Akre Capital Management LLC
Chuck Akre · As of Q1 2022 · filed May 13, 2022
| MA MASTERCARD INC - A | 14.3% | Reduced −0.1% | 5,855,151 | $2.09B |
| MCO MOODY'S CORP | 13.0% | Added +0.7% | 5,659,712 | $1.91B |
| AMT AMERICAN TOWER CORP | 12.0% | Reduced −0.2% | 6,998,377 | $1.76B |
| V VISA INC-CLASS A SHARES | 7.9% | Held | 5,244,738 | $1.16B |
| ORLY O'REILLY AUTOMOTIVE INC | 7.4% | Reduced −0.1% | 1,577,141 | $1.08B |
| KKR KKR & CO INC | 5.9% | Added +0.9% | 14,865,320 | $869.2M |
| ROP ROPER TECHNOLOGIES INC | 5.3% | Reduced −0.1% | 1,660,730 | $784.2M |
| BROOKFIELD ASSET MGMT INC | 5.1% | Reduced −0.0% | 13,127,694 | $742.6M |
| ADBE ADOBE INC | 4.9% | Added +2.4% | 1,567,090 | $714.0M |
| KMX CARMAX INC | 4.8% | Added +0.7% | 7,339,952 | $708.2M |
| CSGP COSTAR GROUP INC | 4.4% | Reduced −1.0% | 9,668,180 | $644.0M |
| CRM SALESFORCE INC | 4.1% | Added +1.3% | 2,837,210 | $602.4M |
| VRSK VERISK ANALYTICS INC | 3.6% | Reduced −0.0% | 2,444,286 | $524.6M |
| DHR DANAHER CORP | 3.3% | Held | 1,655,300 | $485.5M |
| MA CALL MASTERCARD INC - A | 1.5% | Held | 10,000 | $219.0M |
| AKX ANSYS INC | 1.3% | Held | 609,764 | $193.7M |
| CLNSEUR DIGITALBRIDGE GROUP INC | 0.5% | Held | 10,504,800 | $75.6M |
| ALRM ALARM.COM HOLDINGS INC | 0.4% | Reduced −51.0% | 968,939 | $64.4M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.2% | Held | 293,366 | $23.1M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 0.0% | Reduced −6.2% | 16,414 | $5.8M |
| DLTR DOLLAR TREE INC | 0.0% | Reduced −98.8% | 32,427 | $5.2M |
| TDUP THREDUP INC - CLASS A | 0.0% | Held | 22,500 | $173K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SBAC SBA COMMUNICATIONS CORP | 1,547,180 | $601.9M |
| AMT CALL AMERICAN TOWER CORP | 6,500 | $414.7M |
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.