Akre Capital Management

Akre Capital Management

13F
Akre Capital Management, LLC
Last update 2026-08-14 20 Stocks (0 new)
Value $5.12 Bil Turnover 1 %
Countries:

Akre Capital Management Profile

Founded in 1989, Akre Capital Management, LLC, is an asset management firm located in Middleburg, Virginia, with investments in private funds, mutual fund (the Akre Focus Fund), and separately managed account assets.
John Neff is CEO and CIO of Akre Capital Management and has served as Portfolio Manager of the Akre Focus Fund since August 2014. Prior to joining Akre Capital Management in 2009, he worked ten years at William Blair & Company in the firm’s equity research department, the last seven years as a Senior Analyst. John worked at First Chicago NBD Corporation from 1996 to 1999 after beginning his career in the securities industry at Merrill Lynch in 1994. John received his M.B.A. from the University of Chicago in 1999 and holds a B.A. in English from Colgate University.

Akre Capital Management Investing Philosophy

Akre Capital Management invests in a small number of what it believes to be extraordinary businesses that are run by talented and honest managers who wisely reinvest free cash flow. The firm calls this intuitive, enduring approach its “three-legged stool.” Akre Capital Management's investment objective is to compound the firm's investors' capital at above-average rates of return over extended periods of time, while incurring a below-average level of risk. Working side by side on investments with CIO, John Neff, are Andrew Millette and Trey Tickner.

Akre Capital Management Portfolio and Latest Trades

Type:

* When viewing the latest picks, trades are first grouped by date (with the most recent shown first) and then sorted within each date group based on the selected field.

* The transaction information on this page (share changes) is calculated by comparing the latest transaction with the most recent filing—13F, 13D/G, or Form 4—whichever is filed most recently. This may differ from the values shown on the Insider page.

Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BN
Brookfield Corp
2026-06-30
Reduce
Reduce
-3.24%
40.47 ($44.65) 47.53
$41.69
-6.63%
Reduce -28.82%
12,119,927
-4,907,150
KKR
KKR & Co Inc
2026-06-30
Reduce
Reduce
-2.62%
88.94 ($96.91) 105.92
$108.48
11.94%
Reduce -25.85%
4,981,486
-1,736,592
ORLY
O'Reilly Automotive Inc
2026-06-30
Reduce
Reduce
-2.60%
85.63 ($91.24) 99.4
$89.11
-2.33%
Reduce -44.37%
2,161,818
-1,723,995
V
Visa Inc
2026-06-30
Reduce
Reduce
-2.60%
298.51 ($320.75) 343.09
$371.04
15.68%
Reduce -32.21%
1,110,881
-527,917
MA
Mastercard Inc
2026-06-30
Reduce
Reduce
-2.37%
471.55 ($498.64) 525.23
$580.63
16.44%
Reduce -12.77%
1,989,906
-291,200
ABNB
Airbnb Inc
2026-06-30
Reduce
Reduce
-1.75%
124.95 ($136.24) 147.17
$187.30
37.48%
Reduce -41.82%
1,183,749
-850,724
CSGP
CoStar Group Inc
2026-06-30
Add
Add
+0.75%
28.32 ($34.49) 41.18
$32.26
-6.47%
Add 13.06%
11,699,396
1,351,123
MCO
Moodys Corp
2026-06-30
Reduce
Reduce
-0.63%
427.41 ($448.9) 468.41
$503.32
12.12%
Reduce -7.16%
1,156,893
-89,221
ROP
Roper Technologies Inc
2026-06-30
Reduce
Reduce
-0.47%
316.25 ($341.24) 364.73
$411.79
20.67%
Reduce -6.42%
1,176,562
-80,670
NOW
ServiceNow Inc
2026-06-30
Add
Add
+0.29%
83 ($99.1) 135.86
$128.48
29.65%
Add 13.68%
1,246,099
150,000
CCC
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
2026-06-30
Reduce
Reduce
-0.16%
4.22 ($4.96) 6.11
$7.46
50.40%
Reduce -5.25%
29,858,935
-1,654,135
AMT
American Tower Corp
2026-06-30
Reduce
Reduce
-0.06%
163.57 ($179.89) 194.12
$175.80
-2.27%
Reduce -42.38%
29,254
-21,518
FICO
Fair Isaac Corp
2026-06-30
Reduce
Reduce
-0.03%
922.37 ($1119.33) 1296.36
$1,172.67
4.77%
Reduce -0.53%
361,826
-1,939
BRK.B
Berkshire Hathaway Inc
2026-06-30
Reduce
Reduce
-0.02%
465.4 ($480.73) 500.39
$495.82
3.14%
Reduce -20.84%
8,184
-2,155
CPRT
Copart Inc
2026-06-30
Reduce
Reduce
-0.01%
28.1 ($32.31) 34.4
$33.80
4.61%
Reduce -0.16%
7,985,808
-13,130
BN
Brookfield Corp
2026-03-31
Reduce
Reduce
-4.94%
38.26 ($44.32) 49.17
$41.69
-5.93%
Reduce -36.57%
17,027,077
-9,816,556
MA
Mastercard Inc
2026-03-31
Reduce
Reduce
-4.53%
484.24 ($526.66) 580.34
$580.63
10.25%
Reduce -24.1%
2,281,106
-724,174
V
Visa Inc
2026-03-31
Reduce
Reduce
-3.99%
295.52 ($321.55) 357.56
$371.04
15.39%
Reduce -38.77%
1,638,798
-1,037,830
ORLY
O'Reilly Automotive Inc
2026-03-31
Reduce
Reduce
-2.83%
87.3 ($93.79) 101.37
$89.11
-4.99%
Reduce -42.17%
3,885,813
-2,834,006
MCO
Moodys Corp
2026-03-31
Reduce
Reduce
-2.74%
412.23 ($473.05) 539.61
$503.32
6.40%
Reduce -28.19%
1,246,114
-489,117
CRM
Salesforce Inc
2026-03-31
New Buy
New Buy
+2.18%
178.16 ($207.19) 266.12
$209.17
0.96%
New holding
717,799
717,799
ABNB
Airbnb Inc
2026-03-31
Reduce
Reduce
-2.14%
115.96 ($130.05) 140.07
$187.30
44.02%
Reduce -41.42%
2,034,473
-1,438,770
KKR
KKR & Co Inc
2026-03-31
Reduce
Reduce
-1.94%
83.88 ($105.41) 135.82
$108.48
2.91%
Reduce -17.12%
6,718,078
-1,387,971
NOW
ServiceNow Inc
2026-03-31
New Buy
New Buy
+1.87%
99.41 ($117.65) 150.9
$128.48
9.21%
New holding
1,096,099
1,096,099
FICO
Fair Isaac Corp
2026-03-31
Add
Add
+1.50%
995 ($1371.63) 1665.53
$1,172.67
