Akre Capital Management as of March 31, 2008
Portfolio Holdings for Akre Capital Management
Akre Capital Management holds 42 positions in its portfolio as reported in the March 2008 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Corporation | 18.8 | $318M | 8.1M | 39.21 | |
| Penn National Gaming (PENN) | 18.5 | $313M | 7.2M | 43.73 | |
| Markel Corporation (MKL) | 10.8 | $183M | 415k | 439.97 | |
| 99 Cents Only Stores | 5.5 | $94M | 9.5M | 9.89 | |
| CarMax (KMX) | 5.3 | $91M | 4.7M | 19.42 | |
| Lamar Advertising Company | 5.2 | $88M | 2.4M | 35.93 | |
| Bally Technologies | 4.8 | $82M | 2.4M | 34.34 | |
| O'Reilly Automotive | 4.2 | $71M | 2.5M | 28.52 | |
| Csk Auto Corp | 2.5 | $43M | 4.6M | 9.31 | |
| Enstar Group (ESGR) | 2.1 | $35M | 315k | 111.27 | |
| Americredit Corp. | 2.0 | $35M | 3.4M | 10.07 | |
| Pool Corporation (POOL) | 1.9 | $33M | 1.7M | 18.89 | |
| Monarch Casino & Resort (MCRI) | 1.6 | $27M | 1.5M | 17.71 | |
| AES Corporation (AES) | 1.4 | $24M | 1.5M | 16.67 | |
| Pinnacle Entertainment | 1.4 | $23M | 1.8M | 12.80 | |
| MarkWest Energy Partners | 1.4 | $23M | 758k | 30.84 | |
| Flagstone Reinsurance Hldgs | 1.3 | $22M | 1.8M | 12.10 | |
| Simpson Manufacturing (SSD) | 1.3 | $22M | 795k | 27.18 | |
| Knight Transportation | 1.0 | $17M | 1.1M | 16.46 | |
| Hilb Rogal & Hobbs | 1.0 | $17M | 553k | 31.47 | |
| American Woodmark Corporation (AMWD) | 1.0 | $17M | 830k | 20.56 | |
| Berkshire Hathaway (BRK.A) | 1.0 | $17M | 127.00 | 133401.57 | |
| Dynamex | 0.9 | $15M | 599k | 25.30 | |
| Toll Brothers (TOL) | 0.8 | $14M | 600k | 23.48 | |
| Berkshire Hathaway Inc. Class B | 0.6 | $9.9M | 2.2k | 4472.85 | |
| Penn Virginia Corporation | 0.6 | $9.3M | 212k | 44.09 | |
| Iron Mountain Incorporated | 0.5 | $9.1M | 344k | 26.44 | |
| Hilltop Holdings (HTH) | 0.4 | $6.3M | 604k | 10.40 | |
| Encore Capital (ECPG) | 0.3 | $4.8M | 700k | 6.80 | |
| Isle of Capri Casinos | 0.3 | $4.5M | 628k | 7.15 | |
| Wells Fargo & Company (WFC) | 0.3 | $4.4M | 152k | 29.10 | |
| HFF | 0.3 | $4.4M | 882k | 5.01 | |
| Lehman Brothers Holdings | 0.2 | $3.8M | 100k | 37.64 | |
| Federal Home Loan Mortgage (FMCC) | 0.2 | $3.2M | 126k | 25.32 | |
| White River Capital | 0.2 | $3.1M | 191k | 16.10 | |
| Dover Motorsports | 0.1 | $2.4M | 396k | 6.16 | |
| International Game Technology | 0.1 | $2.3M | 56k | 40.22 | |
| CSX Corporation (CSX) | 0.1 | $1.1M | 19k | 56.07 | |
| Goldman Sachs (GS) | 0.0 | $704k | 4.3k | 165.45 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $665k | 7.9k | 84.57 | |
| International Speedway Corporation | 0.0 | $759k | 18k | 41.21 | |
| Entertainment Properties Trust | 0.0 | $365k | 7.4k | 49.32 |
