Chuck Akre · quarter digest

What Chuck Akre did in Q2 2025

Akre Capital Management filed 6 moves in Q2 2025: 0 new, 2 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.

Adds · 2

Adding to conviction

ABNBAIRBNB INC

ADD +19%·4.5% book·+2

AMTAMERICAN TOWER CORP NEW

TRIM -65%·2.0% book·−9

BRK.BBERKSHIRE HATHAWAY INC DEL

TRIM -8%·0.1% book·+2

CARGCARMAX INC

TRIM -27%·0.1% book·−2

VRSKVERISK ANALYTICS INC

TRIM -15%·0.0% book·−15

Current top holdings

#	Ticker	Weight	Conviction
1	MA Mastercard	17.8%	+17
2	V Visa	14.2%	+8
3	MCO Moody's	13.4%	+15
4	KKR KKR & Co	8.9%	+9
5	CSGP CoStar Group	6.8%	0
6	META Meta Platforms	3.1%	+5

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