Akre Capital Management LLC
Chuck Akre · As of Q1 2024 · filed May 23, 2024
| MA MASTERCARD INC - A | 18.4% | Added +82.2% | 9,220,584 | $4.44B |
| MCO MOODY'S CORP | 14.5% | Added +86.4% | 8,905,934 | $3.50B |
| KKR KKR & CO INC | 12.4% | Added +78.8% | 29,759,102 | $2.99B |
| AMT AMERICAN TOWER CORP | 10.1% | Added +82.2% | 12,395,650 | $2.45B |
| ORLY O'REILLY AUTOMOTIVE INC | 9.2% | Added +93.8% | 1,976,828 | $2.23B |
| V VISA INC-CLASS A SHARES | 7.6% | Added +86.5% | 6,543,480 | $1.83B |
| ROP ROPER TECHNOLOGIES INC | 7.2% | Added +96.4% | 3,089,400 | $1.73B |
| BN BROOKFIELD CORP | 6.2% | Added +98.9% | 35,916,830 | $1.50B |
| CSGP COSTAR GROUP INC | 5.8% | Added +100.2% | 14,523,252 | $1.40B |
| DHR DANAHER CORP | 3.7% | Added +100.0% | 3,550,800 | $886.7M |
| KMX CARMAX INC | 1.9% | Added +98.2% | 5,403,658 | $470.7M |
| UBER UBER TECHNOLOGIES INC | 1.1% | New | 3,550,000 | $273.3M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 0.7% | New | 14,000,000 | $167.4M |
| DBRG DIGITALBRIDGE GROUP INC | 0.7% | Added +86.7% | 8,218,010 | $158.4M |
| SBAC SBA COMMUNICATIONS CORP | 0.3% | Added +100.0% | 361,258 | $78.3M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.1% | Added +100.0% | 487,344 | $32.5M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 0.1% | Added +99.2% | 32,980 | $13.9M |
| VRSK VERISK ANALYTICS INC | 0.0% | Added +100.0% | 34,650 | $8.2M |
| BAM BROOKFIELD ASSET MGMT-A | 0.0% | Reduced −96.4% | 126,000 | $5.3M |
| SOPH SOPHIA GENETICS SA | 0.0% | New | 287,699 | $1.4M |
| DLTR DOLLAR TREE INC | 0.0% | Reduced −79.5% | 4,458 | $594K |
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.