Akre Capital Management LLC
Chuck Akre · As of Q2 2020 · filed Aug 11, 2020
| AMT AMERICAN TOWER CORP | 13.7% | Reduced −0.1% | 7,037,939 | $1.82B |
| MA MASTERCARD INC - A | 13.1% | Added +1.7% | 5,883,862 | $1.74B |
| MCO MOODY'S CORP | 11.7% | Reduced −0.0% | 5,636,344 | $1.55B |
| V VISA INC-CLASS A SHARES | 7.6% | Held | 5,243,370 | $1.01B |
| ORLY O'REILLY AUTOMOTIVE INC | 5.9% | Reduced −0.1% | 1,841,899 | $776.7M |
| SBAC SBA COMMUNICATIONS CORP | 5.5% | Held | 2,465,000 | $734.4M |
| KMX CARMAX INC | 5.5% | Reduced −0.4% | 8,154,026 | $730.2M |
| CSGP COSTAR GROUP INC | 5.1% | Added +118.0% | 955,353 | $678.9M |
| ROP ROPER TECHNOLOGIES INC | 5.1% | Added +1.7% | 1,734,754 | $673.5M |
| ADBE ADOBE INC | 3.7% | Held | 1,140,000 | $496.3M |
| KKR KKR & CO INC | 3.4% | Added +3.8% | 14,721,857 | $454.6M |
| MKL MARKEL GROUP INC | 3.4% | Reduced −1.4% | 490,388 | $452.7M |
| DLTR DOLLAR TREE INC | 3.2% | Reduced −0.1% | 4,549,586 | $421.7M |
| VRSK VERISK ANALYTICS INC | 3.1% | Reduced −0.0% | 2,448,048 | $416.7M |
| BROOKFIELD ASSET MGMT INC | 2.9% | Added +59.9% | 11,502,025 | $378.4M |
| DHR DANAHER CORP | 2.2% | Held | 1,655,300 | $292.7M |
| LYV LIVE NATION ENTERTAINMENT IN | 1.9% | Added +1.9% | 5,587,638 | $247.7M |
| AKX ANSYS INC | 1.3% | Added +30.1% | 609,764 | $177.9M |
| ALRM ALARM.COM HOLDINGS INC | 0.9% | Added +0.8% | 1,784,870 | $115.7M |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 0.4% | Held | 500,000 | $48.8M |
| BCBUSD PRIMO WATER CORP | 0.1% | Reduced −31.1% | 1,088,678 | $15.0M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.1% | Added +9.6% | 188,672 | $14.2M |
| DSGX DESCARTES SYSTEMS GRP | 0.1% | Held | 207,300 | $11.0M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 0.1% | Reduced −1.5% | 46,506 | $8.3M |
| CLNSEUR COLONY CAPITAL INC | 0.0% | Added +0.1% | 1,500,000 | $3.6M |
| LAMR LAMAR ADVERTISING CO-A | 0.0% | Held | 48,530 | $3.2M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 0.0% | Held | 3 | $802K |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.0% | Held | 7,500 | $643K |
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.