Chuck Akre (Akre Capital Management) disclosed reduced in MASTERCARD INCORPORATED
Chuck Akre (Akre Capital Management) filed a 13F change in MASTERCARD INCORPORATED (57636Q104) on 2025-11-13, covering period end 2025-09-30.
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
19 changes from Chuck Akre (Akre Capital Management), filed 2025-11-13 for period end 2025-09-30.
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
303250104 FAIR ISAAC CORP | Increased | $373.6M | $390.4M | 3.73% |
776696106 ROPER TECHNOLOGIES INC | Reduced | -$239.1M | $576.8M | 2.38% |
235851102 DANAHER CORPORATION | Reduced | -$177.3M | $173.4M | 1.77% |
615369105 MOODYS CORP | Reduced | -$146.7M | $1.0B | 1.46% |
217204106 COPART INC | Increased | $131.6M | $190.5M | 1.31% |
11271J107 BROOKFIELD CORP | Increased | $129.1M | $1.3B | 1.29% |
03027X100 AMERICAN TOWER CORP NEW | Reduced | -$117.1M | $85.2M | 1.17% |
92826C839 VISA INC | Reduced | -$112.2M | $1.0B | 1.12% |
67103H107 OREILLY AUTOMOTIVE INC | Increased | $80.3M | $928.5M | 0.80% |
57636Q104 MASTERCARD INCORPORATED | Reduced | -$56.8M | $1.8B | 0.57% |
48251W104 KKR & CO L P DEL | Reduced | -$44.7M | $1.1B | 0.45% |
9066101 AIRBNB INC | Reduced | -$37.9M | $421.7M | 0.38% |
22160N109 COSTAR GROUP INC | Increased | $36.7M | $785.2M | 0.37% |
38267D109 GOOSEHEAD INS INC | Reduced | -$11.4M | $27.2M | 0.11% |
12510Q100 CCC INTELLIGENT SOLUTIONS HL | Increased | $9.2M | $148.2M | 0.09% |
H82027105 SOPHIA GENETICS SA | Increased | $6.2M | $17.7M | 0.06% |
143130102 CARMAX INC | Reduced | -$3.4M | $6.8M | 0.03% |
92345Y106 VERISK ANALYTICS INC | Reduced | -$608,797 | $2.1M | 0.01% |
84670702 BERKSHIRE HATHAWAY INC DEL | Increased | $237,326 | $7.0M | 0.00% |