Akre Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| MAMastercard Incorporated | 16.87% | 3,703,739 | $2.0B | trimmed−6% | +0.76 pp | 47 q |
| KKRKKR & Co. Inc. | 13.16% | 10,283,564 | $1.5B | trimmed−10% | +0.78 pp | 27 q |
| MCOMoody's Corporation | 12.61% | 3,078,927 | $1.5B | trimmed−8% | −0.67 pp | 47 q |
| BNBrookfield Corporation | 9.43% | 18,969,179 | $1.1B | added0% | +1.05 pp | 9 q |
| ORLYO'Reilly Automotive, Inc. | 9.18% | 895,280 | $1.1B | trimmed−3% | +0.37 pp | 47 q |
| VVISA Inc. | 8.94% | 3,271,740 | $1.0B | held | — | 47 q |
| AMTAmerican Tower Corporation | 8.73% | 5,503,413 | $1.0B | trimmed−9% | −2.98 pp | 47 q |
| ROPRoper Technologies, Inc. | 6.66% | 1,481,929 | $770M | trimmed−1% | −0.28 pp | 44 q |
| CSGPCoStar Group Inc | 5.77% | 9,313,880 | $667M | added+4% | +0.16 pp | 21 q |
| DHRDanaher Corporation | 3.53% | 1,775,400 | $408M | held | — | 45 q |
| ABNBAirbnb, Inc. Class A | 3.01% | 2,649,398 | $348M | held | — | 3 q |
| CCCCCC Intelligent Solutions Holdings Inc. | 1.08% | 10,681,398 | $125M | held | — | 4 q |
| KMXCarMax Inc. | 0.47% | 667,437 | $55M | trimmed−49% | −0.37 pp | 45 q |
| GSHDGoosehead Insurance, Inc. Class A | 0.34% | 366,125 | $39M | held | — | 25 q |
| DBRGDigitalBridge Group, Inc. | 0.07% | 764,730 | $9M | trimmed−42% | −0.08 pp | 22 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 0.06% | 15,274 | $7M | held | — | 47 q |
| SOPHSOPHiA GENETICS SA | 0.06% | 2,237,504 | $7M | held | — | 4 q |
| VRSKVerisk Analytics, Inc. | 0.03% | 11,301 | $3M | trimmed−9% | 0.00 pp | 47 q |
