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AKRE CAPITAL MANAGEMENT LLC

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13F filer, CIK 1112520, Middleburg, VA

AKRE CAPITAL MANAGEMENT LLC reported $10,400,552,669 across 18 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 94.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001112520-25-000015

Period
2025-03-31
Reported value
$10.4B
Holdings
18
Top 10 weight
94.74%
New
0
Sold out
0

Part of the filer group AKRE CAPITAL MANAGEMENT LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ABNBadded+268,335$32.1M
CCCadded+2,508,986$22.7M
BNadded+124,842$6.54M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMTreduced-2,914,221-$634M
MCOreduced-643,469-$300M
MAreduced-372,663-$204M
KKRreduced-1,436,000-$166M
ORLYreduced-31,370-$44.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001112520-25-000015, largest first. % of portfolio is the value over $10,400,552,669, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,920,592 shares; 2024Q4: 3,703,739 shares; 2025Q1: 3,331,076 shares 3,331,076$1.83B17.56%-372,663Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919,065 shares; 2024Q4: 895,280 shares; 2025Q1: 863,910 shares 863,910$1.24B11.9%-31,370Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362,880 shares; 2024Q4: 3,078,927 shares; 2025Q1: 2,435,458 shares 2,435,458$1.13B10.9%-643,469Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,271,740 shares; 2024Q4: 3,271,740 shares; 2025Q1: 3,175,240 shares 3,175,240$1.11B10.7%-96,500Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,393,836 shares; 2024Q4: 10,283,564 shares; 2025Q1: 8,847,564 shares 8,847,564$1.02B9.83%-1,436,000Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,938,431 shares; 2024Q4: 18,969,179 shares; 2025Q1: 19,094,021 shares 19,094,021$1B9.62%+124,842Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499,429 shares; 2024Q4: 1,481,929 shares; 2025Q1: 1,449,188 shares 1,449,188$854M8.22%-32,741Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,934,093 shares; 2024Q4: 9,313,880 shares; 2025Q1: 9,313,592 shares 9,313,592$738M7.09%-288Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,052,532 shares; 2024Q4: 5,503,413 shares; 2025Q1: 2,589,192 shares 2,589,192$563M5.42%-2,914,221Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775,400 shares; 2024Q4: 1,775,400 shares; 2025Q1: 1,775,400 shares 1,775,400$364M3.5%0Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,649,398 shares; 2024Q4: 2,649,398 shares; 2025Q1: 2,917,733 shares 2,917,733$349M3.35%+268,335Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,681,398 shares; 2024Q4: 10,681,398 shares; 2025Q1: 13,190,384 shares 13,190,384$119M1.15%+2,508,986Timeline
GSHDGOOSEHEAD INS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,125 shares; 2024Q4: 366,125 shares; 2025Q1: 366,125 shares 366,125$43.2M0.42%0Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297,151 shares; 2024Q4: 667,437 shares; 2025Q1: 205,275 shares 205,275$16M0.15%-462,162Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,274 shares; 2024Q4: 15,274 shares; 2025Q1: 15,175 shares 15,175$8.08M0.08%-99Timeline
SOPHSOPHIA GENETICS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237,504 shares; 2024Q4: 2,237,504 shares; 2025Q1: 2,237,504 shares 2,237,504$7.43M0.07%0Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,378 shares; 2024Q4: 11,301 shares; 2025Q1: 10,139 shares 10,139$3.02M0.03%-1,162Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315,076 shares; 2024Q4: 764,730 shares; 2025Q1: 164,740 shares 164,740$1.45M0.01%-599,990Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001112520-25-000015 base2025-05-13acceptance time not in the bulk data set