-14.51%
Add 31.11%
363,765
86,320
ROP
Roper Technologies Inc
2026-03-31
Add
Add
+0.88%
315.53 ($368.91) 437.6
$411.79
11.62%
Add 13.76%
1,257,232
152,079
CCC
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
2026-03-31
Add
Add
+0.65%
4.87 ($6.55) 8.55
$7.46
13.89%
Add 26.88%
31,513,070
6,676,086
CSGP
CoStar Group Inc
2026-03-31
Add
Add
+0.48%
39.77 ($52.06) 67.2
$32.26
-38.03%
Add 7.59%
10,348,273
730,468
AMT
American Tower Corp
2026-03-31
Reduce
Reduce
-0.39%
167.27 ($179.93) 193.09
$175.80
-2.30%
Reduce -80.11%
50,772
-204,495
DHR
Danaher Corp
2026-03-31
Sold Out
Sold Out
-0.17%
181.52 ($212.96) 242.05
$218.85
2.77%
Sold Out
0
-69,516
PRM
Perimeter Solutions Inc
2026-03-31
New Buy
New Buy
+0.10%
20.69 ($25.52) 29.64
$31.44
23.20%
New holding
250,000
250,000
CPRT
Copart Inc
2026-03-31
Add
Add
+0.07%
32.43 ($37.57) 41.54
$33.80
-10.03%
Add 1.66%
7,998,938
130,971
KMX
CarMax Inc
2026-03-31
Sold Out
Sold Out
-0.06%
39.29 ($43.78) 48.83
$62.13
41.91%
Sold Out
0
-150,600
GSHD
Goosehead Insurance Inc
2026-03-31
Add
Add
+0.05%
41.1 ($55.93) 74.88
$72.47
29.57%
Add 19.48%
443,385
72,289
BRK.B
Berkshire Hathaway Inc
2026-03-31
Reduce
Reduce
-0.01%
468.49 ($490.9) 508.09
$495.82
1.00%
Reduce -13.13%
10,339
-1,563
ORLY
O'Reilly Automotive Inc
2025-12-31
Reduce
Reduce
-2.03%
91 ($97.57) 104.97
$89.11
-8.67%
Reduce -21.98%
6,719,819
-1,892,609
MCO
Moodys Corp
2025-12-31
Reduce
Reduce
-1.82%
468.56 ($488.03) 520.04
$503.32
3.13%
Reduce -18.11%
1,735,231
-383,718
DHR
Danaher Corp
2025-12-31
Reduce
Reduce
-1.59%
202.46 ($219.94) 232.37
$218.85
-0.50%
Reduce -92.05%
69,516
-805,315
CPRT
Copart Inc
2025-12-31
Add
Add
+1.56%
38.41 ($41.41) 45.76
$33.80
-18.38%
Add 85.71%
7,867,967
3,631,207
V
Visa Inc
2025-12-31
Reduce
Reduce
-1.01%
321.18 ($340.58) 355.14
$371.04
8.94%
Reduce -9.99%
2,676,628
-297,132
BN
Brookfield Corp
2025-12-31
Reduce
Reduce
-0.90%
43 ($45.6) 47.48
$41.69
-8.57%
Reduce -6.87%
26,843,633
-1,980,279
MA
Mastercard Inc
2025-12-31
Reduce
Reduce
-0.85%
527.58 ($558.79) 580.45
$580.63
3.91%
Reduce -4.76%
3,005,280
-150,314
KKR
KKR & Co Inc
2025-12-31
Reduce
Reduce
-0.79%
114.02 ($124.33) 142.77
$108.48
-12.75%
Reduce -6.97%
8,106,049
-607,215
CCC
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
2025-12-31
Add
Add
+0.75%
7.02 ($8.12) 9.49
$7.46
-8.13%
Add 52.65%
24,836,984
8,566,856
AMT
American Tower Corp
2025-12-31
Reduce
Reduce
-0.36%
172.41 ($181.79) 193.08
$175.80
-3.30%
Reduce -42.36%
255,267
-187,576
FICO
Fair Isaac Corp
2025-12-31
Add
Add
+0.31%
1565.83 ($1724.69) 1879.55
$1,172.67
-32.01%
Add 6.36%
277,445
16,596
ROP
Roper Technologies Inc
2025-12-31
Reduce
Reduce
-0.26%
439.64 ($462.58) 520
$411.79
-10.98%
Reduce -4.45%
1,105,153
-51,520
CSGP
CoStar Group Inc
2025-12-31
Add
Add
+0.23%
63.62 ($70.63) 84.8
$32.26
-54.33%
Add 3.35%
9,617,805
311,320
VRSK
Verisk Analytics Inc
2025-12-31
Sold Out
Sold Out
-0.02%
208 ($225.29) 249.04
$187.49
-16.78%
Sold Out
0
-8,279
BRK.B
Berkshire Hathaway Inc
2025-12-31
Reduce
Reduce
-0.01%
475.68 ($497.52) 513.81
$495.82
-0.34%
Reduce -14.89%
11,902
-2,083
GSHD
Goosehead Insurance Inc
