Akre Capital Management LLC
Chuck Akre · As of Q2 2019 · filed Aug 13, 2019
| AMT AMERICAN TOWER CORP | 14.9% | Reduced −0.0% | 7,186,528 | $1.47B |
| MA MASTERCARD INC - A | 14.3% | Reduced −0.0% | 5,327,599 | $1.41B |
| MCO MOODY'S CORP | 11.3% | Reduced −0.0% | 5,682,156 | $1.11B |
| V VISA INC-CLASS A SHARES | 8.6% | Held | 4,887,270 | $848.2M |
| ORLY O'REILLY AUTOMOTIVE INC | 7.1% | Reduced −0.0% | 1,887,238 | $697.0M |
| ROP ROPER TECHNOLOGIES INC | 5.8% | Reduced −0.0% | 1,567,314 | $574.0M |
| MKL MARKEL GROUP INC | 5.7% | Reduced −0.0% | 513,062 | $559.0M |
| SBA COMMUNICATIONS CORP | 5.6% | Held | 2,465,000 | $554.2M |
| DLTR DOLLAR TREE INC | 5.5% | Reduced −0.0% | 5,086,395 | $546.2M |
| KMX CARMAX INC | 5.4% | Held | 6,077,981 | $527.8M |
| VRSK VERISK ANALYTICS INC | 3.8% | Reduced −0.0% | 2,543,662 | $372.5M |
| KKR KKR & CO INC | 3.3% | Held | 12,753,600 | $322.3M |
| UBNTEUR UBIQUITI NETWORKS INC | 2.8% | Reduced −21.2% | 2,111,375 | $277.6M |
| DHR DANAHER CORP | 2.4% | Held | 1,655,300 | $236.6M |
| AMT TD AMERITRADE HOLDING CORP | 1.7% | Held | 3,350,000 | $167.2M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 0.6% | Reduced −0.0% | 286,129 | $61.0M |
| PRMWUSD PRIMO WATER CORP | 0.4% | Added +6.7% | 3,049,100 | $37.5M |
| ALRM ALARM.COM HOLDINGS INC | 0.3% | Held | 600,770 | $32.1M |
| 48R ENSTAR GROUP LTD | 0.2% | Reduced −70.1% | 136,400 | $23.8M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 0.1% | Held | 42 | $13.4M |
| BVE DIAMOND HILL INVESTMENT GRP | 0.1% | Held | 56,694 | $8.0M |
| BOC BOSTON OMAHA CORP-CL A | 0.1% | Held | 242,396 | $5.6M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.0% | Added +164.8% | 101,490 | $4.9M |
| LAMR LAMAR ADVERTISING CO-A | 0.0% | Held | 48,530 | $3.9M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| 2JE FOCUS FINANCIAL PARTNERS-A | 2,970,000 | $105.9M |
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.