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Akre Capital Management

Akre Capital Management, LLC

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.

Shares Held
Asset Size
% Top 10
29
$12.73B
88.63%
Latest2025Q2
Top BuysCCCS (US)
Top SellsORLY (US)

Latest Changes

Indicators
Latest (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
12.73B
12.60B
+1.03%
Shares Held
29
27
+7.41%
Buys
5
3
+66.67%
Sells
10
14
-28.57%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
14.55%
-35.79K
$1.85B
$1.85B
3.30M
2025-06-30
Constellation Software Ord Shs (CA)
CSU
12.97%
-6.50K
$1.65B
--
458.50K
2025-04-30
9.34%
+125.27K
$1.19B
$1.19B
19.22M
2025-06-30
9.25%
0.00
$1.18B
$1.18B
8.85M
2025-06-30
9.09%
-130.03K
$1.16B
$1.16B
2.31M
2025-06-30
8.86%
0.00
$1.13B
$1.13B
3.18M
2025-06-30
6.67%
-3.55M
$848.19M
$848.19M
9.41M
2025-06-30
6.41%
-9.72K
$815.95M
$815.95M
1.44M
2025-06-30
5.88%
-4.36K
$748.46M
$748.46M
9.31M
2025-06-30
10
Topicus com Ord Shs (CA)
TOI
5.61%
0.00
$713.82M
$12.24M
5.97M
2025-04-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Sell
-3.55M
-27.30%
9.41M
$848.19M
2025-06-30
Sell
-1.67M
-64.60%
915.25K
$202.29M
2025-06-30
Buy
+1.58M
+9.60%
14.77M
$138.99M
2025-06-30
Buy
+1.48M
+28.40%
3.72M
$11.53M
2025-06-30
New
+1.20M
+50.00%
1.20M
$58.88M
2025-06-30
Buy
+555.51K
+13.70%
3.47M
$459.65M
2025-06-30
Exit
-164.74K
-100.00%
0.00
$0.00
2025-06-30
Sell
-130.03K
-5.30%
2.31M
$1.16B
2025-06-30
Buy
+125.27K
+0.60%
19.22M
$1.19B
2025-06-30
Sell
-54.67K
-26.60%
150.60K
$10.12M
2025-06-30

Holding Performance

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