Akre Capital Management as of Dec. 31, 2018
Portfolio Holdings for Akre Capital Management
Akre Capital Management holds 25 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Reit (AMT) | 14.2 | $1.1B | 7.1M | 158.19 | |
| MasterCard Incorporated (MA) | 12.7 | $1.0B | 5.3M | 188.65 | |
| Moody's Corporation (MCO) | 10.1 | $796M | 5.7M | 140.04 | |
| O'reilly Automotive (ORLY) | 8.2 | $650M | 1.9M | 344.33 | |
| Visa (V) | 8.2 | $645M | 4.9M | 131.94 | |
| Markel Corporation (MKL) | 6.7 | $533M | 513k | 1038.05 | |
| Dollar Tree (DLTR) | 5.8 | $459M | 5.1M | 90.32 | |
| Roper Industries (ROP) | 5.3 | $418M | 1.6M | 266.52 | |
| SBA Communications Corporation | 5.0 | $399M | 2.5M | 161.89 | |
| CarMax (KMX) | 4.6 | $362M | 5.8M | 62.73 | |
| Verisk Analytics (VRSK) | 3.5 | $277M | 2.5M | 109.04 | |
| Ubiquiti Networks | 3.4 | $266M | 2.7M | 99.41 | |
| Kkr & Co (KKR) | 3.1 | $248M | 13M | 19.63 | |
| Danaher Corporation (DHR) | 2.2 | $171M | 1.7M | 103.12 | |
| TD Ameritrade Holding | 2.1 | $164M | 3.4M | 48.96 | |
| Enstar Group (ESGR) | 1.9 | $150M | 894k | 167.57 | |
| Focus Finl Partners | 1.0 | $78M | 3.0M | 26.33 | |
| Berkshire Hathaway (BRK.B) | 0.7 | $58M | 286k | 204.18 | |
| Primo Water Corporation | 0.5 | $40M | 2.8M | 14.01 | |
| Alarm Com Hldgs (ALRM) | 0.4 | $31M | 601k | 51.87 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $13M | 42.00 | 306000.00 | |
| Diamond Hill Investment (DHIL) | 0.1 | $9.8M | 66k | 149.45 | |
| Boston Omaha (BOC) | 0.1 | $5.7M | 242k | 23.40 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $3.4M | 49k | 69.17 | |
| Goosehead Ins (GSHD) | 0.0 | $311k | 12k | 26.29 |
