Akre Capital Management as of Dec. 31, 2019
Portfolio Holdings for Akre Capital Management
Akre Capital Management holds 25 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Reit (AMT) | 15.1 | $1.7B | 7.2M | 229.82 | |
| MasterCard Incorporated (MA) | 14.6 | $1.6B | 5.3M | 298.59 | |
| Moody's Corporation (MCO) | 12.4 | $1.3B | 5.7M | 237.41 | |
| Visa (V) | 8.4 | $918M | 4.9M | 187.90 | |
| O'reilly Automotive (ORLY) | 7.6 | $827M | 1.9M | 438.26 | |
| Sba Communications Corp (SBAC) | 5.5 | $594M | 2.5M | 240.99 | |
| CarMax (KMX) | 5.4 | $592M | 6.7M | 87.67 | |
| Markel Corporation (MKL) | 5.4 | $586M | 513k | 1143.17 | |
| Roper Industries (ROP) | 5.1 | $555M | 1.6M | 354.23 | |
| Dollar Tree (DLTR) | 4.4 | $478M | 5.1M | 94.05 | |
| Verisk Analytics (VRSK) | 3.5 | $380M | 2.5M | 149.34 | |
| Kkr & Co (KKR) | 3.4 | $372M | 13M | 29.17 | |
| Brookfield Asset Management | 3.3 | $361M | 6.3M | 57.80 | |
| Danaher Corporation (DHR) | 2.3 | $254M | 1.7M | 153.48 | |
| CoStar (CSGP) | 1.4 | $150M | 250k | 598.30 | |
| Alarm Com Hldgs (ALRM) | 0.6 | $69M | 1.6M | 42.97 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $65M | 285k | 226.50 | |
| Ansys (ANSS) | 0.4 | $42M | 164k | 257.41 | |
| Primo Water Corporation | 0.3 | $36M | 3.2M | 11.22 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $14M | 42.00 | 339595.24 | |
| Goosehead Ins (GSHD) | 0.1 | $7.3M | 172k | 42.40 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $7.0M | 106k | 65.31 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $4.3M | 49k | 89.26 | |
| Descartes Sys Grp (DSGX) | 0.0 | $2.1M | 50k | 42.72 | |
| Colony Cap Inc New cl a | 0.0 | $47k | 10k | 4.70 |
