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Asset Manager ← All Institutions

AKRE CAPITAL MANAGEMENT LLC

Q4 2025 · Filed 2026-02-13

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Market Value

$8.1B

-9.1%

Holdings

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

96.1%

Turnover

5.6%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
CPRT	3.81%	2.14%	+1.67%	$308M
FICO	5.80%	4.39%	+1.41%	$469M
ABNB	5.83%	4.74%	+1.09%	$471M
MA	21.21%	20.17%	+1.04%	$1.7B
CCCS	2.44%	1.67%	+0.78%	$197M
BN	15.23%	14.81%	+0.42%	$1.2B
V	11.61%	11.41%	+0.20%	$939M
GSHD	0.34%	0.31%	+0.03%	$27M
SOPH	0.21%	0.20%	+0.02%	$17M

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
ORLY	7.58%	10.43%	-2.86%	$613M
DHR	0.20%	1.95%	-1.75%	$16M
CSGP	8.00%	8.82%	-0.83%	$647M
AMT	0.55%	0.96%	-0.40%	$45M
ROP	6.08%	6.48%	-0.40%	$492M
MCO	10.96%	11.35%	-0.39%	$886M
VRSK	0.00%	0.02%	-0.02%	$0
BRK-B	0.07%	0.08%	-0.01%	$6M
KMX	0.07%	0.08%	-0.00%	$6M

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Mega Cap	3	$2.7B	32.9%
Large Cap	11	$5.2B	64.0%
Mid Cap	2	$203M	2.5%
Small Cap	2	$45M	0.6%

Portfolio Analytics

Avg Market Cap

$155.9B

Median Market Cap

$54.5B

Avg P/E

34.5

Median P/E

29.7

Avg Dividend Yield

0.01%

Avg Beta

1.00

# Stocks

# ETFs / Funds

Top Holdings (18 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	MA	21.21%	3,005,280	$1.7B	$570.88	-$79M	-150,314	-4.8%
2	BN	15.23%	26,843,633	$1.2B	$45.89	-$86M	+7,627,692	+39.7%
3	V	11.61%	2,676,628	$939M	$350.71	-$76M	-297,132	-10.0%
4	MCO	10.96%	1,735,231	$886M	$510.85	-$123M	-383,718	-18.1%
5	CSGP	8.00%	9,617,805	$647M	$67.24	-$138M	+311,320	+3.4%
6	ORLY	7.58%	6,719,819	$613M	$91.21	-$316M	-1,892,609	-22.0%
7	ROP	6.08%	1,105,153	$492M	$445.13	-$85M	-51,520	-4.5%
8	ABNB	5.83%	3,473,243	$471M	$135.72	$50M	—	—
9	FICO	5.80%	277,445	$469M	$1,690.62	$79M	+16,596	+6.4%
10	CPRT	3.81%	7,867,967	$308M	$39.15	$118M	+3,631,207	+85.7%
11	CCCS	2.44%	24,836,984	$197M	$7.95	$49M	+8,566,856	+52.6%
12	AMT	0.55%	255,267	$45M	$175.57	-$40M	-187,576	-42.4%
13	GSHD	0.34%	371,096	$27M	$73.65	$84K	+4,971	+1.4%
14	SOPH	0.21%	3,719,140	$17M	$4.67	-$335K	—	—
15	DHR	0.20%	69,516	$16M	$228.92	-$158M	-805,315	-92.0%
16	BRK-B	0.07%	11,902	$6M	$502.65	-$1M	-2,083	-14.9%
17	KMX	0.07%	150,600	$6M	$38.64	-$938K	—	—
18	VRSK	—%	—	—	—	-$2M	-8,279	-100.0%	SOLD

Sold Out Positions

Symbol	Value	% Port
VRSK	—	—%

View SEC EDGAR Filings for AKRE CAPITAL MANAGEMENT LLC →