Chuck Akre (Akre Capital Management) add Unmapped 13F security
Chuck Akre (Akre Capital Management) add $471.4M of disclosed value in Unmapped 13F security.
Signal
Investor Move
Action
Add
Capital
$471.4M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Dec 31, 2025
Total Changes
22
New
3
Reduced/Sold
16
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| ORLY | O'Reilly Automotive, Inc. | Reduced | $612.9M | 0.03% |
| CCCS | CCC Intelligent Solutions Holdings Inc. | New | $197.5M | 0.02% |
| DHR | Danaher Corporation | Reduced | $15.9M | 0.02% |
| 12510Q100 | 12510Q100 | Sold out | $0 | 0.02% |
| CSGP | CoStar Group, Inc. | Reduced | $646.7M | 0.02% |
| MCO | Moody's Corporation | Reduced | $886.4M | 0.01% |
| CPRT | Copart, Inc. | Increased | $308M | 0.01% |
| KKR | KKR & Co. Inc. | Reduced | $1B | 0.01% |
| BN | Brookfield Corporation | Reduced | $1.2B | 0.01% |
| ROP | Roper Technologies, Inc. | Reduced | $491.9M | 0.01% |
| MA.BA | Mastercard Incorporated | Reduced | $1.7B | 0.01% |
| FICO | Fair Isaac Corporation | Increased | $469.1M | 0.01% |
| V.BA | Visa Inc. | Reduced | $938.7M | 0.01% |
| 9066101 | AIRBNB INC | Increased | $471.4M | 0.01% |
| AMT | American Tower Corporation | Reduced | $44.8M | 0% |
| GSHD | Goosehead Insurance, Inc | New | $27.3M | 0% |
| 38267D109 | 38267D109 | Sold out | $0 | 0% |
| H82027105 | H82027105 | Sold out | $0 | 0% |
| SOPH | SOPHiA GENETICS S.A. | New | $17.4M | 0% |
| VRSK | VRSK | Sold out | $0 | 0% |