Akre Capital Management

Akre Capital Management

13F
Akre Capital Management, LLC
Last update 2025-05-13 18 Stocks (0 new)
Value $10.40 Bil Turnover 1 %
Countries:

Akre Capital Management Profile

Founded in 1989, Akre Capital Management, LLC, is an asset management firm located in Middleburg, Virginia, with investments in private funds, mutual fund (the Akre Focus Fund), and separately managed account assets.
John Neff is CEO and CIO of Akre Capital Management and has served as Portfolio Manager of the Akre Focus Fund since August 2014. Prior to joining Akre Capital Management in 2009, he worked ten years at William Blair & Company in the firm’s equity research department, the last seven years as a Senior Analyst. John worked at First Chicago NBD Corporation from 1996 to 1999 after beginning his career in the securities industry at Merrill Lynch in 1994. John received his M.B.A. from the University of Chicago in 1999 and holds a B.A. in English from Colgate University.

Akre Capital Management Investing Philosophy

Akre Capital Management invests in a small number of what it believes to be extraordinary businesses that are run by talented and honest managers who wisely reinvest free cash flow. The firm calls this intuitive, enduring approach its “three-legged stool.” Akre Capital Management's investment objective is to compound the firm's investors' capital at above-average rates of return over extended periods of time, while incurring a below-average level of risk. Working side by side on investments with CIO, John Neff, are Andrew Millette and Trey Tickner.

