Akre Capital Management as of March 31, 2018
Portfolio Holdings for Akre Capital Management
Akre Capital Management holds 24 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Reit (AMT) | 13.5 | $1.0B | 7.1M | 145.34 | |
| MasterCard Incorporated (MA) | 12.2 | $932M | 5.3M | 175.16 | |
| Moody's Corporation (MCO) | 12.0 | $917M | 5.7M | 161.30 | |
| Markel Corporation (MKL) | 7.9 | $601M | 513k | 1170.25 | |
| Visa (V) | 7.7 | $585M | 4.9M | 119.62 | |
| O'reilly Automotive (ORLY) | 6.2 | $469M | 1.9M | 247.38 | |
| Dollar Tree (DLTR) | 6.0 | $459M | 4.8M | 94.90 | |
| Roper Industries (ROP) | 5.7 | $437M | 1.6M | 280.69 | |
| SBA Communications Corporation | 5.5 | $421M | 2.5M | 170.92 | |
| CarMax (KMX) | 4.2 | $320M | 5.2M | 61.94 | |
| Enstar Group (ESGR) | 3.9 | $295M | 1.4M | 210.25 | |
| Verisk Analytics (VRSK) | 3.5 | $267M | 2.6M | 104.00 | |
| Ubiquiti Networks | 2.4 | $184M | 2.7M | 68.80 | |
| TD Ameritrade Holding | 2.3 | $177M | 3.0M | 59.23 | |
| Danaher Corporation (DHR) | 2.1 | $162M | 1.7M | 97.91 | |
| LKQ Corporation (LKQ) | 1.6 | $120M | 3.2M | 37.95 | |
| KKR & Co | 1.3 | $97M | 4.8M | 20.30 | |
| Berkshire Hathaway (BRK.B) | 0.8 | $57M | 288k | 199.48 | |
| Diamond Hill Investment (DHIL) | 0.4 | $30M | 146k | 206.56 | |
| Primo Water Corporation | 0.3 | $22M | 1.9M | 11.71 | |
| Alarm Com Hldgs (ALRM) | 0.2 | $18M | 484k | 37.74 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $13M | 42.00 | 299095.24 | |
| Boston Omaha (BOC) | 0.1 | $7.7M | 350k | 21.86 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $3.1M | 49k | 63.65 |
