Akre Capital Management LLC
Chuck Akre · As of Q1 2019 · filed May 13, 2019
| AMT AMERICAN TOWER CORP | 14.9% | Added +1.7% | 7,186,828 | $1.42B |
| MA MASTERCARD INC - A | 13.2% | Added +0.0% | 5,327,915 | $1.25B |
| MCO MOODY'S CORP | 10.9% | Added +0.0% | 5,682,371 | $1.03B |
| V VISA INC-CLASS A SHARES | 8.1% | Held | 4,887,270 | $763.3M |
| ORLY O'REILLY AUTOMOTIVE INC | 7.7% | Added +0.0% | 1,887,335 | $732.9M |
| ROP ROPER TECHNOLOGIES INC | 5.7% | Added +0.0% | 1,567,399 | $536.0M |
| DLTR DOLLAR TREE INC | 5.6% | Added +0.0% | 5,086,615 | $534.3M |
| MKL MARKEL GROUP INC | 5.4% | Added +0.0% | 513,130 | $511.2M |
| SBA COMMUNICATIONS CORP | 5.2% | Held | 2,465,000 | $492.2M |
| KMX CARMAX INC | 4.5% | Added +5.2% | 6,077,981 | $424.2M |
| UBNTEUR UBIQUITI NETWORKS INC | 4.2% | Held | 2,680,000 | $401.2M |
| VRSK VERISK ANALYTICS INC | 3.6% | Added +0.0% | 2,543,775 | $338.3M |
| KKR KKR & CO INC | 3.2% | Added +0.8% | 12,753,600 | $299.6M |
| DHR DANAHER CORP | 2.3% | Held | 1,655,300 | $218.5M |
| AMT TD AMERITRADE HOLDING CORP | 1.8% | Held | 3,350,000 | $167.5M |
| 2JE FOCUS FINANCIAL PARTNERS-A | 1.1% | Held | 2,970,000 | $105.9M |
| 48R ENSTAR GROUP LTD | 0.8% | Reduced −49.1% | 455,447 | $79.2M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 0.6% | Added +0.1% | 286,246 | $57.5M |
| PRMWUSD PRIMO WATER CORP | 0.5% | Added +0.5% | 2,858,679 | $44.2M |
| ALRM ALARM.COM HOLDINGS INC | 0.4% | Held | 600,770 | $39.0M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 0.1% | Held | 42 | $12.7M |
| BVE DIAMOND HILL INVESTMENT GRP | 0.1% | Reduced −13.9% | 56,694 | $7.9M |
| BOC BOSTON OMAHA CORP-CL A | 0.1% | Held | 242,396 | $6.0M |
| LAMR LAMAR ADVERTISING CO-A | 0.0% | Held | 48,530 | $3.8M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.0% | Added +224.0% | 38,331 | $1.1M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.