Akre Capital Management LLC
Chuck Akre · As of Q4 2020 · filed Feb 10, 2021
| MA MASTERCARD INC - A | 14.2% | Reduced −0.0% | 5,880,205 | $2.10B |
| MCO MOODY'S CORP | 11.0% | Reduced −0.0% | 5,632,705 | $1.63B |
| AMT AMERICAN TOWER CORP | 10.8% | Added +1.4% | 7,130,558 | $1.60B |
| V VISA INC-CLASS A SHARES | 7.7% | Reduced −0.0% | 5,242,558 | $1.15B |
| CSGP COSTAR GROUP INC | 6.0% | Added +0.7% | 965,961 | $892.8M |
| ORLY O'REILLY AUTOMOTIVE INC | 5.6% | Reduced −0.0% | 1,839,744 | $832.6M |
| ROP ROPER TECHNOLOGIES INC | 5.6% | Reduced −0.0% | 1,913,007 | $824.7M |
| KMX CARMAX INC | 4.8% | Reduced −0.0% | 7,479,242 | $706.5M |
| SBAC SBA COMMUNICATIONS CORP | 4.7% | Held | 2,465,000 | $695.5M |
| KKR KKR & CO INC | 4.0% | Reduced −0.0% | 14,726,448 | $596.3M |
| ADBE ADOBE INC | 3.9% | Held | 1,140,000 | $570.1M |
| BROOKFIELD ASSET MGMT INC | 3.6% | Reduced −3.7% | 13,040,575 | $538.2M |
| VRSK VERISK ANALYTICS INC | 3.4% | Held | 2,450,461 | $508.7M |
| DLTR DOLLAR TREE INC | 3.3% | Reduced −0.0% | 4,526,552 | $489.0M |
| LYV LIVE NATION ENTERTAINMENT IN | 2.7% | Held | 5,469,400 | $401.9M |
| DHR DANAHER CORP | 2.5% | Held | 1,655,300 | $367.7M |
| MKL MARKEL GROUP INC | 2.2% | Reduced −34.5% | 310,600 | $320.9M |
| AKX ANSYS INC | 1.5% | Held | 609,764 | $221.8M |
| ALRM ALARM.COM HOLDINGS INC | 1.4% | Held | 1,981,858 | $205.0M |
| CLNSEUR COLONY CAPITAL INC | 0.3% | Held | 10,704,800 | $51.5M |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 0.3% | Held | 500,000 | $40.9M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.2% | Held | 243,366 | $30.4M |
| DSGX DESCARTES SYSTEMS GRP | 0.1% | Held | 207,300 | $12.1M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 0.0% | Held | 18,614 | $4.3M |
| LAMR LAMAR ADVERTISING CO-A | 0.0% | Held | 48,530 | $4.0M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 0.0% | Held | 3 | $1.0M |
| BCBUSD PRIMO WATER CORP | 0.0% | Reduced −94.7% | 29,899 | $469K |
| TTD TRADE DESK INC -CLASS A | 0.0% | Held | 445 | $356K |
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.