https://holdlens.com/investor/chuck-akre Every 13F move by Chuck Akre (Akre Capital Management) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Tue, 19 May 2026 21:00:43 GMT https://holdlens.com/signal/MA https://holdlens.com/investor/chuck-akre#2026-Q1-MA-trim-0 Chuck Akre (Akre Capital Management) trimmed MA (MASTERCARD INCORPORATED) in Q1 2026 · 18.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/BN https://holdlens.com/investor/chuck-akre#2026-Q1-BN-trim-1 Chuck Akre (Akre Capital Management) trimmed BN (BROOKFIELD CORP) in Q1 2026 · 11.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/KKR https://holdlens.com/investor/chuck-akre#2026-Q1-KKR-trim-2 Chuck Akre (Akre Capital Management) trimmed KKR (KKR & CO L P DEL) in Q1 2026 · 10.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/MCO https://holdlens.com/investor/chuck-akre#2026-Q1-MCO-trim-3 Chuck Akre (Akre Capital Management) trimmed MCO (MOODYS CORP) in Q1 2026 · 8.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/V https://holdlens.com/investor/chuck-akre#2026-Q1-V-trim-4 Chuck Akre (Akre Capital Management) trimmed V (VISA INC) in Q1 2026 · 8.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ROP https://holdlens.com/investor/chuck-akre#2026-Q1-ROP-add-5 Chuck Akre (Akre Capital Management) added ROP (ROPER TECHNOLOGIES INC) in Q1 2026 · 7.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/CSGP https://holdlens.com/investor/chuck-akre#2026-Q1-CSGP-add-6 Chuck Akre (Akre Capital Management) added CSGP (COSTAR GROUP INC) in Q1 2026 · 6.8% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/FICO https://holdlens.com/investor/chuck-akre#2026-Q1-FICO-add-7 Chuck Akre (Akre Capital Management) added FICO (FAIR ISAAC CORP) in Q1 2026 · 6.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/ORLY https://holdlens.com/investor/chuck-akre#2026-Q1-ORLY-trim-8 Chuck Akre (Akre Capital Management) trimmed ORLY (OREILLY AUTOMOTIVE INC) in Q1 2026 · 5.8% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ABNB https://holdlens.com/investor/chuck-akre#2026-Q1-ABNB-trim-9 Chuck Akre (Akre Capital Management) trimmed ABNB (AIRBNB INC) in Q1 2026 · 4.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/CCCS https://holdlens.com/investor/chuck-akre#2026-Q1-CCCS-add-10 Chuck Akre (Akre Capital Management) added CCCS (CCC INTELLIGENT SOLUTIONS HL) in Q1 2026 · 3.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/CRM https://holdlens.com/investor/chuck-akre#2026-Q1-CRM-new-11 Chuck Akre (Akre Capital Management) new position CRM (SALESFORCE INC) in Q1 2026 · 2.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/NOW https://holdlens.com/investor/chuck-akre#2026-Q1-NOW-new-12 Chuck Akre (Akre Capital Management) new position NOW (SERVICENOW INC) in Q1 2026 · 1.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/GSHD https://holdlens.com/investor/chuck-akre#2026-Q1-GSHD-add-13 Chuck Akre (Akre Capital Management) added GSHD (GOOSEHEAD INS INC) in Q1 2026 · 0.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/AMT https://holdlens.com/investor/chuck-akre#2026-Q1-AMT-trim-14 Chuck Akre (Akre Capital Management) trimmed AMT (AMERICAN TOWER CORP NEW) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/BRK.B https://holdlens.com/investor/chuck-akre#2026-Q1-BRK.B-trim-15 Chuck Akre (Akre Capital Management) trimmed BRK.B (BERKSHIRE HATHAWAY INC DEL) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/DHR https://holdlens.com/investor/chuck-akre#2026-Q1-DHR-exit-16 Chuck Akre (Akre Capital Management) exited DHR (DANAHER CORPORATION) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/CARG https://holdlens.com/investor/chuck-akre#2026-Q1-CARG-exit-17 Chuck Akre (Akre Capital Management) exited CARG (CARMAX INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/MA https://holdlens.com/investor/chuck-akre#2025-Q4-MA-add-18 Chuck Akre (Akre Capital Management) added MA in Q4 2025 · 17.8% of portfolio. Adding to Mastercard — long-time core. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/META https://holdlens.com/investor/chuck-akre#2025-Q4-META-trim-19 Chuck Akre (Akre Capital Management) trimmed META in Q4 2025 · 3.1% of portfolio. Trimming META exposure. