Akre Capital Management LLC
Chuck Akre · As of Q4 2018 · filed Feb 14, 2019
| AMT AMERICAN TOWER CORP | 14.2% | Reduced −0.0% | 7,067,428 | $1.12B |
| MA MASTERCARD INC - A | 12.7% | Reduced −0.0% | 5,327,015 | $1.00B |
| MCO MOODY'S CORP | 10.1% | Added +0.0% | 5,681,771 | $795.7M |
| ORLY O'REILLY AUTOMOTIVE INC | 8.2% | Reduced −0.0% | 1,887,165 | $649.8M |
| V VISA INC-CLASS A SHARES | 8.2% | Held | 4,887,270 | $644.8M |
| MKL MARKEL GROUP INC | 6.7% | Reduced −0.0% | 513,070 | $532.6M |
| DLTR DOLLAR TREE INC | 5.8% | Reduced −0.0% | 5,085,935 | $459.4M |
| ROP ROPER TECHNOLOGIES INC | 5.3% | Added +0.5% | 1,567,164 | $417.7M |
| SBA COMMUNICATIONS CORP | 5.1% | Held | 2,465,000 | $399.1M |
| KMX CARMAX INC | 4.6% | Added +9.9% | 5,777,181 | $362.4M |
| VRSK VERISK ANALYTICS INC | 3.5% | Held | 2,543,442 | $277.3M |
| UBNTEUR UBIQUITI NETWORKS INC | 3.4% | Held | 2,680,000 | $266.4M |
| KKR KKR & CO INC | 3.1% | Added +26.5% | 12,652,100 | $248.4M |
| DHR DANAHER CORP | 2.2% | Held | 1,655,300 | $170.7M |
| AMT TD AMERITRADE HOLDING CORP | 2.1% | Added +12.9% | 3,350,000 | $164.0M |
| 48R ENSTAR GROUP LTD | 1.9% | Reduced −23.6% | 894,216 | $149.8M |
| 2JE FOCUS FINANCIAL PARTNERS-A | 1.0% | Added +8.0% | 2,970,000 | $78.2M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 0.7% | Reduced −0.0% | 286,046 | $58.4M |
| PRMWUSD PRIMO WATER CORP | 0.5% | Added +0.1% | 2,845,220 | $39.9M |
| ALRM ALARM.COM HOLDINGS INC | 0.4% | Held | 600,770 | $31.2M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 0.2% | Held | 42 | $12.9M |
| BVE DIAMOND HILL INVESTMENT GRP | 0.1% | Held | 65,848 | $9.8M |
| BOC BOSTON OMAHA CORP-CL A | 0.1% | Reduced −8.1% | 242,396 | $5.7M |
| LAMR LAMAR ADVERTISING CO-A | 0.0% | Held | 48,530 | $3.4M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.0% | New | 11,831 | $311K |
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.