Akre Capital
Fund · from public filings
The fund Chuck Akre founded. Few positions, held for years.
Reported
$5.1B
Filed
Aug 14, 2026
A filing shows what was held on Jun 30, 2026, not when it was bought or at what price. Changes are measured from the day the filing became public. See the filing
What changed
BROOKFIELD CORP
10.1% of the portfolio · 17.0M → 12.1M shares · made public Aug 14, 2026 · $43.85 that day
KKR & CO INC
8.9% of the portfolio · 6.7M → 5.0M shares · made public Aug 14, 2026 · $114.01 that day
VISA INC-CLASS A SHARES
7.4% of the portfolio · 1.6M → 1.1M shares · made public Aug 14, 2026 · $364.15 that day
O'REILLY AUTOMOTIVE INC
3.9% of the portfolio · 3.9M → 2.2M shares · made public Aug 14, 2026 · $91.05 that day
AIRBNB INC-CLASS A
3.3% of the portfolio · 2.0M → 1.2M shares · made public Aug 14, 2026 · $184.06 that day
Largest holdings
MASTERCARD INC - A
19.9%
$1B · 2.0M sh
MOODY'S CORP
10.2%
$524M · 1.2M sh
BROOKFIELD CORP
10.1%
$516M · 12.1M sh
KKR & CO INC
8.9%
$457M · 5.0M sh
FAIR ISAAC CORP
8.4%
$432M · 362K sh
ROPER TECHNOLOGIES INC
7.8%
$398M · 1.2M sh
VISA INC-CLASS A SHARES
7.4%
$381M · 1.1M sh
COSTAR GROUP INC
6.5%
$331M · 11.7M sh
COPART INC
4.4%
$225M · 8.0M sh
O'REILLY AUTOMOTIVE INC
3.9%
$199M · 2.2M sh
AIRBNB INC-CLASS A
3.3%
$169M · 1.2M sh
CCC INTELLIGENT SOLUTIONS HO
3.0%
$154M · 29.9M sh
SERVICENOW INC
2.4%
$124M · 1.2M sh
SALESFORCE INC
2.2%
$112M · 718K sh
GOOSEHEAD INSURANCE INC -A
0.4%
$22M · 443K sh
SALESFORCE INC
0.3%
$16M · 100K sh
PERIMETER SOLUTIONS INC
0.2%
$8.9M · 250K sh
AMERICAN TOWER CORP
0.1%
$4.8M · 29K sh
BERKSHIRE HATHAWAY INC-CL B
0.1%
$4.1M · 8K sh
Opinions shared on SoFo are not investment advice. From filings with the US Securities and Exchange Commission and the Clerk of the US House of Representatives. Filings arrive weeks after the trades they report.