% KKR reduced −44% ORLY reduced −13% MA reduced −42% ABNB

Q1 2026$6.1B · 19 stocks · filed May 14, 2026

3 bought6 added9 reduced2 sold

reduced −37% BNreduced −24% MA reduced −39% V reduced −42% ORLY reduced −28% MCO reduced −41% ABNB

Q4 2025$9.1B · 18 stocks · filed Feb 13, 2026

0 bought6 added9 reduced1 sold

added +40% BNreduced −18% MCO reduced −92% DHR reduced −22% ORLY added +86% CPRT reduced −10% V

Q3 2025$10.0B · 19 stocks · filed Nov 13, 2025

0 bought3 added11 reduced0 sold

added +2751% FICO reduced −51% DHR reduced −20% ROP added +253% CPRT reduced −52% AMT reduced −8% MCO

Q2 2025$10.2B · 19 stocks · filed Aug 14, 2025

2 bought4 added9 reduced1 sold

reduced −65% AMT reduced −27% ORLY added +19% ABNB reduced −5% MCO bought CPRT reduced −1% MA

Q1 2025$10.4B · 18 stocks · filed May 13, 2025

0 bought3 added12 reduced0 sold

reduced −53% AMT reduced −21% MCO reduced −10% MA reduced −14% KKR reduced −4% ORLYreduced −69% KMX

Q4 2024$11.6B · 18 stocks · filed Feb 13, 2025

0 bought2 added9 reduced0 sold

reduced −10% KKR reduced −8% MCO reduced −6% MA reduced −9% AMTreduced −49% KMXreduced −3% ORLY

Q3 2024$12.0B · 18 stocks · filed Nov 13, 2024

0 bought5 added10 reduced1 sold

reduced −20% MCO reduced −17% KKR added +183% ABNB sold SBACreduced −40% KMXreduced −3% MA

Q2 2024$11.4B · 19 stocks · filed Aug 13, 2024

1 bought6 added10 reduced3 sold

reduced −12% MA bought ABNB sold UBER reduced −8% KKR added +21% CSGP reduced −5% MCO

Q1 2024$12.1B · 21 stocks · filed May 23, 2024

3 bought1 added13 reduced0 sold

reduced −9% MA reduced −11% KKRreduced −98% BAMbought UBER reduced −7% MCO reduced −9% AMT

Q4 2023$11.9B · 18 stocks · filed Feb 9, 2024

1 bought2 added14 reduced0 sold

reduced −13% MA reduced −27% V reduced −6% MCO reduced −11% DHR bought SBAC reduced −3% ORLY

Q3 2023$11.5B · 17 stocks · filed Nov 13, 2023

0 bought3 added13 reduced1 sold

sold ADBE added +11% KKR reduced −4% MCO reduced −5% ORLY reduced −5% ROP reduced −2% V

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.