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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

19 changes from Chuck Akre (Akre Capital Management), filed 2026-02-13 for period end 2025-12-31.

$9.1B portfolio value
StockActionChangeCurrentPortfolio Impact
67103H107
OREILLY AUTOMOTIVE INC
Reduced-$315.6M$612.9M3.46%
235851102
DANAHER CORPORATION
Reduced-$157.5M$15.9M1.73%
22160N109
COSTAR GROUP INC
Reduced-$138.5M$646.7M1.52%
615369105
MOODYS CORP
Reduced-$123.2M$886.4M1.35%
217204106
COPART INC
Increased$117.5M$308.0M1.29%
48251W104
KKR & CO L P DEL
Reduced-$98.9M$1.0B1.08%
11271J107
BROOKFIELD CORP
Reduced-$86.0M$1.2B0.94%
776696106
ROPER TECHNOLOGIES INC
Reduced-$84.9M$491.9M0.93%
57636Q104
MASTERCARD INCORPORATED
Reduced-$79.3M$1.7B0.87%
303250104
FAIR ISAAC CORP
Increased$78.7M$469.1M0.86%
92826C839
VISA INC
Reduced-$76.5M$938.7M0.84%
9066101
AIRBNB INC
Increased$49.7M$471.4M0.54%
12510Q100
CCC INTELLIGENT SOLUTIONS HL
Increased$49.2M$197.5M0.54%
03027X100
AMERICAN TOWER CORP NEW
Reduced-$40.4M$44.8M0.44%
92345Y106
VERISK ANALYTICS INC
Sold out-$2.1M$00.02%
84670702
BERKSHIRE HATHAWAY INC DEL
Reduced-$1.0M$6.0M0.01%
143130102
CARMAX INC
Reduced-$938,238$5.8M0.01%
H82027105
SOPHIA GENETICS SA
Reduced-$334,722$17.4M0.00%
38267D109
GOOSEHEAD INS INC
Increased$84,198$27.3M0.00%

Evidence

Related Cards

SK

Seth Klarman

Seth Klarman (Baupost Group) filed a 13F change in AMAZON COM INC (23135106) on 2026-02-13, covering period end 2025-12-31.

MP
Increased93627C101

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in WARRIOR MET COAL INC (93627C101) on 2026-02-13, covering period end 2025-12-31.

GS

George Soros

George Soros (Soros Fund Management) filed a 13F change in SPDR SERIES TRUST (78468R556) on 2026-02-13, covering period end 2025-12-31.

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