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/BN https://holdlens.com/investor/chuck-akre#2025-Q4-BN-add-20 Chuck Akre (Akre Capital Management) added BN (BROOKFIELD CORP) in Q4 2025 · 13.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/KKR https://holdlens.com/investor/chuck-akre#2025-Q4-KKR-trim-21 Chuck Akre (Akre Capital Management) trimmed KKR (KKR & CO L P DEL) in Q4 2025 · 11.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/V https://holdlens.com/investor/chuck-akre#2025-Q4-V-trim-22 Chuck Akre (Akre Capital Management) trimmed V (VISA INC) in Q4 2025 · 10.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/MCO https://holdlens.com/investor/chuck-akre#2025-Q4-MCO-trim-23 Chuck Akre (Akre Capital Management) trimmed MCO (MOODYS CORP) in Q4 2025 · 9.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/ORLY https://holdlens.com/investor/chuck-akre#2025-Q4-ORLY-trim-24 Chuck Akre (Akre Capital Management) trimmed ORLY (OREILLY AUTOMOTIVE INC) in Q4 2025 · 6.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/FICO https://holdlens.com/investor/chuck-akre#2025-Q4-FICO-add-25 Chuck Akre (Akre Capital Management) added FICO (FAIR ISAAC CORP) in Q4 2025 · 5.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/CPRT https://holdlens.com/investor/chuck-akre#2025-Q4-CPRT-add-26 Chuck Akre (Akre Capital Management) added CPRT (COPART INC) in Q4 2025 · 3.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/CCCS https://holdlens.com/investor/chuck-akre#2025-Q4-CCCS-add-27 Chuck Akre (Akre Capital Management) added CCCS (CCC INTELLIGENT SOLUTIONS HL) in Q4 2025 · 2.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/AMT https://holdlens.com/investor/chuck-akre#2025-Q4-AMT-trim-28 Chuck Akre (Akre Capital Management) trimmed AMT (AMERICAN TOWER CORP NEW) in Q4 2025 · 0.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/DHR https://holdlens.com/investor/chuck-akre#2025-Q4-DHR-trim-29 Chuck Akre (Akre Capital Management) trimmed DHR (DANAHER CORPORATION) in Q4 2025 · 0.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/BRK.B https://holdlens.com/investor/chuck-akre#2025-Q4-BRK.B-trim-30 Chuck Akre (Akre Capital Management) trimmed BRK.B (BERKSHIRE HATHAWAY INC DEL) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/VRSK https://holdlens.com/investor/chuck-akre#2025-Q4-VRSK-exit-31 Chuck Akre (Akre Capital Management) exited VRSK (VERISK ANALYTICS INC) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/MA https://holdlens.com/investor/chuck-akre#2025-Q3-MA-add-32 Chuck Akre (Akre Capital Management) added MA in Q3 2025 · 17.4% of portfolio. Akre core position add. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/MCO https://holdlens.com/investor/chuck-akre#2025-Q3-MCO-trim-33 Chuck Akre (Akre Capital Management) trimmed MCO (MOODYS CORP) in Q3 2025 · 10.1% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/V https://holdlens.com/investor/chuck-akre#2025-Q3-V-trim-34 Chuck Akre (Akre Capital Management) trimmed V (VISA INC) in Q3 2025 · 10.1% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/ORLY https://holdlens.com/investor/chuck-akre#2025-Q3-ORLY-trim-35 Chuck Akre (Akre Capital Management) trimmed ORLY (OREILLY AUTOMOTIVE INC) in Q3 2025 · 9.3% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/ROP https://holdlens.com/investor/chuck-akre#2025-Q3-ROP-trim-36 Chuck Akre (Akre Capital Management) trimmed ROP (ROPER TECHNOLOGIES INC) in Q3 2025 · 5.8% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/FICO https://holdlens.com/investor/chuck-akre#2025-Q3-FICO-add-37 Chuck Akre (Akre Capital Management) added FICO (FAIR ISAAC CORP) in Q3 2025 · 3.9% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/CPRT https://holdlens.com/investor/chuck-akre#2025-Q3-CPRT-add-38 Chuck Akre (Akre Capital Management) added CPRT (COPART INC) in Q3 2025 · 1.9% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/DHR https://holdlens.com/investor/chuck-akre#2025-Q3-DHR-trim-39 Chuck Akre (Akre Capital Management) trimmed DHR (DANAHER CORPORATION) in Q3 2025 · 1.7% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim