Akre Capital Management as of Sept. 30, 2008
Portfolio Holdings for Akre Capital Management
Akre Capital Management holds 31 positions in its portfolio as reported in the September 2008 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Corporation | 15.7 | $191M | 5.3M | 35.97 | |
| Penn National Gaming (PENN) | 15.3 | $185M | 7.0M | 26.57 | |
| Markel Corporation (MKL) | 11.7 | $142M | 403k | 351.50 | |
| O'Reilly Automotive | 7.3 | $88M | 3.3M | 26.77 | |
| 99 Cents Only Stores | 7.1 | $86M | 7.9M | 10.97 | |
| Lamar Advertising Company | 6.3 | $77M | 2.5M | 30.89 | |
| Bally Technologies | 5.8 | $70M | 2.3M | 30.28 | |
| CarMax (KMX) | 5.4 | $66M | 4.7M | 14.00 | |
| Enstar Group (ESGR) | 4.9 | $59M | 609k | 97.36 | |
| Pool Corporation (POOL) | 3.3 | $40M | 1.7M | 23.33 | |
| Americredit Corp. | 2.7 | $33M | 3.2M | 10.13 | |
| Simpson Manufacturing (SSD) | 1.7 | $21M | 766k | 27.09 | |
| American Woodmark Corporation (AMWD) | 1.5 | $18M | 800k | 22.45 | |
| Dynamex | 1.4 | $17M | 599k | 28.46 | |
| Flagstone Reinsurance Hldgs | 1.4 | $17M | 1.7M | 10.27 | |
| Monarch Casino & Resort (MCRI) | 1.3 | $16M | 1.4M | 11.39 | |
| Pinnacle Entertainment | 1.3 | $16M | 2.1M | 7.56 | |
| Berkshire Hathaway (BRK.A) | 1.1 | $14M | 114.00 | 119140.35 | |
| Berkshire Hathaway Inc. Class B | 0.9 | $11M | 2.6k | 4394.84 | |
| Iron Mountain Incorporated | 0.8 | $10M | 413k | 24.41 | |
| Encore Capital (ECPG) | 0.8 | $9.2M | 672k | 13.70 | |
| Merrill Lynch & Co. | 0.5 | $5.7M | 227k | 25.30 | |
| Wells Fargo & Company (WFC) | 0.4 | $5.3M | 141k | 37.53 | |
| Isle of Capri Casinos | 0.4 | $5.0M | 556k | 9.02 | |
| AES Corporation (AES) | 0.4 | $4.6M | 395k | 11.69 | |
| White River Capital | 0.2 | $2.4M | 173k | 13.75 | |
| HFF | 0.1 | $1.6M | 402k | 4.01 | |
| CSX Corporation (CSX) | 0.1 | $970k | 18k | 54.59 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $353k | 4.5k | 77.70 | |
| Entertainment Properties Trust | 0.0 | $312k | 5.7k | 54.74 | |
| Franklin Street Properties (FSP) | 0.0 | $260k | 20k | 13.00 |
