holdwiseInvestor holdings
MenuStocksInvestorsMovesMethodologyNewsletter
Akre Capital Management

Akre Capital Management

Publicly disclosed long equity holdings.

20 / 20 quarters verified
Disclosed long shares$11.88B
Positions18
Top 10 concentration95.8%
New1
Increased1
Valuation basis

Value covers disclosed long shares only; options and principal amounts are excluded. Values flagged by cross-filer unit reconciliation are estimates.

Portfolio holdings

↓ CSV

↔ Scroll table

FiledInvestorStockChangeShares ΔWeightSource
2024-02-09Akre Capital ManagementMAMASTERCARD INCORPORATEDCL ADecreased-13.5%18.17% -3.1 ppSEC filing
2024-02-09Akre Capital ManagementMCOMOODYS CORPCOMDecreased-6.2%15.70% +0.9 ppSEC filing
2024-02-09Akre Capital ManagementAMERICAN TOWER CORP NEWAMERICAN TOWER CORP NEWCOMIncreased+0.5%12.36% +2.1 ppSEC filing
2024-02-09Akre Capital ManagementKKRKKR & CO L P DELCOM UNITSDecreased-1.6%11.61% +2.0 ppSEC filing
2024-02-09Akre Capital ManagementORLYOREILLY AUTOMOTIVE INCCOMDecreased-3.4%8.15% -0.7 ppSEC filing
2024-02-09Akre Capital ManagementVVISA INCCOM CL ADecreased-26.9%7.69% -2.5 ppSEC filing
2024-02-09Akre Capital ManagementROPROPER TECHNOLOGIES INCCOMUnchanged-0.1%7.21% +0.2 ppSEC filing
2024-02-09Akre Capital ManagementBNBROOKFIELD CORPCL A LTD VT SHDecreased-0.5%6.09% +0.9 ppSEC filing
2024-02-09Akre Capital ManagementCSGPCOSTAR GROUP INCCOMUnchanged+0.1%5.34% +0.2 ppSEC filing
2024-02-09Akre Capital ManagementDHRDanaher Corp DelCOMUnchanged0.0%3.46% -0.6 ppSEC filing
2024-02-09Akre Capital ManagementCARMAX INCCARMAX INCCOMUnchanged-0.2%1.76% -0.0 ppSEC filing
2024-02-09Akre Capital ManagementBROOKFIELD ASSET MANAGMT LTDBROOKFIELD ASSET MANAGMT LTDCL A LMT VTG SHSUnchanged-0.2%1.17% +0.1 ppSEC filing
2024-02-09Akre Capital ManagementDIGITALBRIDGE GROUP INCDIGITALBRIDGE GROUP INCCL A NEWDecreased-1.0%0.65% -0.1 ppSEC filing
2024-02-09Akre Capital ManagementSBA COMMUNICATIONS CORP NEWSBA COMMUNICATIONS CORP NEWCL ANew—0.39% +0.4 ppSEC filing
2024-02-09Akre Capital ManagementGOOSEHEAD INS INCGOOSEHEAD INS INCCOM CL AUnchanged0.0%0.16% -0.0 ppSEC filing
2024-02-09Akre Capital ManagementBRK/BBERKSHIRE HATHAWAY INC DELCL B NEWDecreased-3.2%0.05% -0.0 ppSEC filing
2024-02-09Akre Capital ManagementVERISK ANALYTICS INCVERISK ANALYTICS INCCOMDecreased-7.0%0.03% -0.0 ppSEC filing
2024-02-09Akre Capital ManagementDOLLAR TREE INCDOLLAR TREE INCCOMDecreased-24.7%0.03% -0.0 ppSEC filing

Latest changes

↔ Scroll table

Portfolio history

Download full history CSV ↓
QuarterPositionsDisclosed long share value
2026 Q219$5.11B
2026 Q119$6.12B
2025 Q418$9.12B
2025 Q319$10.03B
2025 Q219$10.21B
2025 Q118$10.40B
2024 Q418$11.56B
2024 Q318$12.02B
2024 Q219$11.37B
2024 Q121$24.18B
2023 Q418$11.88B
2023 Q317$10.89B
2023 Q218$12.00B
2023 Q118$11.35B
2022 Q419$11.05B
2022 Q320$11.32B
2022 Q221$12.48B
2022 Q121$14.45B
2021 Q422$17.23B
2021 Q323$16.24B

Sources & reporting managers

AKRE CAPITAL MANAGEMENT LLC · SEC

Original filings & information tables

0001112520-24-000006

HOLDWISE LETTER · 2026 Q2

Quarterly holdings review

Shared holdings, position changes and the original filings.