13F filing recap · Q3 2025

What did Akre Capital Management buy in Q3 2025?

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

Stock value

$10.03B

Positions

Estimated turnover

12.6%

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 several positions, including Mastercard, Visa, Moody’s, and O’Reilly Automotive. It also reduced Roper Technologies, Danaher, and American Tower. The firm dramatically increased its stakes in Fair Isaac and Copart, and added to CCC Intelligent Solutions.

Increased positions

FICOFair Isaac Corp$390.37Mreported value+251.7K shares+2751.4%CPRTCopart, Inc.$190.53Mreported value+3.04M shares+253.1%CCCCcc Intelligent Solutions Holdings Inc.$148.22Mreported value+1.50M shares+10.2%

Reduced positions

MAMastercard Inc$1.79Breported value-139.7K shares-4.2%BNBrookfield Corporation$1.32Breported value-3.3K shares-0.0%KKRKkr & Co. Inc.$1.13Breported value-134.3K shares-1.5%VVisa Inc.$1.02Breported value-201.5K shares