Akre Capital Management LLC
Chuck Akre · As of Q4 2019 · filed Feb 14, 2020
| AMT AMERICAN TOWER CORP | 15.1% | Reduced −0.0% | 7,186,212 | $1.65B |
| MA MASTERCARD INC - A | 14.6% | Reduced −0.0% | 5,326,849 | $1.59B |
| MCO MOODY'S CORP | 12.4% | Reduced −0.0% | 5,681,643 | $1.35B |
| V VISA INC-CLASS A SHARES | 8.4% | Held | 4,887,270 | $918.3M |
| ORLY O'REILLY AUTOMOTIVE INC | 7.6% | Reduced −0.0% | 1,886,926 | $827.0M |
| SBAC SBA COMMUNICATIONS CORP | 5.4% | Held | 2,465,000 | $594.0M |
| KMX CARMAX INC | 5.4% | Added +7.4% | 6,747,651 | $591.6M |
| MKL MARKEL GROUP INC | 5.4% | Reduced −0.0% | 512,764 | $586.2M |
| ROP ROPER TECHNOLOGIES INC | 5.1% | Reduced −0.0% | 1,567,132 | $555.1M |
| DLTR DOLLAR TREE INC | 4.4% | Reduced −0.0% | 5,084,880 | $478.2M |
| VRSK VERISK ANALYTICS INC | 3.5% | Reduced −0.0% | 2,544,142 | $379.9M |
| KKR KKR & CO INC | 3.4% | Held | 12,754,820 | $372.1M |
| BROOKFIELD ASSET MGMT INC | 3.3% | Added +17.4% | 6,250,000 | $361.3M |
| DHR DANAHER CORP | 2.3% | Held | 1,655,300 | $254.1M |
| CSGP COSTAR GROUP INC | 1.4% | New | 250,000 | $149.6M |
| ALRM ALARM.COM HOLDINGS INC | 0.6% | Added +17.5% | 1,607,502 | $69.1M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 0.6% | Reduced −0.4% | 285,342 | $64.6M |
| AKX ANSYS INC | 0.4% | New | 163,740 | $42.1M |
| PRMWUSD PRIMO WATER CORP | 0.3% | Added +5.4% | 3,222,200 | $36.2M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 0.1% | Held | 42 | $14.3M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.1% | Added +69.6% | 172,168 | $7.3M |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 0.1% | Added +6.4% | 106,437 | $7.0M |
| LAMR LAMAR ADVERTISING CO-A | 0.0% | Held | 48,530 | $4.3M |
| DSGX DESCARTES SYSTEMS GRP | 0.0% | Held | 50,000 | $2.1M |
| CLNSEUR COLONY CAPITAL INC | 0.0% | Held | 10,000 | $47K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| 48R ENSTAR GROUP LTD | 2,890 | $549K |
| BOC BOSTON OMAHA CORP-CL A | 21,483 | $426K |
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.