Skip to content
Disclosery

AKRE CAPITAL MANAGEMENT LLC

Follow

13F filer, CIK 1112520, Middleburg, VA

AKRE CAPITAL MANAGEMENT LLC reported $6,134,537,825 across 20 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 87.71% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001112520-26-000009

Period
2026-03-31
Reported value
$6.13B
Holdings
20
Top 10 weight
87.71%
New
4
Sold out
2

Part of the filer group AKRE CAPITAL MANAGEMENT LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CRMnew+717,799$134M
NOWnew+1,096,099$115M
FICOadded+86,320$92.2M
ROPadded+152,079$53.8M
CCCadded+6,676,086$40.1M

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
BNreduced-9,816,556-$397M
MAreduced-724,174-$362M
Vreduced-1,037,830-$314M
ORLYreduced-2,834,006-$262M
MCOreduced-489,117-$213M

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 2026

Share positions as resolved from 13F-HR 0001112520-26-000009, largest first. % of portfolio is the value over $6,115,870,825, 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; 2024Q2: restricted; 2024Q3: 3,920,592 shares; 2024Q4: 3,703,739 shares; 2025Q1: 3,331,076 shares; 2025Q2: 3,295,286 shares; 2025Q3: 3,155,594 shares; 2025Q4: 3,005,280 shares; 2026Q1: 2,281,106 shares 2,281,106$1.14B18.64%-724,174Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,938,431 shares; 2024Q4: 18,969,179 shares; 2025Q1: 19,094,021 shares; 2025Q2: 19,219,290 shares; 2025Q3: 19,215,941 shares; 2025Q4: 26,843,633 shares; 2026Q1: 17,027,077 shares 17,027,077$689M11.27%-9,816,556Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,393,836 shares; 2024Q4: 10,283,564 shares; 2025Q1: 8,847,564 shares; 2025Q2: 8,847,564 shares; 2025Q3: 8,713,264 shares; 2025Q4: 8,106,049 shares; 2026Q1: 6,718,078 shares 6,718,078$621M10.16%-1,387,971Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,362,880 shares; 2024Q4: 3,078,927 shares; 2025Q1: 2,435,458 shares; 2025Q2: 2,305,424 shares; 2025Q3: 2,118,949 shares; 2025Q4: 1,735,231 shares; 2026Q1: 1,246,114 shares 1,246,114$544M8.89%-489,117Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,271,740 shares; 2024Q4: 3,271,740 shares; 2025Q1: 3,175,240 shares; 2025Q2: 3,175,240 shares; 2025Q3: 2,973,760 shares; 2025Q4: 2,676,628 shares; 2026Q1: 1,638,798 shares 1,638,798$495M8.1%-1,037,830Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499,429 shares; 2024Q4: 1,481,929 shares; 2025Q1: 1,449,188 shares; 2025Q2: 1,439,468 shares; 2025Q3: 1,156,673 shares; 2025Q4: 1,105,153 shares; 2026Q1: 1,257,232 shares 1,257,232$445M7.27%+152,079Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,934,093 shares; 2024Q4: 9,313,880 shares; 2025Q1: 9,313,592 shares; 2025Q2: 9,309,232 shares; 2025Q3: 9,306,485 shares; 2025Q4: 9,617,805 shares; 2026Q1: 10,348,273 shares 10,348,273$417M6.83%+730,468Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,148 shares; 2025Q3: 260,849 shares; 2025Q4: 277,445 shares; 2026Q1: 363,765 shares 363,765$388M6.35%+86,320Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 919,065 shares; 2024Q4: 895,280 shares; 2025Q1: 863,910 shares; 2025Q2: 9,410,714 shares; 2025Q3: 8,612,428 shares; 2025Q4: 6,719,819 shares; 2026Q1: 3,885,813 shares 3,885,813$359M5.87%-2,834,006Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200,000 shares; 2025Q3: 4,236,760 shares; 2025Q4: 7,867,967 shares; 2026Q1: 7,998,938 shares 7,998,938$266M4.34%+130,971Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,649,398 shares; 2024Q4: 2,649,398 shares; 2025Q1: 2,917,733 shares; 2025Q2: 3,473,243 shares; 2025Q3: 3,473,243 shares; 2025Q4: 3,473,243 shares; 2026Q1: 2,034,473 shares 2,034,473$257M4.2%-1,438,770Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,681,398 shares; 2024Q4: 10,681,398 shares; 2025Q1: 13,190,384 shares; 2025Q2: 14,770,128 shares; 2025Q3: 16,270,128 shares; 2025Q4: 24,836,984 shares; 2026Q1: 31,513,070 shares 31,513,070$189M3.09%+6,676,086Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 717,799 shares 717,799$134M2.19%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,096,099 shares 1,096,099$115M1.87%newTimeline
GSHDGOOSEHEAD INS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,125 shares; 2024Q4: 366,125 shares; 2025Q1: 366,125 shares; 2025Q2: 366,125 shares; 2025Q3: 366,125 shares; 2025Q4: 371,096 shares; 2026Q1: 443,385 shares 443,385$18.9M0.31%+72,289Timeline
SOPHSOPHIA GENETICS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237,504 shares; 2024Q4: 2,237,504 shares; 2025Q1: 2,237,504 shares; 2025Q2: 3,719,140 shares; 2025Q3: 3,719,140 shares; 2025Q4: 3,719,140 shares; 2026Q1: 3,719,140 shares 3,719,140$18.4M0.3%0Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,052,532 shares; 2024Q4: 5,503,413 shares; 2025Q1: 2,589,192 shares; 2025Q2: 915,249 shares; 2025Q3: 442,843 shares; 2025Q4: 255,267 shares; 2026Q1: 50,772 shares 50,772$8.76M0.14%-204,495Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250,000 shares 250,000$6.11M0.1%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,274 shares; 2024Q4: 15,274 shares; 2025Q1: 15,175 shares; 2025Q2: 13,985 shares; 2025Q3: 13,985 shares; 2025Q4: 11,902 shares; 2026Q1: 10,339 shares 10,339$4.95M0.08%-1,563Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
CRMSALESFORCE INC COMcall100,000$18.7Mnew

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DHRDANAHER CORP DEL69,516$15.9Mshares
KMXCARMAX INC150,600$5.82Mshares

How Q1 2026 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 0001112520-26-000009 base2026-05-14acceptance time not in the bulk data set