Akre Capital Management Portfolio and Latest Trades

Type:
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMT
American Tower Corp
2025-03-31
Reduce
Reduce
-4.62%
173.46 ($196.17) 217.6
$221.02
12.67%
Reduce -52.95%
2,589,192
-2,914,221
MCO
Moodys Corp
2025-03-31
Reduce
Reduce
-2.64%
437.8 ($481.85) 527.48
$501.59
4.10%
Reduce -20.9%
2,435,458
-643,469
KKR
KKR & Co Inc
2025-03-31
Reduce
Reduce
-1.84%
108.17 ($137.58) 167.07
$133.03
-3.31%
Reduce -13.96%
8,847,564
-1,436,000
MA
Mastercard Inc
2025-03-31
Reduce
Reduce
-1.70%
504.67 ($544.39) 576.31
$561.94
3.22%
Reduce -10.06%
3,331,076
-372,663
KMX
CarMax Inc
2025-03-31
Reduce
Reduce
-0.33%
69.25 ($80.17) 89.19
$67.21
-16.17%
Reduce -69.24%
205,275
-462,162
ORLY
O'Reilly Automotive Inc
2025-03-31
Reduce
Reduce
-0.32%
79.18 ($86.99) 95.51
$90.13
3.61%
Reduce -3.5%
12,958,650
-31,370
ABNB
Airbnb Inc
2025-03-31
Add
Add
+0.31%
119.38 ($133.97) 161.42
$132.34
-1.22%
Add 10.13%
2,917,733
268,335
V
Visa Inc
2025-03-31
Reduce
Reduce
-0.26%
306.92 ($338.38) 362.71
$355.05
4.93%
Reduce -2.95%
3,175,240
-96,500
CCCS
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
2025-03-31
Add
Add
+0.22%
8.92 ($10.38) 11.7
$9.42
-9.25%
Add 23.49%
13,190,384
2,508,986
ROP
Roper Technologies Inc
2025-03-31
Reduce
Reduce
-0.15%
502.71 ($561.16) 593.81
$566.84
1.01%
Reduce -2.21%
1,449,188
-32,741
BN
Brookfield Corp
2025-03-31
Add
Add
+0.06%
48.64 ($56.7) 62.05
$61.85
9.08%
Add 0.66%
19,094,021
124,842
DBRG
DigitalBridge Group Inc
2025-03-31
Reduce
Reduce
-0.05%
8.82 ($10.51) 12.24
$10.35
-1.52%
Reduce -78.46%
164,740
-599,990
BRK.B
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
0%
442.66 ($486.15) 534.52
$485.77
-0.08%
Reduce -0.65%
15,175
-99
VRSK
Verisk Analytics Inc
2025-03-31
Reduce
Reduce
0%
268.63 ($288.19) 301.33
$311.50
8.09%
Reduce -10.28%
10,139
-1,162
KKR
KKR & Co Inc
2024-12-31
Reduce
Reduce
-1.21%
130.9 ($146.98) 162.87
$133.03
-9.49%
Reduce -9.74%
10,283,564
-1,110,272
MCO
Moodys Corp
2024-12-31
Reduce
Reduce
-1.12%
454.04 ($477.36) 500.88
$501.59
5.08%
Reduce -8.44%
3,078,927
-283,953
AMT
American Tower Corp
2024-12-31
Reduce
Reduce
-1.06%
179.4 ($206.81) 231.88
$221.02
6.87%
Reduce -9.07%
5,503,413
-549,119
MA
Mastercard Inc
2024-12-31
Reduce
Reduce
-0.89%
491.3 ($518.04) 536.15
$561.94
8.47%
Reduce -5.53%
3,703,739
-216,853
KMX
CarMax Inc
2024-12-31
Reduce
Reduce
-0.41%
71.11 ($78.55) 87.2
$67.21
-14.44%
Reduce -48.55%
667,437
-629,714
CSGP
CoStar Group Inc
2024-12-31
Add
Add
+0.24%
69.84 ($75.53) 81.97
$80.40
6.45%
Add 4.25%
9,313,880
379,787
ORLY
O'Reilly Automotive Inc
2024-12-31
Reduce
Reduce
-0.23%
76.44 ($80.68) 84.71
$90.13
11.71%
Reduce -2.59%
13,429,200
-23,785
ROP
Roper Technologies Inc
2024-12-31
Reduce
Reduce
-0.08%
519.85 ($548.94) 575.95
$566.84
3.26%
Reduce -1.17%
1,481,929
-17,500
DBRG
DigitalBridge Group Inc
2024-12-31
Reduce
Reduce
-0.06%
10.72 ($13.44) 16.86
$10.35
-22.99%
Reduce -41.85%
764,730
-550,346
BN
Brookfield Corp
2024-12-31
Add
Add
+0.02%
52.4 ($56.56) 61.51
$61.85
9.35%
Add 0.16%
18,969,179
30,748
VRSK
Verisk Analytics Inc
2024-12-31
Reduce
Reduce
0%
262.86 ($278.44) 294.75
