AKRE CAPITAL MANAGEMENT LLC
Top Portfolio Positions
19 positions ·
$6,134,537,842 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MA |
Mastercard Inc
Financial Services
|
2,281,106 | $1,139,777,423 | 18.58% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
17,027,077 | $689,085,806 | 11.23% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
6,718,078 | $621,422,215 | 10.13% | |
| MCO |
Moodys Corp /De/
Financial Services
|
1,246,114 | $543,617,232 | 8.86% | |
| V |
Visa Inc.
Financial Services
|
1,638,798 | $495,310,307 | 8.07% | |
| ROP |
Roper Technologies Inc
Technology
|
1,257,232 | $444,884,115 | 7.25% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
10,348,273 | $417,449,332 | 6.80% | |
| FICO |
Fair Isaac Corp
Technology
|
363,765 | $388,333,688 | 6.33% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
3,885,813 | $358,699,398 | 5.85% | |
| CPRT |
Copart Inc
Industrials
|
7,998,938 | $265,564,741 | 4.33% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KMX
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $5,819,184 | 150,600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,757,422 | 150,600 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,121,826 | 150,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,995,028 | 205,275 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $54,569,649 | 667,437 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $100,373,544 | 1,297,151 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $157,351,630 | 2,145,509 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $235,356,324 | 2,701,829 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $209,246,574 | 2,726,695 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $193,337,767 | 2,733,462 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $238,612,462 | 2,850,806 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $199,169,394 | 3,098,466 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $322,170,329 | 5,291,022 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $485,446,512 | 7,353,022 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $664,864,412 | 7,348,192 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $708,158,568 | 7,339,952 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $949,399,099 | 7,290,172 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $909,678,132 | 7,109,082 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $918,657,769 | 7,113,107 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $943,684,471 | 7,113,557 | Shares | Sole | 2021-07-09 | |
| 2020-12-31 | $706,489,199 | 7,479,242 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $687,500,310 | 7,480,147 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $730,193,028 | 8,154,026 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $440,887,670 | 8,190,371 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||