13F filing recap · Q1 2026

What did Akre Capital Management buy in Q1 2026?

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

Stock value

$6.12B

Positions

Estimated turnover

31.4%

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 opened new positions in Salesforce, Servicenow, and Perimeter Solutions, while exiting Carmax and Danaher Corporation entirely. The firm substantially trimmed Brookfield Corporation, Visa, O Reilly Automotive, Airbnb, and American Tower, and moderately reduced Mastercard, Kkr & Co., Moody’s, and Berkshire Hathaway. On the buying side, it added to Roper Technologies, Fair Isaac, Ccc Intelligent Solutions, and Goosehead Insurance, with slight increases in Costar Group and Copart.

New positions

CRMSalesforce, Inc.$133.99Mreported value+717.8K shares NOWServicenow, Inc.$114.60Mreported value+1.10M shares PRMPerimeter Solutions, Inc.$6.11Mreported value+250.0K shares

Increased positions

ROPRoper Technologies Inc$444.88Mreported value+152.1K shares+13.8%CSGPCostar Group, Inc.$417.45Mreported value+730.5K shares+7.6%FICOFair Isaac Corp$388.33Mreported value+86.3K shares+31.1%CPRTCopart, Inc.$265.56Mreported value+131.0K shares

Reduced positions

MAMastercard Inc$1.14Breported value-724.2K shares-24.1%BNBrookfield Corporation$689.09Mreported value-9.82M shares-36.6%KKRKkr & Co. Inc.$621.42Mreported value-1.39M shares-17.1%MCOMoody’s Corporation$543.62Mreported value-489.1K shares

Exited positions

DHRDanaher Corporation$15.91Mprior reported value-69.5K shares-100.0%KMXCarmax, Inc.$5.82Mprior reported value-150.6K shares-100.0%