AKRE CAPITAL MANAGEMENT LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$9.1B
Holdings
18
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | 3,005,280 | $1.7B | 18.81% | |
| 2 | BNBROOKFIELD CORP | 26,843,633 | $1.2B | 13.51% | |
| 3 | KKRKKR & CO L P DEL | 8,106,049 | $1.0B | 11.33% | |
| 4 | VVISA INC | 2,676,628 | $938.7M | 10.29% | |
| 5 | MCOMOODYS CORP | 1,735,231 | $886.4M | 9.72% | |
| 6 | CSGPCOSTAR GROUP INC | 9,617,805 | $646.7M | 7.09% | |
| 7 | ORLYOREILLY AUTOMOTIVE INC | 6,719,819 | $612.9M | 6.72% | |
| 8 | ROPROPER TECHNOLOGIES INC | 1,105,153 | $491.9M | 5.39% | |
| 9 | ABNBAIRBNB INC | 3,473,243 | $471.4M | 5.17% | |
| 10 | FICOFAIR ISAAC CORP | 277,445 | $469.1M | 5.14% | |
| 11 | CPRTCOPART INC | 7,867,967 | $308.0M | 3.38% | |
| 12 | CCCCCC INTELLIGENT SOLUTIONS HL | 24,836,984 | $197.5M | 2.16% | |
| 13 | AMTAMERICAN TOWER CORP NEW | 255,267 | $44.8M | 0.49% | |
| 14 | GSHDGOOSEHEAD INS INC | 371,096 | $27.3M | 0.30% | |
| 15 | SOPHSOPHIA GENETICS SA | 3,719,140 | $17.4M | 0.19% | |
| 16 | DHRDANAHER CORPORATION | 69,516 | $15.9M | 0.17% | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,902 | $6.0M | 0.07% | |
| 18 | KMXCARMAX INC | 150,600 | $5.8M | 0.06% |