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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Akre Capital Management
Value
$9.1B
Stocks
19 Stocks (1 new)
Turnover
10.0%
Top Holdings
MA(20.40%) MCO(10.46%) BN(10.30%) KKR(9.13%) FICO(8.63%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| MA | None | Mastercard Incorporated | Financials | $1022.0M | 0 | 20.4% | 0 | No Change |
| MCO | None | Moody's Corporation | Financials | $524.0M | 0 | 10.5% | 0 | No Change |
| BN | None | Brookfield Corporation | Financials | $516.2M | 0 | 10.3% | 0 | +100.0% |
| KKR | None | KKR & Co. Inc. | Financials | $457.2M | 0 | 9.1% | 0 | No Change |
| FICO | None | Fair Isaac Corporation | Information Technology | $432.3M | 0 | 8.6% | 0 | No Change |
| ROP | None | Roper Technologies, Inc. | Information Technology | $398.1M | 0 | 8.0% | 0 | No Change |
| V | None | Visa Inc. | Financials | $381.1M | 0 | 7.6% | 0 | No Change |
| CSGP | None | CoStar Group | Real Estate | $331.3M | 0 | 6.6% | 0 | No Change |
| CPRT | None | Copart | Industrials | $225.1M | 0 | 4.5% | 0 | No Change |
| ORLY | None | O'Reilly Automotive, Inc. | Consumer Discretionary | $199.1M | 0 | 4.0% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| BNBrookfield Corporation | $516.2M | +100.0% | 10.3% | New |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| BN.TOBrookfield Corporation | $516.2M | -100.0% | 0.0% | Sold Out |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Financials | 6 | $2922.0M | 58.3% |
| Information Technology | 5 | $1123.9M | 22.4% |
| Consumer Discretionary | 2 | $368.5M | 7.3% |
| Real Estate | 2 | $336.1M | 6.7% |
| Industrials | 1 | $225.1M | 4.5% |
| General | 2 | $25.6M | 0.5% |
| Materials | 1 | $8.9M | 0.2% |