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Chuck Akre · quarter digest

What Chuck Akre did in Q2 2025

Akre Capital Management filed 10 moves in Q2 2025: 2 new, 4 add, 4 trim, 0 exit.

13F filed 2025-08-14. Manager quality score: q9. Philosophy: The three-legged stool: great business, great management, great reinvestment.

New positions · 2

Fresh money

CPRTCOPART INC
NEW·0.6% book·+8
FICOFAIR ISAAC CORP
NEW·0.2% book·+32
Adds · 4

Adding to conviction

ORLYOREILLY AUTOMOTIVE INC
ADD +989%·8.3% book·+1
ABNBAIRBNB INC
ADD +19%·4.5% book·+1
ADD +8%·3.3% book·−4

Small META add — later reversed.

CCCSCCC INTELLIGENT SOLUTIONS HL
ADD +12%·1.4% book·−3
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Trims · 4

Taking chips off

AMTAMERICAN TOWER CORP NEW
TRIM -65%·2.0% book·−19
BRK.BBERKSHIRE HATHAWAY INC DEL
TRIM -8%·0.1% book·−1
CARGCARMAX INC
TRIM -27%·0.1% book·−15
VRSKVERISK ANALYTICS INC
TRIM -15%·0.0% book·−21
Current top holdings

Chuck Akre’s book, latest snapshot

#TickerWeight
1MA
Mastercard
17.8%
2V
Visa
14.2%
3MCO
Moody's
13.4%
4KKR
KKR & Co
8.9%
5CSGP
CoStar Group
6.8%
6META
Meta Platforms
3.1%
Other quarters for Chuck Akre

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.