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Akre Capital Management (Akre)

CIK: 0001112520 · Filing period: 2025-12-31

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Trust Weight

Positions

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Increasing

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Top 10 positions (% of portfolio)

Sector breakdown

All Holdings

18 positions, sorted by portfolio weight

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#	Company	Ticker	Sector	% of Portfolio	Activity	Change
1	MASTERCARD INCORPORATED	MA	Technology	18.8%	▼ Decreasing	-5%
2	BROOKFIELD CORP	BN	Financials	13.5%	▲ Increasing	+40%
3	KKR & CO L P DEL	—	Other	11.3%	▼ Decreasing	-7%
4	VISA INC	V	Technology	10.3%	▼ Decreasing	-10%
5	MOODYS CORP	MCO	Financials	9.7%	▼ Decreasing	-18%
6	COSTAR GROUP INC	COYA	Healthcare	7.1%	▲ Increasing	+3%
7	OREILLY AUTOMOTIVE INC	—	Other	6.7%	▼ Decreasing	-22%
8	ROPER TECHNOLOGIES INC	—	Other	5.4%	▼ Decreasing	-4%
9	AIRBNB INC	ABNB	Other	5.2%	— Unchanged	—
10	FAIR ISAAC CORP	—	Other	5.1%	▲ Increasing	+6%
11	COPART INC	—	Other	3.4%	▲ Increasing	+86%
12	CCC INTELLIGENT SOLUTIONS HL	—	Other	2.2%	▲ Increasing	+53%
13	AMERICAN TOWER CORP NEW	AMT	Other	0.5%	▼ Decreasing	-42%
14	GOOSEHEAD INS INC	—	Other	0.3%	— Unchanged	+1%
15	SOPHIA GENETICS SA	—	Other	0.2%	— Unchanged	—
16	DANAHER CORPORATION	DHR	Industrials	0.2%	▼ Decreasing	-92%
17	BERKSHIRE HATHAWAY INC DEL	BRK-B	Other	0.1%	▼ Decreasing	-15%
18	CARMAX INC	—	Other	0.1%	— Unchanged	—

#1 MASTERCARD INCORPORATED 18.8%

MA · Technology ▼ Decreasing -5%

#2 BROOKFIELD CORP 13.5%

BN · Financials ▲ Increasing +40%

#3 KKR & CO L P DEL 11.3%

Other ▼ Decreasing -7%

#4 VISA INC 10.3%

V · Technology ▼ Decreasing -10%

#5 MOODYS CORP 9.7%

MCO · Financials ▼ Decreasing -18%

#6 COSTAR GROUP INC 7.1%

COYA · Healthcare ▲ Increasing +3%

#7 OREILLY AUTOMOTIVE INC 6.7%

Other ▼ Decreasing -22%

#8 ROPER TECHNOLOGIES INC 5.4%

Other ▼ Decreasing -4%

#9 AIRBNB INC 5.2%

ABNB · Other — Unchanged

#10 FAIR ISAAC CORP 5.1%

Other ▲ Increasing +6%

#11 COPART INC 3.4%

Other ▲ Increasing +86%

#12 CCC INTELLIGENT SOLUTIONS HL 2.2%

Other ▲ Increasing +53%

#13 AMERICAN TOWER CORP NEW 0.5%

AMT · Other ▼ Decreasing -42%

#14 GOOSEHEAD INS INC 0.3%

Other — Unchanged

#15 SOPHIA GENETICS SA 0.2%

Other — Unchanged

#16 DANAHER CORPORATION 0.2%

DHR · Industrials ▼ Decreasing -92%

#17 BERKSHIRE HATHAWAY INC DEL 0.1%

BRK-B · Other ▼ Decreasing -15%

#18 CARMAX INC 0.1%

Other — Unchanged

⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Akre Capital Management (Akre), delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.

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