$311.50
11.87%
Reduce -8.7%
11,301
-1,077
MCO
Moodys Corp
2024-09-30
Reduce
Reduce
-3.18%
421.49 ($463.45) 494.66
$501.59
8.23%
Reduce -20.33%
3,362,880
-858,224
KKR
KKR & Co Inc
2024-09-30
Reduce
Reduce
-2.13%
104.51 ($118.32) 133.23
$133.03
12.43%
Reduce -16.77%
11,393,836
-2,295,980
ABNB
Airbnb Inc
2024-09-30
Add
Add
+1.81%
113.01 ($129.67) 154.34
$132.34
2.06%
Add 183.09%
2,649,398
1,713,522
SBAC
SBA Communications Corp
2024-09-30
Sold Out
Sold Out
-0.86%
189 ($221.66) 245.09
$234.79
5.92%
Sold Out
0
-500,000
KMX
CarMax Inc
2024-09-30
Reduce
Reduce
-0.55%
71.21 ($79.07) 85.78
$67.21
-15.00%
Reduce -39.54%
1,297,151
-848,358
MA
Mastercard Inc
2024-09-30
Reduce
Reduce
-0.46%
429.6 ($465.04) 500.99
$561.94
20.84%
Reduce -2.94%
3,920,592
-118,757
ORLY
O'Reilly Automotive Inc
2024-09-30
Reduce
Reduce
-0.34%
67.71 ($73.46) 77.31
$90.13
22.69%
Reduce -3.87%
13,785,975
-37,014
DBRG
DigitalBridge Group Inc
2024-09-30
Reduce
Reduce
-0.28%
11.18 ($13.27) 14.71
$10.35
-22.00%
Reduce -63.9%
1,315,076
-2,328,018
CCCS
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
2024-09-30
Add
Add
+0.26%
9.97 ($10.79) 11.33
$9.42
-12.70%
Add 36.67%
10,681,398
2,865,676
ROP
Roper Technologies Inc
2024-09-30
Reduce
Reduce
-0.22%
515.25 ($549.77) 576.55
$566.84
3.10%
Reduce -2.87%
1,499,429
-44,250
BN
Brookfield Corp
2024-09-30
Add
Add
+0.21%
40.93 ($47.34) 53.42
$61.85
30.65%
Add 2.56%
18,938,431
472,549
AMT
American Tower Corp
2024-09-30
Reduce
Reduce
-0.14%
192.27 ($221.73) 242.83
$221.02
-0.32%
Reduce -1.33%
6,052,532
-81,775
CSGP
CoStar Group Inc
2024-09-30
Add
Add
+0.10%
71.59 ($75.84) 79.61
$80.40
6.01%
Add 1.87%
8,934,093
163,670
SOPH
Sophia Genetics SA
2024-09-30
Add
Add
+0.01%
3.19 ($4.06) 4.8
$3.09
-23.89%
Add 16.51%
2,237,504
317,072
VRSK
Verisk Analytics Inc
2024-09-30
Reduce
Reduce
-0.01%
260.31 ($270.71) 285.99
$311.50
15.07%
Reduce -22.97%
12,378
-3,691
BRK.B
Berkshire Hathaway Inc
2024-09-30
Reduce
Reduce
0%
405.19 ($442.18) 478.57
$485.77
9.86%
Reduce -3.91%
15,274
-621
MA
Mastercard Inc
2024-06-30
Reduce
Reduce
-2.27%
441.1 ($455.54) 479.43
$561.94
23.36%
Reduce -12.38%
4,039,349
-570,943
ABNB
Airbnb Inc
2024-06-30
New Buy
New Buy
+1.25%
141.04 ($152.81) 165.42
$132.34
-13.40%
New holding
935,876
935,876
UBER
Uber Technologies Inc
2024-06-30
Sold Out
Sold Out
-1.13%
63.52 ($69.5) 77.16
$93.30
34.24%
Sold Out
0
-1,775,000
KKR
KKR & Co Inc
2024-06-30
Reduce
Reduce
-0.99%
92.62 ($101.81) 111.49
$133.03
30.66%
Reduce -8%
13,689,816
-1,189,735
CSGP
CoStar Group Inc
2024-06-30
Add
Add
+0.98%
72.73 ($84.75) 95.69
$80.40
-5.13%
Add 20.78%
8,770,423
1,508,797
MCO
Moody's Corporation
2024-06-30
Reduce
Reduce
-0.75%
370.33 ($397.85) 427.53
$501.59
26.08%
Reduce -5.21%
4,221,104
-231,863
SBAC
SBA Communications Corp
2024-06-30
Add
Add
+0.55%
186.12 ($197.81) 218.6
$234.79
18.69%
Add 176.81%
500,000
319,371
KMX
CarMax Inc
2024-06-30
Reduce
Reduce
-0.40%
67.21 ($72.06) 85.94
$67.21
-6.73%
Reduce -20.59%
2,145,509
-556,320
ORLY
O'Reilly Automotive Inc
2024-06-30
Reduce
Reduce
-0.30%
63.77 ($69.13) 76.01
$90.13
30.38%
Reduce -3.27%
14,341,185
-32,335
BN