2025-12-31
Add
Add
0%
65.2 ($71.24) 78.37
$72.47
1.73%
Add 1.36%
371,096
4,971
FICO
Fair Isaac Corp
2025-09-30
Add
Add
+3.75%
1311.26 ($1503.82) 1869.83
$1,172.67
-22.02%
Add 2751.43%
260,849
251,701
DHR
Danaher Corp
2025-09-30
Reduce
Reduce
-1.74%
181.46 ($198.98) 212.2
$218.85
9.99%
Reduce -50.72%
874,831
-900,569
DHR
Danaher Corp
2025-09-30
Reduce
Reduce
-1.74%
181.46 ($198.98) 212.2
$218.85
9.99%
Reduce -50.72%
874,831
-900,569
ROP
Roper Technologies Inc
2025-09-30
Reduce
Reduce
-1.57%
495.03 ($533.39) 573
$411.79
-22.80%
Reduce -19.65%
1,156,673
-282,795
CPRT
Copart Inc
2025-09-30
Add
Add
+1.36%
44.6 ($47.13) 49.97
$33.80
-28.28%
Add 253.06%
4,236,760
3,036,760
AMT
American Tower Corp
2025-09-30
Reduce
Reduce
-1.02%
192.32 ($208.34) 232.35
$175.80
-15.62%
Reduce -51.62%
442,843
-472,406
MCO
Moodys Corp
2025-09-30
Reduce
Reduce
-0.92%
472.69 ($504.09) 521.32
$503.32
-0.15%
Reduce -8.09%
2,118,949
-186,475
MA
Mastercard Inc
2025-09-30
Reduce
Reduce
-0.77%
550.18 ($574.29) 598.96
$580.63
1.10%
Reduce -4.24%
3,155,594
-139,692
ORLY
O'Reilly Automotive Inc
2025-09-30
Reduce
Reduce
-0.70%
89.32 ($100.52) 107.82
$89.11
-11.35%
Reduce -8.48%
8,612,428
-798,286
V
Visa Inc
2025-09-30
Reduce
Reduce
-0.70%
332.09 ($346.1) 358.86
$371.04
7.21%
Reduce -6.35%
2,973,760
-201,480
KKR
KKR & Co Inc
2025-09-30
Reduce
Reduce
-0.18%
129.95 ($141.95) 152.16
$108.48
-23.58%
Reduce -1.52%
8,713,264
-134,300
CCC
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
2025-09-30
Add
Add
+0.14%
9.11 ($9.67) 10.03
$7.46
-22.85%
Add 10.16%
16,270,128
1,500,000
BN
Brookfield Corp
2025-09-30
Reduce
Reduce
0%
41.32 ($44.31) 48.49
$41.69
-5.91%
Reduce -0.02%
28,823,912
-3,349
CSGP
CoStar Group Inc
2025-09-30
Reduce
Reduce
0%
81.42 ($88.37) 96.83
$32.26
-63.49%
Reduce -0.03%
9,306,485
-2,747
VRSK
Verisk Analytics Inc
2025-09-30
Reduce
Reduce
0%
242.3 ($274.48) 312.95
$187.49
-31.69%
Reduce -4.17%
8,279
-360
AMT
American Tower Corp
2025-06-30
Reduce
Reduce
-3.50%
203.96 ($215.92) 228.19
$175.80
-18.58%
Reduce -64.65%
915,249
-1,673,943
ORLY
O'Reilly Automotive Inc
2025-06-30
Reduce
Reduce
-3.26%
87.68 ($91.25) 96.13
$89.11
-2.35%
Reduce -27.38%
9,410,714
-3,547,936
ABNB
Airbnb Inc
2025-06-30
Add
Add
+0.72%
105.69 ($126.56) 140.64
$187.30
47.99%
Add 19.04%
3,473,243
555,510
CPRT
Copart Inc
2025-06-30
New Buy
New Buy
+0.58%
47.72 ($55.97) 63.84
$33.80
-39.61%
New holding
1,200,000
1,200,000
MCO
Moodys Corp
2025-06-30
Reduce
Reduce
-0.58%
396.7 ($463.23) 501.59
$503.32
8.65%
Reduce -5.34%
2,305,424
-130,034
MA
Mastercard Inc
2025-06-30
Reduce
Reduce
-0.19%
479.92 ($552.94) 590.74
$580.63
5.01%
Reduce -1.07%
3,295,286
-35,790
FICO
Fair Isaac Corp
2025-06-30
New Buy
New Buy
+0.16%
1503.62 ($1877.21) 2206.01
$1,172.67
-37.53%
New holding
9,148
9,148
CCC
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
2025-06-30
Add
Add
+0.15%
8.28 ($8.95) 9.42
$7.46
-16.65%
Add 11.98%
14,770,128
1,579,744
BN
Brookfield Corp
2025-06-30
Add
Add
+0.08%
29.79 ($37.02) 41.23
$41.69
12.61%
Add 0.66%
28,828,935
125,269
ROP
Roper Technologies Inc
2025-06-30
Reduce
Reduce
