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Chuck Akre
Akre Capital Management
Portfolio Value: $9.12B
Holdings: 18
Period: Q4 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| BN | 5.9 | 13.51% | Add 40% | 26.84M | $1.23B | $45.89 | $47.08 | +2.6% |
| CPRT | 5.7 | 3.38% | Add 86% | 7.87M | $308.0M | $39.15 | — | — |
| CCC | 5.5 | 2.16% | Add 53% | 24.84M | $197.5M | $7.95 | — | — |
| FICO | 5.2 | 5.14% | Add 6% | 277.4K | $469.1M | $1690.62 | $1126.00 | -33.4% |
| CSGP | 3.6 | 7.09% | Add 3% | 9.62M | $646.7M | $67.24 | — | — |
| GSHD | 2.8 | 0.30% | Add 1% | 371.1K | $27.3M | $73.65 | — | — |
| ABNB | 2.2 | 5.17% | Hold | 3.47M | $471.4M | $135.72 | — | — |
| MA | 2.0 | 18.81% | Reduce 5% | 3.01M | $1.72B | $570.88 | $495.48 | -13.2% |
| ROP | 2.0 | 5.39% | Reduce 4% | 1.11M | $491.9M | $445.13 | — | — |
| SOPH | 1.6 | 0.19% | Hold | 3.72M | $17.4M | $4.67 | — | — |
| KMX | 1.6 | 0.06% | Hold | 150.6K | $5.8M | $38.64 | — | — |
| KKR | 1.0 | 11.33% | Reduce 7% | 8.11M | $1.03B | $127.48 | — | — |
| V | 1.0 | 10.29% | Reduce 10% | 2.68M | $938.7M | $350.71 | $318.79 | -9.1% |
| MCO | 1.0 | 9.72% | Reduce 18% | 1.74M | $886.4M | $510.85 | $451.32 | -11.7% |
| BRK.B | 1.0 | 0.07% | Reduce 15% | 11.9K | $6.0M | $502.65 | — | — |
| 67103H107 | 0.0 | 6.72% | Reduce 22% | 6.72M | $612.9M | $91.21 | — | — |
| AMT | 0.0 | 0.49% | Reduce 42% | 255.3K | $44.8M | $175.57 | — | — |
| DHR | 0.0 | 0.17% | Reduce 92% | 69.5K | $15.9M | $228.92 | — | — |
| VRSK | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |