Akre Capital Management LLC
Chuck Akre · As of Q4 2023 · filed Feb 9, 2024
| MA MASTERCARD INC - A | 18.2% | Reduced −13.5% | 5,061,834 | $2.16B |
| MCO MOODY'S CORP | 15.7% | Reduced −6.2% | 4,776,940 | $1.87B |
| AMT AMERICAN TOWER CORP | 12.4% | Added +0.5% | 6,804,599 | $1.47B |
| KKR KKR & CO INC | 11.6% | Reduced −1.6% | 16,648,219 | $1.38B |
| ORLY O'REILLY AUTOMOTIVE INC | 8.2% | Reduced −3.4% | 1,019,864 | $969.0M |
| V VISA INC-CLASS A SHARES | 7.7% | Reduced −26.9% | 3,508,740 | $913.5M |
| ROP ROPER TECHNOLOGIES INC | 7.2% | Reduced −0.1% | 1,572,692 | $857.4M |
| BN BROOKFIELD CORP | 6.1% | Reduced −0.5% | 18,053,491 | $724.3M |
| CSGP COSTAR GROUP INC | 5.3% | Added +0.1% | 7,255,669 | $634.1M |
| DHR DANAHER CORP | 3.5% | Held | 1,775,400 | $410.7M |
| KMX CARMAX INC | 1.8% | Reduced −0.2% | 2,726,695 | $209.2M |
| BAM BROOKFIELD ASSET MGMT-A | 1.2% | Reduced −0.2% | 3,455,966 | $138.8M |
| DBRG DIGITALBRIDGE GROUP INC | 0.6% | Reduced −1.0% | 4,402,220 | $77.2M |
| SBAC SBA COMMUNICATIONS CORP | 0.4% | New | 180,629 | $45.8M |
| GSHD GOOSEHEAD INSURANCE INC -A | 0.2% | Held | 243,672 | $18.5M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 0.0% | Reduced −3.2% | 16,560 | $5.9M |
| VRSK VERISK ANALYTICS INC | 0.0% | Reduced −7.0% | 17,325 | $4.1M |
| DLTR DOLLAR TREE INC | 0.0% | Reduced −24.7% | 21,771 | $3.1M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MA CALL MASTERCARD INC - A | 10,000 | $623.5M |
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.