Chuck Akre's portfolio — Akre Capital Management

Holds a small group of high-return 'compounding machine' businesses for the long term.

Akre Capital Management's 13F filing for Q2 2026 lists 19 stocks worth $5.12B, led by MA, MCO, BN. That quarter it opened 0 new positions, added to 2, reduced 11 and sold out of 0.

Top holdings, Q2 2026

1. MA MASTERCARD INCORPORATED — $1.02B (20.0% of the portfolio)
2. MCO MOODYS CORP — $524M (10.2% of the portfolio)
3. BN Brookfield Corp — $516M (10.1% of the portfolio)
4. KKR KKR & CO INC — $457M (8.9% of the portfolio)
5. FICO FAIR ISAAC CORP — $432M (8.4% of the portfolio)
6. ROP ROPER TECHNOLOGIES INC — $398M (7.8% of the portfolio)
7. V Visa Inc — $381M (7.4% of the portfolio)
8. CSGP COSTAR GROUP INC — $331M (6.5% of the portfolio)
9. CPRT COPART INC — $225M (4.4% of the portfolio)
10. ORLY OREILLY AUTOMOTIVE INC — $199M (3.9% of the portfolio)

Every position in Akre Capital Management's 13F filing · All famous investors · What they hold in common