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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)

Sector Allocation

Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Software & IT Services
Investment Banking & Investment Services
Professional & Commercial Services
Specialty Retailers
Healthcare Equipment & Supplies
Textiles & Apparel
Insurance
Diversified Retail
Other

Holdings

2025Q2
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
14.55%
-35.79K
$1.85B
$1.85B
3.30M
Software & IT Services
2025-06-30
Constellation Software Ord Shs (CA)
CSU
12.97%
-6.50K
$1.65B
--
458.50K
Software & IT Services
2025-04-30
9.34%
+125.27K
$1.19B
$1.19B
19.22M
Investment Banking & Investment Services
2025-06-30
9.25%
0.00
$1.18B
$1.18B
8.85M
Investment Banking & Investment Services
2025-06-30
9.09%
-130.03K
$1.16B
$1.16B
2.31M
Professional & Commercial Services
2025-06-30
8.86%
0.00
$1.13B
$1.13B
3.18M
Software & IT Services
2025-06-30
6.67%
-3.55M
$848.19M
$848.19M
9.41M
Specialty Retailers
2025-06-30
6.41%
-9.72K
$815.95M
$815.95M
1.44M
Software & IT Services
2025-06-30
5.88%
-4.36K
$748.46M
$748.46M
9.31M
Software & IT Services
2025-06-30
10
Topicus com Ord Shs (CA)
TOI
5.61%
0.00
$713.82M
$12.24M
5.97M
Software & IT Services
2025-04-30
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