Chuck Akre · quarter digest

What Chuck Akre did in Q2 2026

Akre Capital Management filed 12 moves in Q2 2026: 0 new, 2 add, 10 trim, 0 exit.

13F filed 2026-08-14. Manager quality score: q9. Philosophy: The three-legged stool: great business, great management, great reinvestment.

Adds · 2

Adding to conviction

CSGPCOSTAR GROUP INC

ADD +13%·6.5% book·−6

NOWSERVICENOW INC

ADD +14%·2.4% book·+8

Trims · 10

MAMASTERCARD INCORPORATED

TRIM -13%·20.0% book·0

MCOMOODYS CORP

TRIM -7%·10.2% book·+14

BNBROOKFIELD CORP

TRIM -29%·10.1% book·+11

KKRKKR & CO L P DEL

TRIM -26%·8.9% book·−13

ROPROPER TECHNOLOGIES INC

TRIM -6%·7.8% book·+8

VVISA INC

TRIM -32%·7.4% book·−15

ORLYOREILLY AUTOMOTIVE INC

TRIM -44%·3.9% book·−5

ABNBAIRBNB INC

TRIM -42%·3.3% book·−15

AMTAMERICAN TOWER CORP NEW

TRIM -42%·0.1% book·−23

BRK.BBERKSHIRE HATHAWAY INC DEL

TRIM -21%·0.1% book·−1

Current top holdings

#	Ticker	Weight	Conviction
1	MA Mastercard	17.8%	0
2	V Visa	14.2%	−15
3	MCO Moody's	13.4%	+14
4	KKR KKR & Co	8.9%	−13
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.