The Analysis of AKRE CAPITAL MANAGEMENT LLC's Holdings


Currently, AKRE CAPITAL MANAGEMENT LLC holds 18 types of securities in its portfolio with a total value $9.1B. In the most recent quarter, they have increased their positions in BN (+7.6M shares, valued at $350.0M), CPRT (+3.6M shares, valued at $142.2M), CCC (+8.6M shares, valued at $68.1M); decreased their positions in MCO (-383.7K shares, valued at $196.0M), DHR (-805.3K shares, valued at $184.4M), ORLY (-1.9M shares, valued at $172.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MA MASTERCARD INCORPORATED3.0M shares-4.76%2025-12-312026-02-13history
BN BROOKFIELD CORP26.8M shares39.69%2025-12-312026-02-13history
KKR & CO L P DEL KKR & CO L P DEL8.1M shares-6.97%2025-12-312026-02-13history
V VISA INC2.7M shares-9.99%2025-12-312026-02-13history
MCO MOODYS CORP1.7M shares-18.11%2025-12-312026-02-13history
CSGP COSTAR GROUP INC9.6M shares3.35%2025-12-312026-02-13history
ORLY OREILLY AUTOMOTIVE INC6.7M shares-21.98%2025-12-312026-02-13history
ROP ROPER TECHNOLOGIES INC1.1M shares-4.45%2025-12-312026-02-13history
Sponsored
ABNB AIRBNB INC3.5M shares0.00%2025-12-312026-02-13history
FICO FAIR ISAAC CORP277.4K shares6.36%2025-12-312026-02-13history
CPRT COPART INC7.9M shares85.71%2025-12-312026-02-13history
CCC CCC INTELLIGENT SOLUTIONS HL24.8M shares52.65%2025-12-312026-02-13history
AMT AMERICAN TOWER CORP NEW255.3K shares-42.36%2025-12-312026-02-13history
GSHD GOOSEHEAD INS INC371.1K shares1.36%2025-12-312026-02-13history
SOPH SOPHIA GENETICS SA3.7M shares0.00%2025-12-312026-02-13history
DHR DANAHER CORPORATION69.5K shares-92.05%2025-12-312026-02-13history
Sponsored
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.9K shares-14.89%2025-12-312026-02-13history
KMX CARMAX INC150.6K shares0.00%2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available