Akre Capital Management LLC
Chuck Akre · As of Q3 2018 · filed Nov 14, 2018
| MA MASTERCARD INC - A | 13.8% | Reduced −0.0% | 5,327,165 | $1.19B |
| AMT AMERICAN TOWER CORP | 12.0% | Reduced −0.0% | 7,068,048 | $1.03B |
| MCO MOODY'S CORP | 11.1% | Reduced −0.0% | 5,681,621 | $950.0M |
| V VISA INC-CLASS A SHARES | 8.6% | Held | 4,887,270 | $733.5M |
| ORLY O'REILLY AUTOMOTIVE INC | 7.7% | Reduced −0.1% | 1,887,307 | $655.5M |
| MKL MARKEL GROUP INC | 7.1% | Reduced −0.1% | 513,090 | $609.8M |
| ROP ROPER TECHNOLOGIES INC | 5.4% | Reduced −0.0% | 1,559,194 | $461.8M |
| DLTR DOLLAR TREE INC | 4.8% | Added +1.1% | 5,086,035 | $414.8M |
| SBA COMMUNICATIONS CORP | 4.6% | Held | 2,465,000 | $396.0M |
| KMX CARMAX INC | 4.6% | Held | 5,254,491 | $392.4M |
| VRSK VERISK ANALYTICS INC | 3.6% | Reduced −0.0% | 2,543,442 | $306.6M |
| KKR KKR & CO INC | 3.2% | Held | 10,000,000 | $272.7M |
| UBNTEUR UBIQUITI NETWORKS INC | 3.1% | Held | 2,680,000 | $264.9M |
| 48R ENSTAR GROUP LTD | 2.8% | Reduced −11.2% | 1,169,714 | $243.9M |
| DHR DANAHER CORP | 2.1% | Held | 1,655,300 | $179.9M |
| AMT TD AMERITRADE HOLDING CORP | 1.8% | Held | 2,967,500 | $156.8M |
| 2JE FOCUS FINANCIAL PARTNERS-A | 1.5% | New | 2,750,000 | $130.5M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 0.7% | Reduced −0.2% | 286,076 | $61.3M |
| PRMWUSD PRIMO WATER CORP | 0.6% | Held | 2,843,220 | $51.3M |
| ALRM ALARM.COM HOLDINGS INC | 0.4% | Held | 600,770 | $34.5M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 0.2% | Held | 42 | $13.4M |
| BVE DIAMOND HILL INVESTMENT GRP | 0.1% | Held | 65,848 | $10.9M |
| BOC BOSTON OMAHA CORP-CL A | 0.1% | Reduced −24.6% | 263,834 | $7.9M |
| LAMR LAMAR ADVERTISING CO-A | 0.0% | Held | 48,530 | $3.8M |
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.