Akre Capital Management as of Dec. 31, 2002
Portfolio Holdings for Akre Capital Management
Akre Capital Management holds 30 positions in its portfolio as reported in the December 2002 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Penn National Gaming (PENN) | 21.8 | $21M | 1.3M | 15.86 | |
| Markel Corporation (MKL) | 21.1 | $21M | 100k | 205.49 | |
| American Tower Corporation | 12.0 | $12M | 3.3M | 3.53 | |
| Intl. Speedway B | 10.9 | $11M | 286k | 37.00 | |
| Alliance Gaming/agi | 5.2 | $5.1M | 304k | 16.83 | |
| Hollywood Casino | 5.2 | $5.1M | 412k | 12.28 | |
| Americredit Corp. | 2.8 | $2.7M | 350k | 7.74 | |
| Scientific Games (LNW) | 2.0 | $2.0M | 273k | 7.26 | |
| Multimedia Games | 2.0 | $1.9M | 70k | 27.45 | |
| Shuffle Master | 1.9 | $1.8M | 96k | 19.11 | |
| International Speedway Corporation | 1.8 | $1.8M | 48k | 37.28 | |
| MICROS Systems | 1.5 | $1.5M | 66k | 22.42 | |
| Monarch Casino & Resort (MCRI) | 1.4 | $1.3M | 96k | 13.73 | |
| Dover Downs Gaming & Entertainment | 1.2 | $1.2M | 131k | 9.08 | |
| Ii-vi | 1.1 | $1.1M | 69k | 16.06 | |
| Dover Motorsports | 1.1 | $1.0M | 226k | 4.65 | |
| Balchem Corporation (BCPC) | 1.0 | $972k | 40k | 24.30 | |
| CarMax (KMX) | 0.9 | $885k | 50k | 17.87 | |
| D.R. Horton (DHI) | 0.7 | $694k | 40k | 17.35 | |
| Churchill Downs (CHDN) | 0.7 | $677k | 18k | 38.17 | |
| Penn Virginia Corporation | 0.6 | $545k | 15k | 36.33 | |
| Kaneb Services/ksl | 0.6 | $550k | 30k | 18.33 | |
| Amc Entertainment | 0.5 | $531k | 60k | 8.85 | |
| International Game Technology | 0.4 | $380k | 5.0k | 76.00 | |
| First Data Corp | 0.4 | $354k | 10k | 35.40 | |
| Corus Bankshares | 0.3 | $306k | 7.0k | 43.71 | |
| Mark West Hydro/mwp | 0.3 | $299k | 53k | 5.70 | |
| Magna Entertainment Corp/meca | 0.3 | $297k | 48k | 6.20 | |
| Airnet Systems | 0.2 | $197k | 40k | 4.91 | |
| Pds Gaming | 0.1 | $119k | 107k | 1.12 |
