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SEC filer: AKRE CAPITAL MANAGEMENT LLC · quarter ending 2026-03-31 · filed 2026-05-14 · $6.13B across 20 reported positions
| BROOKFIELD CORP | TRIMMED | 26,843,633 → 17,027,077 sh | $542.8M |
| V | TRIMMED | 2,676,628 → 1,638,798 sh | $443.4M |
| MOODYS CORP | TRIMMED | 1,735,231 → 1,246,114 sh | $342.8M |
| OREILLY AUTOMOTIVE INC | TRIMMED | 6,719,819 → 3,885,813 sh | $254.2M |
| ABNB | TRIMMED | 3,473,243 → 2,034,473 sh | $214.5M |
| CRM | NEW POSITION | 0 → 717,799 sh | $134.0M |
| NOW | NEW POSITION | 0 → 1,096,099 sh | $114.6M |
| FICO | ADDED | 277,445 → 363,765 sh | $80.7M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATEDno ticker match — as filed | 18.6% | $1.14B | 2,281,106 | SHARES |
| 2 | BROOKFIELD CORPno ticker match — as filed | 11.2% | $689.1M | 17,027,077 | SHARES |
| 3 | KKR & CO L P DELno ticker match — as filed | 10.1% | $621.4M | 6,718,078 | SHARES |
| 4 | MOODYS CORPno ticker match — as filed | 8.9% | $543.6M | 1,246,114 | SHARES |
| 5 | VVISA INC | 8.1% | $495.3M | 1,638,798 | SHARES |
| 6 | ROPROPER TECHNOLOGIES INC | 7.3% | $444.9M | 1,257,232 | SHARES |
| 7 | CSGPCOSTAR GROUP INC |
| $417.4M |
| 10,348,273 |
| SHARES |
| 8 | FICOFAIR ISAAC CORP | 6.3% | $388.3M | 363,765 | SHARES |
| 9 | OREILLY AUTOMOTIVE INCno ticker match — as filed | 5.8% | $358.7M | 3,885,813 | SHARES |
| 10 | CPRTCOPART INC | 4.3% | $265.6M | 7,998,938 | SHARES |
| 11 | ABNBAIRBNB INC | 4.2% | $256.9M | 2,034,473 | SHARES |
| 12 | CCC INTELLIGENT SOLUTIONS HLno ticker match — as filed | 3.1% | $189.1M | 31,513,070 | SHARES |
| 13 | CRMSALESFORCE INC | 2.2% | $134.0M | 717,799 | SHARES |
| 14 | NOWSERVICENOW INC | 1.9% | $114.6M | 1,096,099 | SHARES |
| 15 | GOOSEHEAD INS INCno ticker match — as filed | 0.3% | $18.9M | 443,385 | SHARES |
| 16 | CRMSALESFORCE INC | 0.3% | $18.7M | 100,000 | CALL |
| 17 | SOPHSOPHIA GENETICS SA | 0.3% | $18.4M | 3,719,140 | SHARES |
| 18 | AMERICAN TOWER CORP NEWno ticker match — as filed | 0.1% | $8.8M | 50,772 | SHARES |
| 19 | PRMPERIMETER SOLUTIONS INC | 0.1% | $6.1M | 250,000 | SHARES |
| 20 | BERKSHIRE HATHAWAY INC DELno ticker match — as filed | 0.1% | $5.0M | 10,339 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.