Akre Capital Management 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Akre Capital Management disclosed 19 US equity positions worth $10.0bn in its Q3 2025 13F filing. The largest position was MA at 17.9% of the reported book, followed by BN and KKR. Against the Q2 2025 filing, it opened 0 new positions, added to 3 and reduced 9 among the top 19 holdings.
What did Akre Capital Management own in Q3 2025? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MA MASTERCARD INCORPORATED | Financial Services | 17.9% | $1.8bn | 3,155,594 | -4% | reduced |
| 2 | BN BROOKFIELD CORP | Financial Services | 13.1% | $1.3bn | 19,215,941 | -0% | held |
| 3 | KKR KKR & CO L P DEL | Financial Services | 11.3% | $1.1bn | 8,713,264 | -2% | reduced |
| 4 | V VISA INC | Financial Services | 10.1% | $1.0bn | 2,973,760 | -6% | reduced |
| 5 | MCO MOODYS CORP | Financial Services | 10.1% | $1.0bn | 2,118,949 | -8% | reduced |
| 6 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 9.3% | $928.5m | 8,612,428 | -8% | reduced |
| 7 | CSGP COSTAR GROUP INC | Real Estate | 7.8% | $785.2m | 9,306,485 | -0% | held |
| 8 | ROP ROPER TECHNOLOGIES INC | Technology | 5.8% | $576.8m | 1,156,673 | -20% | reduced |
| 9 | ABNB AIRBNB INC | Consumer Cyclical | 4.2% | $421.7m | 3,473,243 | 0% | held |
| 10 | FICO FAIR ISAAC CORP | Technology | 3.9% | $390.4m | 260,849 | 2751% | added |
| 11 | CPRT COPART INC | Industrials | 1.9% | $190.5m | 4,236,760 | 253% | added |
| 12 | DHR DANAHER CORPORATION | Healthcare | 1.7% | $173.4m | 874,831 | -51% | reduced |
| 13 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 1.5% | $148.2m | 16,270,128 | 10% | added |
| 14 | AMT AMERICAN TOWER CORP NEW | Real Estate | 0.8% | $85.2m | 442,843 | -52% | reduced |
| 15 | GOOSEHEAD INS INC | 0.3% | $27.2m | 366,125 | 0% | held | |
| 16 | SOPH SOPHIA GENETICS SA | 0.2% | $17.7m | 3,719,140 | 0% | held | |
| 17 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.1% | $7.0m | 13,985 | 0% | held | |
| 18 | KMX CARMAX INC | Consumer Cyclical | 0.1% | $6.8m | 150,600 | 0% | held |
| 19 | VRSK VERISK ANALYTICS INC | Industrials | 0.0% | $2.1m | 8,279 | -4% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.