Portfolio (Quarterly) Guide ↗

AKRE CAPITAL MANAGEMENT LLC

· CIK 0001112520

13F Portfolio $6.1B AUM 20 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 6 Added 9 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DHR	DANAHER CORPORATION	Healthcare	69,516	$15.9M	0.17%	SOLD
2	KMX	CARMAX INC	Consumer Cyclical	150,600	$5.8M	0.06%	SOLD

Sector Allocation

Financial Services 52.6%

Technology 15.1%

Industrials 13.0%

Consumer Cyclical 11.2%

Real Estate 7.8%

Healthcare 0.3%