StockDriftsStockDriftsTop 18 Akre Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 18.64% | 2.28M | $1.14B | -24.10%(-724.17K) | $74.06(+561.56%) | 2026-03-31 | |
| BN | BROOKFIELD CORP | 11.27% | 17.03M | $689.1M | -36.57%(-9.82M) | $22.14(+114.65%) | 2026-03-31 | |
| MCO | MOODYS CORP | 8.89% | 1.25M | $543.6M | -28.19%(-489.12K) | $73.57(+488.10%) | 2026-03-31 | |
| V | VISA INC | 8.1% | 1.64M | $495.3M | -38.77%(-1.04M) | $55.69(+479.11%) | 2026-03-31 | |
| ROP | ROPER TECHNOLOGIES INC | 7.27% | 1.26M | $444.9M | +13.76%(+152.08K) | $215.92(+47.25%) | 2026-03-31 | |
| CSGP | COSTAR GROUP INC | 6.83% | 10.35M | $417.4M | +7.59%(+730.47K) | $67.04(-52.49%) | 2026-03-31 | |
| FICO | FAIR ISAAC CORP | 6.35% | 363.8K | $388.3M | +31.11%(+86.32K) | $1596.18(-32.53%) | 2026-03-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 5.87% | 3.89M | $358.7M | -42.17%(-2.83M) | $9.84(+811.38%) | 2026-03-31 | |
| CPRT | COPART INC | 4.34% | 8.00M | $265.6M | +1.66%(+130.97K) | $45.35(-28.01%) | 2026-03-31 | |
| ABNB | AIRBNB INC | 4.2% | 2.03M | $256.9M | -41.42%(-1.44M) | $141.26(-5.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.88% | +25.57% |
| Top 20 Holdings Unweighted | +3.54% | +11.00% |
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