Growth managerMiddleburg13F filer since 2001

Akre Capital Management

Founded by Chuck Akre

13F portfolio value$5.1BQ2 2026 · down 16% vs Q1

Positions190 new · 0 sold out

Top 10 weight88%of portfolio value

Turnover10%vs Q1

Largest holdingMA20.0% of portfolio

Last filingAug 14for Q2 2026

What changed in Q2 2026

Automated summary of the 13F · filed Aug 14, 2026

Added to CSGP (+13% shares) and NOW (+14% shares).

Biggest cut: BN (−29% of shares).

Since the quarter ended, the top 10 holdings on Markets are up about 26.4% on average, led by MA and V.

Holdings · Q2 2026

1MAMastercard20.0%$1.02B2.0MTrimmed −13%+28.5%—

2MCOMoodys10.3%$524M1.2MTrimmed −7%——

3BNBrookfield10.1%$516M12.1MTrimmed −29%——

4KKRKKR & CO L P9.0%$457M5.0MTrimmed −26%——

5FICOFair Isaac8.5%$432M362KTrimmed −1%——

6ROPRoper Technologies7.8%$398M1.2MTrimmed −6%——

7VVisa Inc.7.5%$381M1.1MTrimmed −32%+24.2%—

8CSGPCostar6.5%$331M11.7MAdded +13%——

9CPRTCopart4.4%$225M8.0MNo change——

10ORLYOreilly Automotive3.9%$199M2.2MTrimmed −44%——

Sector allocation

Financials28%+0.7 ptTechnology2%0.0 ptOther70%−0.8 pt

Change shown in percentage points vs Q1. Holdings outside Markets’ coverage count as Other.

Reported portfolio value

$12.0B

$11.6B

$10.4B

$10.2B

$10.0B

$9.1B

$6.1B

$5.1B

Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26

13F market value at each quarter end, US long positions only.

Not investment advice. From SEC Form 13F filings (SEC EDGAR 13F). Following an investor alerts you when their next filing lands; it does not copy trades.