Akre Capital Management LLC
Chuck Akre · As of Q3 2024 · filed Nov 13, 2024
| MA MASTERCARD INC - A | 16.1% | Reduced −2.9% | 3,920,592 | $1.94B |
| MCO MOODY'S CORP | 13.3% | Reduced −20.3% | 3,362,880 | $1.60B |
| KKR KKR & CO INC | 12.4% | Reduced −16.8% | 11,393,836 | $1.49B |
| AMT AMERICAN TOWER CORP | 11.7% | Reduced −1.3% | 6,052,532 | $1.41B |
| ORLY O'REILLY AUTOMOTIVE INC | 8.8% | Reduced −3.9% | 919,065 | $1.06B |
| BN BROOKFIELD CORP | 8.4% | Added +2.6% | 18,938,431 | $1.01B |
| V VISA INC-CLASS A SHARES | 7.5% | Held | 3,271,740 | $899.6M |
| ROP ROPER TECHNOLOGIES INC | 6.9% | Reduced −2.9% | 1,499,429 | $834.3M |
| CSGP COSTAR GROUP INC | 5.6% | Added +1.9% | 8,934,093 | $674.0M |
| DHR DANAHER CORP | 4.1% | Held | 1,775,400 | $493.6M |
| ABNB AIRBNB INC-CLASS A | 2.8% | Added +183.1% | 2,649,398 | $336.0M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 1.0% | Added +36.7% | 10,681,398 | $118.0M |
| KMX CARMAX INC | 0.8% | Reduced −39.5% | 1,297,151 | $100.4M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.3% | Held | 366,125 | $32.7M |
| DBRG DIGITALBRIDGE GROUP INC | 0.2% | Reduced −63.9% | 1,315,076 | $18.6M |
| SOPH SOPHIA GENETICS SA | 0.1% | Added +16.5% | 2,237,504 | $8.2M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 0.1% | Reduced −3.9% | 15,274 | $7.0M |
| VRSK VERISK ANALYTICS INC | 0.0% | Reduced −23.0% | 12,378 | $3.3M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SBAC SBA COMMUNICATIONS CORP | 500,000 | $98.2M |
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.