Akre Capital Management as of March 31, 2019
Portfolio Holdings for Akre Capital Management
Akre Capital Management holds 25 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Reit (AMT) | 14.9 | $1.4B | 7.2M | 197.06 | |
| MasterCard Incorporated (MA) | 13.2 | $1.3B | 5.3M | 235.45 | |
| Moody's Corporation (MCO) | 10.9 | $1.0B | 5.7M | 181.09 | |
| Visa (V) | 8.1 | $763M | 4.9M | 156.19 | |
| O'reilly Automotive (ORLY) | 7.7 | $733M | 1.9M | 388.30 | |
| Roper Industries (ROP) | 5.7 | $536M | 1.6M | 341.97 | |
| Dollar Tree (DLTR) | 5.6 | $534M | 5.1M | 105.04 | |
| Markel Corporation (MKL) | 5.4 | $511M | 513k | 996.24 | |
| SBA Communications Corporation | 5.2 | $492M | 2.5M | 199.66 | |
| CarMax (KMX) | 4.5 | $424M | 6.1M | 69.80 | |
| Ubiquiti Networks | 4.2 | $401M | 2.7M | 149.71 | |
| Verisk Analytics (VRSK) | 3.6 | $338M | 2.5M | 133.00 | |
| Kkr & Co (KKR) | 3.2 | $300M | 13M | 23.49 | |
| Danaher Corporation (DHR) | 2.3 | $219M | 1.7M | 132.02 | |
| TD Ameritrade Holding | 1.8 | $168M | 3.4M | 49.99 | |
| Focus Finl Partners | 1.1 | $106M | 3.0M | 35.64 | |
| Enstar Group (ESGR) | 0.8 | $79M | 455k | 174.00 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $58M | 286k | 200.89 | |
| Primo Water Corporation | 0.5 | $44M | 2.9M | 15.46 | |
| Alarm Com Hldgs (ALRM) | 0.4 | $39M | 601k | 64.90 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $13M | 42.00 | 301214.29 | |
| Diamond Hill Investment (DHIL) | 0.1 | $7.9M | 57k | 140.00 | |
| Boston Omaha (BOC) | 0.1 | $6.0M | 242k | 24.94 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $3.8M | 49k | 79.25 | |
| Goosehead Ins (GSHD) | 0.0 | $1.1M | 38k | 27.89 |
