Buyside Digest

Chuck Akre

Akre Capital Management

Value

9.1B

Stocks

18 Stocks (0 new)

Turnover

0.02%

CIK

1112520

Top Holdings

MA(18.81%) BN(13.51%) KKR(11.33%) V(10.29%) MCO(9.72%)

About Investor

Established investor leading Akre Capital Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.

Ticker	Put/Call	Company Name	Industry	Value	Shares	Weighting %	Share Change	Change in Share %	Market Cap
MA	-	MASTERCARD INCORPORATED	Financials	1,715.65M	3,005,280	18.81%	-150,314	-4.76%	473,349M
BN	-	BROOKFIELD CORP	Financials	1,231.85M	26,843,633	13.51%	7,627,692	39.69%	106,643M
KKR	-	KKR & CO L P DEL	Financials	1,033.36M	8,106,049	11.33%	-607,215	-6.97%	95,806M
V	-	VISA INC	Financials	938.72M	2,676,628	10.29%	-297,132	-9.99%	620,675M
MCO	-	MOODYS CORP	Financials	886.44M	1,735,231	9.72%	-383,718	-18.11%	80,408M
CSGP	-	COSTAR GROUP INC	Real Estate	646.70M	9,617,805	7.09%	311,320	3.35%	20,677M
ORLY	-	OREILLY AUTOMOTIVE INC	Consumer Discretionary	612.91M	6,719,819	6.72%	-1,892,609	-21.98%	78,080M
ROP	-	ROPER TECHNOLOGIES INC	Information Technology	491.94M	1,105,153	5.39%	-51,520	-4.45%	35,094M
ABNB	-	AIRBNB INC	Consumer Discretionary	471.39M	3,473,243	5.17%	0	-	74,307M
FICO	-	FAIR ISAAC CORP	Information Technology	469.05M	277,445	5.14%	16,596	6.36%	32,381M
CPRT	-	COPART INC	Industrials	308.03M	7,867,967	3.38%	3,631,207	85.71%	36,199M
CCC	-	CCC INTELLIGENT SOLUTIONS HL	Information Technology	197.45M	24,836,984	2.16%	8,566,856	52.65%	3,334M
AMT	-	AMERICAN TOWER CORP NEW	Real Estate	44.82M	255,267	0.49%	-187,576	-42.36%	87,317M
GSHD	-	GOOSEHEAD INS INC	Financials	27.33M	371,096	0.30%	4,971	1.36%	1,799M
SOPH	-	SOPHIA GENETICS SA	Health Care	17.37M	3,719,140	0.19%	0	-	328M
DHR	-	DANAHER CORPORATION	Health Care	15.91M	69,516	0.17%	-805,315	-92.05%	147,375M
BRK.B	-	BERKSHIRE HATHAWAY INC DEL	Financials	5.98M	11,902	0.07%	-2,083	-14.89%	1,076,834M
KMX	-	CARMAX INC	Consumer Discretionary	5.82M	150,600	0.06%	0	-	6,730M

Chuck Akre

About Investor

Investor Philosophy

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