Akre Capital Management

Name: Akre Capital Management 13F holdings, Q2 2026
Creator: Akre Capital Management

13F Holdings · CIK 1112520 · filed 2026-08-14

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New Positions

0% of current holdings

Exited

0% of prior holdings

Increased

10% of prior holdings

Decreased

65% of prior holdings

Total holdings: 20 → 20

Show unchanged positions

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15 positions

					Shares				Value ($)

Increased	Long	COSTAR GROUP INC	22160N109	COM	10,348,273	11,699,396	+1,351,123	+13.1%	$417.4M	$331.3M	−$86.1M	−20.6%
Increased	Long	SERVICENOW INC	81762P102	COM	1,096,099	1,246,099	+150,000	+13.7%	$114.6M	$123.7M	+$9.1M	+8.0%
Decreased	Long	AIRBNB INC	009066101	COM CL A	2,034,473	1,183,749	−850,724	−41.8%	$256.9M	$169.4M	−$87.5M	−34.1%
Decreased	Long	AMERICAN TOWER CORP NEW	03027X100	COM	50,772	29,254	−21,518	−42.4%	$8.8M	$4.8M	−$4.0M	−45.4%
Decreased	Long	BERKSHIRE HATHAWAY INC DEL	084670702	CL B NEW	10,339	8,184	−2,155	−20.8%	$5.0M	$4.1M	−$859.3K	−17.3%
Decreased	Long	BROOKFIELD CORP	11271J107	CL A LTD VT SH	17,027,077	12,119,927	−4,907,150	−28.8%	$689.1M	$516.2M	−$172.9M	−25.1%
Decreased	Long	CCC INTELLIGENT SOLUTIONS HL	12510Q100	COM	31,513,070	29,858,935	−1,654,135	−5.2%	$189.1M	$154.1M	−$35.0M	−18.5%
Decreased	Long	COPART INC	217204106	COM	7,998,938	7,985,808	−13,130	−0.2%	$265.6M	$225.1M	−$40.4M	−15.2%
Decreased	Long	FAIR ISAAC CORP	303250104	COM	363,765	361,826	−1,939	−0.5%	$388.3M	$432.3M	+$44.0M	+11.3%
Decreased	Long	KKR & CO L P DEL	48251W104	COM UNITS	6,718,078	4,981,486	−1,736,592	−25.8%	$621.4M	$457.2M	−$164.2M	−26.4%
Decreased	Long	MASTERCARD INCORPORATED	57636Q104	CL A	2,281,106	1,989,906	−291,200	−12.8%	$1.14B	$1.02B	−$117.8M	−10.3%
Decreased	Long	MOODYS CORP	615369105	COM	1,246,114	1,156,893	−89,221	−7.2%	$543.6M	$524.0M	−$19.6M	−3.6%
Decreased	Long	OREILLY AUTOMOTIVE INC	67103H107	COM	3,885,813	2,161,818	−1,723,995	−44.4%	$358.7M	$199.1M	−$159.6M	−44.5%
Decreased	Long	ROPER TECHNOLOGIES INC	776696106	COM	1,257,232	1,176,562	−80,670	−6.4%	$444.9M	$398.1M	−$46.7M	−10.5%
Decreased	Long	VISA INC	92826C839	COM CL A	1,638,798	1,110,881	−527,917	−32.2%	$495.3M	$381.1M	−$114.2M	−23.1%