13F filing recap · Q4 2024

What did Akre Capital Management buy in Q4 2024?

Reported stock-position changes between this filing and the previous one.

Stock value

$11.56B

Positions

Estimated turnover

5.4%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

Akre Capital Management trimmed Mastercard, Kkr & Co., Moody’s, O Reilly Automotive, American Tower, and Roper Technologies, while adding slightly to Brookfield Corporation and Costar Group. The firm substantially reduced its positions in Carmax and Digitalbridge Group, and modestly trimmed Verisk Analytics.

Increased positions

BNBrookfield Corporation$1.09Breported value+30.7K shares+0.2%CSGPCostar Group, Inc.$666.78Mreported value+379.8K shares+4.3%

Reduced positions

MAMastercard Inc$1.95Breported value-216.9K shares-5.5%KKRKkr & Co. Inc.$1.52Breported value-1.11M shares-9.7%MCOMoody’s Corporation$1.46Breported value-284.0K shares-8.4%ORLYO Reilly Automotive Inc$1.06Breported value-23.8K shares