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Free — 5 of 16

Data as of Q4 2025

All position changes for AKRE CAPITAL MANAGEMENT LLC. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	MA Mastercard Inc	Decreased	3M	-4.8%	$1.7B	18.8%	0
2025-Q4	BN BROOKFIELD CORP	Increased	26.8M	+39.7%	$1.2B	13.5%	85
2025-Q4	KKR KKR & Co Inc	Decreased	8.1M	-7.0%	$1B	11.3%	0
2025-Q4	V Visa Inc	Decreased	2.7M	-10.0%	$938.7M	10.3%	0
2025-Q4	MCO Moody's Corp	Decreased	1.7M	-18.1%	$886.4M	9.7%	0
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