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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

20 changes from Chuck Akre (Akre Capital Management), filed 2025-08-14 for period end 2025-06-30.

$10.2B portfolio value
StockActionChangeCurrentPortfolio Impact
67103H107
OREILLY AUTOMOTIVE INC
Reduced-$389.4M$848.2M3.81%
03027X100
AMERICAN TOWER CORP NEW
Reduced-$361.1M$202.3M3.54%
11271J107
BROOKFIELD CORP
Increased$188.0M$1.2B1.84%
48251W104
KKR & CO L P DEL
Increased$154.1M$1.2B1.51%
9066101
AIRBNB INC
Increased$111.1M$459.6M1.09%
217204106
COPART INC
New$58.9M$58.9M0.58%
776696106
ROPER TECHNOLOGIES INC
Reduced-$38.5M$815.9M0.38%
57636Q104
MASTERCARD INCORPORATED
Increased$25.9M$1.9B0.25%
615369105
MOODYS CORP
Increased$22.2M$1.2B0.22%
12510Q100
CCC INTELLIGENT SOLUTIONS HL
Increased$19.9M$139.0M0.19%
303250104
FAIR ISAAC CORP
New$16.7M$16.7M0.16%
92826C839
VISA INC
Increased$14.6M$1.1B0.14%
235851102
DANAHER CORPORATION
Reduced-$13.2M$350.7M0.13%
22160N109
COSTAR GROUP INC
Increased$10.5M$748.5M0.10%
143130102
CARMAX INC
Reduced-$5.9M$10.1M0.06%
38267D109
GOOSEHEAD INS INC
Reduced-$4.6M$38.6M0.05%
H82027105
SOPHIA GENETICS SA
Increased$4.1M$11.5M0.04%
25401T603
DIGITALBRIDGE GROUP INC
Sold out-$1.5M$00.01%
84670702
BERKSHIRE HATHAWAY INC DEL
Reduced-$1.3M$6.8M0.01%
92345Y106
VERISK ANALYTICS INC
Reduced-$326,521$2.7M0.00%

Evidence

Related Cards

WB
Sold out37833100

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 37833100 (37833100) on 2025-08-14, covering period end 2025-03-31.

WB
Sold out25816109

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 25816109 (25816109) on 2025-08-14, covering period end 2025-03-31.

WB
Sold out60505104

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 60505104 (60505104) on 2025-08-14, covering period end 2025-03-31.

Chuck Akre (Akre Capital Management) disclosed sold out in DIGITALBRIDGE GROUP INC | TradingNote AI