13F filing recap · Q4 2025

What did Akre Capital Management buy in Q4 2025?

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

Stock value

$9.12B

Positions

Estimated turnover

15.6%

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 exited Verisk Analytics and substantially added to Brookfield Corporation, Copart, and CCC Intelligent Solutions Holdings. The firm also trimmed Moody’s and O’Reilly Automotive, while making slight reductions in Mastercard, KKR, and Visa.

Increased positions

BNBrookfield Corporation$1.23Breported value+7.63M shares+39.7%CSGPCostar Group, Inc.$646.70Mreported value+311.3K shares+3.3%FICOFair Isaac Corp$469.05Mreported value+16.6K shares+6.4%CPRTCopart, Inc.$308.03Mreported value+3.63M shares+85.7%CCCCcc Intelligent Solutions Holdings Inc.$197.45Mreported value+8.57M shares+52.7%GSHDGoosehead Insurance, Inc.$27.33Mreported value+5.0K shares+1.4%

Reduced positions

MAMastercard Inc$1.72Breported value-150.3K shares-4.8%KKRKkr & Co. Inc.$1.03Breported value-607.2K shares-7.0%VVisa Inc.$938.72Mreported value-297.1K shares-10.0%MCOMoody’s Corporation$886.44Mreported value-383.7K shares

Exited positions

VRSKVerisk Analytics, Inc.$2.08Mprior reported value-8.3K shares-100.0%