Akre Capital Management LLC
Chuck Akre · As of Q1 2023 · filed May 12, 2023
| MA MASTERCARD INC - A | 18.8% | Added +0.1% | 5,869,459 | $2.13B |
| MCO MOODY'S CORP | 15.4% | Held | 5,703,785 | $1.75B |
| AMT AMERICAN TOWER CORP | 12.6% | Added +0.1% | 6,998,698 | $1.43B |
| V VISA INC-CLASS A SHARES | 9.8% | Held | 4,922,138 | $1.11B |
| ORLY O'REILLY AUTOMOTIVE INC | 8.8% | Reduced −0.0% | 1,182,168 | $1.00B |
| KKR KKR & CO INC | 7.0% | Added +0.5% | 15,176,368 | $797.1M |
| ROP ROPER TECHNOLOGIES INC | 6.4% | Held | 1,655,625 | $729.6M |
| BN BROOKFIELD CORP | 5.2% | Added +4.7% | 18,186,754 | $592.7M |
| CSGP COSTAR GROUP INC | 4.3% | Held | 7,111,430 | $489.6M |
| ADBE ADOBE INC | 4.1% | Reduced −3.3% | 1,199,081 | $462.1M |
| DHR DANAHER CORP | 4.0% | Held | 1,788,200 | $450.7M |
| KMX CARMAX INC | 1.8% | Reduced −41.4% | 3,098,466 | $199.2M |
| BAM BROOKFIELD ASSET MGMT-A | 1.1% | Held | 3,691,684 | $120.8M |
| DBRG DIGITALBRIDGE GROUP INC | 0.5% | Added +2.9% | 5,134,535 | $61.6M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.1% | Held | 243,672 | $12.7M |
| GOOG CALL ALPHABET INC-CL C | 0.1% | Held | 100,000 | $10.4M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 0.0% | Held | 17,114 | $5.3M |
| DLTR DOLLAR TREE INC | 0.0% | Reduced −0.5% | 30,296 | $4.3M |
| VRSK VERISK ANALYTICS INC | 0.0% | Held | 18,976 | $3.6M |
| MA CALL MASTERCARD INC - A | 0.0% | Held | 10,000 | $3.6M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ALRM ALARM.COM HOLDINGS INC | 263,939 | $13.1M |
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.