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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

18 changes from Chuck Akre (Akre Capital Management), filed 2025-05-13 for period end 2025-03-31.

$10.4B portfolio value
StockActionChangeCurrentPortfolio Impact
48251W104
KKR & CO L P DEL
Reduced-$498.2M$1.0B4.79%
03027X100
AMERICAN TOWER CORP NEW
Reduced-$446.0M$563.4M4.29%
615369105
MOODYS CORP
Reduced-$323.3M$1.1B3.11%
67103H107
OREILLY AUTOMOTIVE INC
Increased$176.0M$1.2B1.69%
57636Q104
MASTERCARD INCORPORATED
Reduced-$124.4M$1.8B1.20%
11271J107
BROOKFIELD CORP
Reduced-$89.1M$1.0B0.86%
776696106
ROPER TECHNOLOGIES INC
Increased$84.0M$854.4M0.81%
92826C839
VISA INC
Increased$78.8M$1.1B0.76%
22160N109
COSTAR GROUP INC
Increased$71.1M$737.9M0.68%
235851102
DANAHER CORPORATION
Reduced-$43.6M$364.0M0.42%
143130102
CARMAX INC
Reduced-$38.6M$16.0M0.37%
25401T603
DIGITALBRIDGE GROUP INC
Reduced-$7.2M$1.5M0.07%
12510Q100
CCC INTELLIGENT SOLUTIONS HL
Reduced-$6.2M$119.1M0.06%
38267D109
GOOSEHEAD INS INC
Increased$4.0M$43.2M0.04%
84670702
BERKSHIRE HATHAWAY INC DEL
Increased$1.2M$8.1M0.01%
H82027105
SOPHIA GENETICS SA
Increased$559,376$7.4M0.01%
9066101
AIRBNB INC
Increased$394,993$348.6M0.00%
92345Y106
VERISK ANALYTICS INC
Reduced-$95,065$3.0M0.00%

Evidence

Related Cards

CA
Reduced48251W104

Chuck Akre

Chuck Akre (Akre Capital Management) filed a 13F change in KKR & CO L P DEL (48251W104) on 2025-05-13, covering period end 2025-03-31.

CA
Reduced03027X100

Chuck Akre

Chuck Akre (Akre Capital Management) filed a 13F change in AMERICAN TOWER CORP NEW (03027X100) on 2025-05-13, covering period end 2025-03-31.

CA
Reduced615369105

Chuck Akre

Chuck Akre (Akre Capital Management) filed a 13F change in MOODYS CORP (615369105) on 2025-05-13, covering period end 2025-03-31.

Chuck Akre (Akre Capital Management) disclosed reduced in BROOKFIELD CORP | TradingNote AI