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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
20
$5.12B
87.58%
Latest2026Q2
Top Buys22160N109 (US)
Top SellsBN (US)

Stock Trading

All

Buys

Sells

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Brookfield Corp (US)
BN
Sell
-4.91M
-28.80%
12.12M
$516.19M
2026-06-30
KKR & Co Inc (US)
KKR
Sell
-1.74M
-25.80%
4.98M
$457.20M
2026-06-30
O'Reilly Automotive Inc (US)
ORLY
Sell
-1.72M
-44.40%
2.16M
$199.08M
2026-06-30
4
CCC Intelligent Solutions Holdings Ord Shs (US)
CCC
Sell
-1.65M
-5.20%
29.86M
$154.07M
2026-06-30
5
CoStar Group Ord Shs (US) (US)
22160N109
Buy
+1.35M
+13.10%
11.70M
$331.33M
2026-06-30
6
Airbnb Inc (US)
ABNB
Sell
-850.72K
-41.80%
1.18M
$169.39M
2026-06-30
7
Visa Inc (US)
V
Sell
-527.92K
-32.20%
1.11M
$381.13M
2026-06-30
8
Mastercard Inc (US)
MA
Sell
-291.20K
-12.80%
1.99M
$1.02B
2026-06-30
9
ServiceNow Inc (US)
NOW
Buy
+150.00K
+13.70%
1.25M
$123.71M
2026-06-30
10
Moody's Corp (US)
MCO
Sell
-89.22K
-7.20%
1.16M
$523.98M
2026-06-30
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