Chuck Akre · quarter digest

What Chuck Akre did in Q4 2025

Akre Capital Management filed 14 moves in Q4 2025: 0 new, 5 add, 8 trim, 1 exit.

13F filed 2026-02-14. Manager quality score: q9. Philosophy: The three-legged stool: great business, great management, great reinvestment.

Adds · 5

Adding to conviction

ADD +4%·17.8% book·0

“Adding to Mastercard — long-time core.”

BNBROOKFIELD CORP

ADD +40%·13.5% book·+12

FICOFAIR ISAAC CORP

ADD +6%·5.1% book·+31

CPRTCOPART INC

ADD +86%·3.4% book·+6

CCCSCCC INTELLIGENT SOLUTIONS HL

ADD +53%·2.2% book·+3

Trims · 8

KKRKKR & CO L P DEL

TRIM -7%·11.3% book·−12

VVISA INC

TRIM -10%·10.3% book·−14

MCOMOODYS CORP

TRIM -18%·9.7% book·+16

ORLYOREILLY AUTOMOTIVE INC

TRIM -22%·6.7% book·−5

VRSKVERISK ANALYTICS INC

EXIT·0.0% book·−16

Current top holdings

#	Ticker	Weight	Conviction
1	MA Mastercard	17.8%	0
2	V Visa	14.2%	−14
3	MCO Moody's	13.4%	+16
4	KKR KKR & Co	8.9%	−12
5	CSGP CoStar Group	6.8%	−6
6	META Meta Platforms	3.1%	+3

Other quarters for Chuck Akre

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