13F filing recap · Q2 2026

What did Akre Capital Management buy in Q2 2026?

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

Stock value

$5.11B

Positions

Estimated turnover

19.9%

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, Brookfield, Kkr & Co., and Visa, while adding to Costar Group and Servicenow. The firm substantially reduced O Reilly Automotive, Airbnb, and American Tower. It also made modest cuts to Moody’s, Fair Isaac, Roper Technologies, Copart, Ccc Intelligent Solutions, and Berkshire Hathaway.

Increased positions

CSGPCostar Group, Inc.$331.33Mreported value+1.35M shares+13.1%NOWServicenow, Inc.$123.71Mreported value+150.0K shares+13.7%

Reduced positions

MAMastercard Inc$1.02Breported value-291.2K shares-12.8%MCOMoody’s Corporation$523.98Mreported value-89.2K shares-7.2%BNBrookfield Corporation$516.19Mreported value-4.91M shares-28.8%KKRKkr & Co. Inc.$457.20Mreported value-1.74M shares