Brookfield Corp
2024-06-30
Add
Add
+0.19%
38.58 ($41.78) 44.85
$61.85
48.04%
Add 2.83%
18,465,882
507,467
AMT
American Tower Corp
2024-06-30
Reduce
Reduce
-0.10%
171 ($186.91) 200.41
$221.02
18.25%
Reduce -1.02%
6,134,307
-63,518
CCCS
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
2024-06-30
Add
Add
+0.08%
10.55 ($11.38) 11.98
$9.42
-17.22%
Add 11.65%
7,815,722
815,722
DBRG
DigitalBridge Group Inc
2024-06-30
Reduce
Reduce
-0.07%
12.31 ($15.07) 19.36
$10.35
-31.32%
Reduce -11.34%
3,643,094
-465,911
SOPH
Sophia Genetics SA
2024-06-30
Add
Add
+0.07%
4.46 ($4.88) 5.55
$3.09
-36.68%
Add 567.51%
1,920,432
1,632,733
GSHD
Goosehead Insurance Inc
2024-06-30
Add
Add
+0.06%
53.16 ($60.01) 68.87
$105.49
75.79%
Add 50.25%
366,125
122,453
BAM
Brookfield Asset Management Ltd
2024-06-30
Sold Out
Sold Out
-0.02%
37.29 ($39.31) 41.97
$55.28
40.63%
Sold Out
0
-63,000
VRSK
Verisk Analytics Inc
2024-06-30
Reduce
Reduce
0%
217.96 ($244.72) 272.27
$311.50
27.29%
Reduce -7.25%
16,069
-1,256
BRK.B
Berkshire Hathaway Inc
2024-06-30
Reduce
Reduce
0%
396.73 ($408.62) 420.24
$485.77
18.88%
Reduce -3.61%
15,895
-595
ROP
Roper Technologies Inc
2024-06-30
Reduce
Reduce
0%
510.82 ($539.13) 563.66
$566.84
5.14%
Reduce -0.07%
1,543,679
-1,021
DLTR
Dollar Tree Inc
2024-06-30
Sold Out
Sold Out
0%
103.43 ($118.07) 135.91
$99.04
-16.12%
Sold Out
0
-2,229
MA
Mastercard Inc
2024-03-31
Reduce
Reduce
-1.62%
418.77 ($457.15) 488.64
$561.94
22.92%
Reduce -8.92%
4,610,292
-451,542
KKR
KKR & Co Inc
2024-03-31
Reduce
Reduce
-1.23%
79.89 ($91.97) 101.64
$133.03
44.64%
Reduce -10.62%
14,879,551
-1,768,668
BAM
Brookfield Asset Management Ltd
2024-03-31
Reduce
Reduce
-1.15%
37.84 ($40.43) 42.65
$55.28
36.73%
Reduce -98.18%
63,000
-3,392,966
UBER
Uber Technologies Inc
2024-03-31
New Buy
New Buy
+1.13%
57.58 ($71.78) 81.39
$93.30
29.98%
New holding
1,775,000
1,775,000
AMT
American Tower Corp
2024-03-31
Reduce
Reduce
-1.10%
186.68 ($199.18) 218.81
$221.02
10.96%
Reduce -8.92%
6,197,825
-606,774
MCO
Moody's Corporation
2024-03-31
Reduce
Reduce
-1.06%
366.48 ($385.58) 405.17
$501.59
30.09%
Reduce -6.78%
4,452,967
-323,973
CCCS
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
2024-03-31
New Buy
New Buy
+0.69%
10.67 ($11.41) 12.63
$9.42
-17.44%
New holding
7,000,000
7,000,000
V
Visa Inc
2024-03-31
Reduce
Reduce
-0.52%
257.98 ($276.09) 290.37
$355.05
28.60%
Reduce -6.75%
3,271,740
-237,000
ORLY
O'Reilly Automotive Inc
2024-03-31
Reduce
Reduce
-0.25%
61.69 ($69.94) 77.84
$90.13
28.87%
Reduce -3.08%
14,826,210
-31,450
ROP
Roper Technologies Inc
2024-03-31
Reduce
Reduce
-0.13%
523.07 ($545.6) 561.57
$566.84
3.89%
Reduce -1.78%
1,544,700
-27,992
DBRG
DigitalBridge Group Inc
2024-03-31
Reduce
Reduce
-0.04%
17.09 ($18.81) 20.71
$10.35
-44.98%
Reduce -6.66%
4,109,005
-293,215
DLTR
Dollar Tree Inc
2024-03-31
Reduce
Reduce
-0.03%
125.23 ($137.66) 150.02
$99.04
-28.05%
Reduce -89.76%
2,229
-19,542
BN
Brookfield Corp
2024-03-31
Reduce
Reduce
-0.03%
38.17 ($40.45) 42.33
$61.85
52.90%
Reduce -0.53%
17,958,415
-95,076
KMX
CarMax Inc
2024-03-31
Reduce
Reduce
-0.02%
67.45 ($75.64) 87.11
$67.21
-11.14%
