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MIDDLEBURG, VA · CIK 0001112520
New positions
0
Added to
6
Trimmed
10
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $9.12B across 19 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). The top 10 positions account for 99.4% of the portfolio.
Top 19 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | $1.72B | 18.81% | -4.8% |
| 2 | BNBROOKFIELD CORP | $1.23B | 13.51% | +39.7% |
| 3 | KKRKKR & CO L P DEL | $1.03B | 11.33% | -7.0% |
| 4 | KKRKKR & CO L P DEL | $1.03B | 11.33% | -7.0% |
| 5 | VVISA INC | $938.72M | 10.29% | -10.0% |
| 6 | MCOMOODYS CORP | $886.44M | 9.72% | -18.1% |
| 7 | CSGPCOSTAR GROUP INC | $646.70M | 7.09% | +3.3% |
| 8 | ORLYOREILLY AUTOMOTIVE INC | $612.91M | 6.72% | -22.0% |
| 9 | ROPROPER TECHNOLOGIES INC | $491.94M | 5.39% | -4.5% |
| 10 | ABNBAIRBNB INC | $471.39M | 5.17% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| BNBROOKFIELD CORP | $1.23B | 26,843,633 | +39.7% |
| CSGPCOSTAR GROUP INC | $646.70M | 9,617,805 | +3.3% |
| FICOFAIR ISAAC CORP | $469.05M | 277,445 | +6.4% |
| CPRTCOPART INC | $308.03M | 7,867,967 | +85.7% |
| CCCCCC INTELLIGENT SOLUTIONS HL | $197.45M | 24,836,984 | +52.7% |
| GSHDGOOSEHEAD INS INC | $27.33M | 371,096 | +1.4% |
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