-0.06%
519.19 ($565.47) 590.78
$411.79
-27.18%
Reduce -0.67%
1,439,468
-9,720
KMX
CarMax Inc
2025-06-30
Reduce
Reduce
-0.04%
62.27 ($67.42) 82.77
$62.13
-7.85%
Reduce -26.64%
150,600
-54,675
SOPH
Sophia Genetics SA
2025-06-30
Add
Add
+0.04%
2.66 ($2.99) 3.32
$8.65
189.30%
Add 66.22%
3,719,140
1,481,636
BRK.B
Berkshire Hathaway Inc
2025-06-30
Reduce
Reduce
-0.01%
483.48 ($508.26) 539.8
$495.82
-2.45%
Reduce -7.84%
13,985
-1,190
DBRG
DigitalBridge Group Inc
2025-06-30
Sold Out
Sold Out
-0.01%
6.8 ($9.53) 11.95
$15.93
67.16%
Sold Out
0
-164,740
CSGP
CoStar Group Inc
2025-06-30
Reduce
Reduce
0%
72.62 ($77.92) 83.22
$32.26
-58.60%
Reduce -0.05%
9,309,232
-4,360
VRSK
Verisk Analytics Inc
2025-06-30
Reduce
Reduce
0%
277.03 ($303.09) 321.33
$187.49
-38.14%
Reduce -14.79%
8,639
-1,500
AMT
American Tower Corp
2025-03-31
Reduce
Reduce
-4.62%
173.46 ($196.17) 217.6
$175.80
-10.38%
Reduce -52.95%
2,589,192
-2,914,221
MCO
Moodys Corp
2025-03-31
Reduce
Reduce
-2.64%
437.8 ($481.85) 527.48
$503.32
4.46%
Reduce -20.9%
2,435,458
-643,469
KKR
KKR & Co Inc
2025-03-31
Reduce
Reduce
-1.84%
108.17 ($137.58) 167.07
$108.48
-21.15%
Reduce -13.96%
8,847,564
-1,436,000
MA
Mastercard Inc
2025-03-31
Reduce
Reduce
-1.70%
504.67 ($544.39) 576.31
$580.63
6.66%
Reduce -10.06%
3,331,076
-372,663
KMX
CarMax Inc
2025-03-31
Reduce
Reduce
-0.33%
69.25 ($80.17) 89.19
$62.13
-22.50%
Reduce -69.24%
205,275
-462,162
ORLY
O'Reilly Automotive Inc
2025-03-31
Reduce
Reduce
-0.32%
79.18 ($86.99) 95.51
$89.11
2.44%
Reduce -3.5%
12,958,650
-31,370
ABNB
Airbnb Inc
2025-03-31
Add
Add
+0.31%
119.38 ($133.97) 161.42
$187.30
39.81%
Add 10.13%
2,917,733
268,335
V
Visa Inc
2025-03-31
Reduce
Reduce
-0.26%
306.92 ($338.38) 362.71
$371.04
9.65%
Reduce -2.95%
3,175,240
-96,500
CCC
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
2025-03-31
Add
Add
+0.22%
8.92 ($10.38) 11.7
$7.46
-28.13%
Add 23.49%
13,190,384
2,508,986
ROP
Roper Technologies Inc
2025-03-31
Reduce
Reduce
-0.15%
502.71 ($561.16) 593.81
$411.79
-26.62%
Reduce -2.21%
1,449,188
-32,741
BN
Brookfield Corp
2025-03-31
Add
Add
+0.06%
32.43 ($37.8) 41.37
$41.69
10.29%
Add 0.66%
28,641,032
124,842
DBRG
DigitalBridge Group Inc
2025-03-31
Reduce
Reduce
-0.05%
8.82 ($10.51) 12.24
$15.93
51.57%
Reduce -78.46%
164,740
-599,990
BRK.B
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
0%
442.66 ($486.15) 534.52
$495.82
1.99%
Reduce -0.65%
15,175
-99
VRSK
Verisk Analytics Inc
2025-03-31
Reduce
Reduce
0%
268.63 ($288.19) 301.33
$187.49
-34.94%
Reduce -10.28%
10,139
-1,162
KKR
KKR & Co Inc
2024-12-31
Reduce
Reduce
-1.21%
130.9 ($146.98) 162.87
$108.48
-26.19%
Reduce -9.74%
10,283,564
-1,110,272
MCO
Moodys Corp
2024-12-31
Reduce
Reduce
-1.12%
454.04 ($477.36) 500.88
$503.32
5.44%
Reduce -8.44%
3,078,927
-283,953
AMT
American Tower Corp
2024-12-31
Reduce
Reduce
-1.06%
179.4 ($206.81) 231.88
$175.80
-14.99%
Reduce -9.07%
5,503,413
-549,119
MA
Mastercard Inc
2024-12-31
Reduce
Reduce
-0.89%
491.3 ($518.04) 536.15
$580.63
12.08%
Reduce -5.53%
3,703,739
-216,853
100/Page
Total 633

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