Akre Capital Management LLC
Chuck Akre · As of Q4 2021 · filed Feb 11, 2022
| MCO MOODY'S CORP | 12.3% | Added +0.0% | 5,621,097 | $2.20B |
| MA MASTERCARD INC - A | 11.8% | Added +0.0% | 5,861,191 | $2.11B |
| AMT AMERICAN TOWER CORP | 11.4% | Added +0.0% | 7,009,097 | $2.05B |
| V VISA INC-CLASS A SHARES | 6.3% | Held | 5,244,738 | $1.14B |
| ORLY O'REILLY AUTOMOTIVE INC | 6.2% | Added +0.0% | 1,579,281 | $1.12B |
| KKR KKR & CO INC | 6.1% | Added +0.0% | 14,730,660 | $1.10B |
| KMX CARMAX INC | 5.3% | Added +2.5% | 7,290,172 | $949.4M |
| ADBE ADOBE INC | 4.8% | Added +0.0% | 1,530,090 | $867.7M |
| ROP ROPER TECHNOLOGIES INC | 4.6% | Added +0.0% | 1,663,070 | $818.0M |
| BROOKFIELD ASSET MGMT INC | 4.4% | Added +0.0% | 13,127,979 | $792.7M |
| CSGP COSTAR GROUP INC | 4.3% | Added +0.0% | 9,764,350 | $771.7M |
| CRM SALESFORCE INC | 4.0% | Held | 2,800,000 | $711.6M |
| SBAC SBA COMMUNICATIONS CORP | 3.4% | Reduced −19.8% | 1,547,180 | $601.9M |
| VRSK VERISK ANALYTICS INC | 3.1% | Added +0.0% | 2,445,001 | $559.2M |
| DHR DANAHER CORP | 3.0% | Held | 1,655,300 | $544.6M |
| AMT CALL AMERICAN TOWER CORP | 2.3% | Held | 6,500 | $414.7M |
| DLTR DOLLAR TREE INC | 2.1% | Reduced −26.0% | 2,652,191 | $372.7M |
| MA CALL MASTERCARD INC - A | 1.5% | Held | 10,000 | $271.9M |
| AKX ANSYS INC | 1.4% | Held | 609,764 | $244.6M |
| ALRM ALARM.COM HOLDINGS INC | 0.9% | Held | 1,978,658 | $167.8M |
| CLNSEUR DIGITALBRIDGE GROUP INC | 0.5% | Held | 10,504,800 | $87.5M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.2% | Held | 293,366 | $38.2M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 0.0% | Held | 17,504 | $5.2M |
| TDUP THREDUP INC - CLASS A | 0.0% | Held | 22,500 | $287K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 500,000 | $30.1M |
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.