Akre Buys 85.7% More Copart, 52.7% More CCC; Exits Verisk
Akre Capital Management increased its Copart Inc stake by 85.71% to 7.87 million shares worth $308.0M and raised its CCC Intelligent Solutions holding by 52.65% to 24.84 million shares valued at $197.5M. The firm sold all 8,279 Verisk Analytics shares and reduced ten other positions including O’Reilly Automotive.
1. Q4 2025 Filing Overview
Akre Capital Management filed its fourth-quarter 2025 13F showing strategic adjustments across its equity portfolio, targeting above-average returns with controlled risk under its 'three-legged stool' philosophy.
2. Significant Stake Increases
The fund boosted its Copart position by 85.71%, adding 3.63 million shares to reach 7.87 million shares valued at $308.0M, and raised its CCC Intelligent Solutions stake by 52.65%, acquiring 8.57 million shares for $197.5M.
3. Complete Exit of Verisk Analytics
Akre Capital sold all 8,279 shares of Verisk Analytics, removing the 0.02% portfolio weighting to reallocate capital toward higher conviction holdings.
4. Reductions Across Other Holdings
The firm trimmed ten positions, most notably cutting its stake in O’Reilly Automotive as part of a broader rebalancing aimed at portfolio optimization.