Reduce -0.91%
2,701,829
-24,866
SOPH
Sophia Genetics SA
2024-03-31
New Buy
New Buy
+0.01%
4.21 ($4.82) 5.62
$3.09
-35.89%
New holding
287,699
287,699
BRK.B
Berkshire Hathaway Inc
2024-03-31
Reduce
Reduce
0%
359.29 ($393.34) 420.52
$485.77
23.50%
Reduce -0.42%
16,490
-70
CSGP
CoStar Group Inc
2024-03-31
Add
Add
0%
81.24 ($86.08) 97.73
$80.40
-6.60%
Add 0.08%
7,261,626
5,957
MA
Mastercard Inc
2023-12-31
Reduce
Reduce
-2.71%
364.08 ($401.73) 426.51
$561.94
39.88%
Reduce -13.48%
5,061,834
-788,927
V
Visa Inc
2023-12-31
Reduce
Reduce
-2.58%
228.81 ($246.48) 262.38
$355.05
44.05%
Reduce -26.92%
3,508,740
-1,292,214
MCO
Moody's Corporation
2023-12-31
Reduce
Reduce
-0.87%
301.97 ($347.54) 391.62
$501.59
44.33%
Reduce -6.24%
4,776,940
-317,706
VLTO
Veralto Corp
2023-12-31
Sold Out
Sold Out
-0.43%
67.51 ($74.66) 85.12
$100.95
35.21%
Sold Out
0
-591,799
SBAC
SBA Communications Corp
2023-12-31
New Buy
New Buy
+0.39%
189.44 ($224.52) 254.25
$234.79
4.57%
New holding
180,629
180,629
ORLY
O'Reilly Automotive Inc
2023-12-31
Reduce
Reduce
-0.28%
58.13 ($63.2) 66.39
$90.13
42.61%
Reduce -3.37%
15,297,960
-35,609
KKR
KKR & Co Inc
2023-12-31
Reduce
Reduce
-0.14%
54.1 ($67.71) 84.69
$133.03
96.47%
Reduce -1.55%
16,648,219
-262,388
AMT
American Tower Corp
2023-12-31
Add
Add
+0.07%
157.68 ($188.99) 217.16
$221.02
16.95%
Add 0.54%
6,804,599
36,375
BN
Brookfield Corp
2023-12-31
Reduce
Reduce
-0.02%
29.14 ($34.05) 40.74
$61.85
81.64%
Reduce -0.5%
18,053,491
-91,160
ROP
Roper Technologies Inc
2023-12-31
Reduce
Reduce
-0.01%
475.57 ($515.1) 550.77
$566.84
10.04%
Reduce -0.13%
1,572,692
-2,067
DBRG
DigitalBridge Group Inc
2023-12-31
Reduce
Reduce
-0.01%
14.6 ($16.46) 17.84
$10.35
-37.12%
Reduce -1.02%
4,402,220
-45,410
DLTR
Dollar Tree Inc
2023-12-31
Reduce
Reduce
-0.01%
103.64 ($118.4) 142.29
$99.04
-16.35%
Reduce -24.71%
21,771
-7,145
CSGP
CoStar Group Inc
2023-12-31
Add
Add
0%
70.58 ($80.94) 88.25
$80.40
-0.67%
Add 0.09%
7,255,669
6,443
BAM
Brookfield Asset Management Ltd
2023-12-31
Reduce
Reduce
0%
28.67 ($33.8) 40.43
$55.28
63.55%
Reduce -0.23%
3,455,966
-7,906
VRSK
Verisk Analytics Inc
2023-12-31
Reduce
Reduce
0%
222.25 ($236.72) 247.6
$311.50
31.59%
Reduce -7.03%
17,325
-1,310
BRK.B
Berkshire Hathaway Inc
2023-12-31
Reduce
Reduce
0%
331.71 ($350.99) 362.68
$485.77
38.40%
Reduce -3.21%
16,560
-550
KMX
CarMax Inc
2023-12-31
Reduce
Reduce
0%
60.39 ($67.22) 78.55
$67.21
-0.01%
Reduce -0.25%
2,726,695
-6,767
ADBE
Adobe Inc
2023-09-30
Sold Out
Sold Out
-4.33%
481.29 ($524.63) 564.88
$386.88
-26.26%
Sold Out
0
-1,064,081
KKR
KKR & Co Inc
2023-09-30
Add
Add
+0.90%
53.91 ($60.73) 64.46
$133.03
119.05%
Add 11.01%
16,910,607
1,676,739
MCO
Moody's Corporation
2023-09-30
Reduce
Reduce
-0.54%
314.51 ($340.16) 361.7
$501.59
47.46%
Reduce -3.53%
5,094,646
-186,577
ORLY
O'Reilly Automotive Inc
2023-09-30
Reduce
Reduce
-0.46%
60.59 ($62.73) 64.62
$90.13
43.68%
Reduce -5.23%
15,832,095
-58,280
ROP
Roper Technologies Inc
2023-09-30
Reduce
Reduce
-0.32%
475.65 ($490.09) 504.15
$566.84
15.66%
Reduce -4.88%
1,574,759
-80,866
100/Page
Total 112

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