Akre Capital Management as of Dec. 31, 2008
Portfolio Holdings for Akre Capital Management
Akre Capital Management holds 31 positions in its portfolio as reported in the December 2008 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Corporation | 16.2 | $147M | 5.0M | 29.32 | |
| Penn National Gaming (PENN) | 14.5 | $131M | 6.1M | 21.38 | |
| Markel Corporation (MKL) | 12.8 | $116M | 388k | 299.00 | |
| O'Reilly Automotive | 10.8 | $98M | 3.2M | 30.74 | |
| 99 Cents Only Stores | 8.6 | $78M | 7.2M | 10.93 | |
| Bally Technologies | 5.6 | $50M | 2.1M | 24.03 | |
| Lamar Advertising Company | 3.8 | $35M | 2.8M | 12.56 | |
| Enstar Group (ESGR) | 3.8 | $34M | 582k | 59.14 | |
| CarMax (KMX) | 3.7 | $34M | 4.2M | 7.88 | |
| Pool Corporation (POOL) | 3.4 | $31M | 1.7M | 17.97 | |
| Americredit Corp. | 2.3 | $21M | 2.7M | 7.64 | |
| Simpson Manufacturing (SSD) | 2.2 | $20M | 733k | 27.76 | |
| Flagstone Reinsurance Hldgs | 1.8 | $16M | 1.7M | 9.77 | |
| Monarch Casino & Resort (MCRI) | 1.6 | $15M | 1.3M | 11.65 | |
| American Woodmark Corporation (AMWD) | 1.6 | $15M | 800k | 18.23 | |
| Pinnacle Entertainment | 1.6 | $14M | 1.9M | 7.68 | |
| Dynamex | 1.2 | $11M | 737k | 14.75 | |
| Berkshire Hathaway (BRK.A) | 1.1 | $10M | 108.00 | 96601.85 | |
| Berkshire Hathaway Inc. Class B | 0.7 | $6.7M | 2.1k | 3214.01 | |
| Iron Mountain Incorporated | 0.6 | $5.5M | 413k | 13.35 | |
| Encore Capital (ECPG) | 0.5 | $4.8M | 672k | 7.20 | |
| Wells Fargo & Company (WFC) | 0.3 | $3.2M | 108k | 29.48 | |
| AES Corporation (AES) | 0.3 | $3.1M | 372k | 8.24 | |
| Isle of Capri Casinos | 0.2 | $1.8M | 556k | 3.20 | |
| White River Capital | 0.1 | $1.1M | 173k | 6.50 | |
| HFF | 0.1 | $985k | 402k | 2.45 | |
| CSX Corporation (CSX) | 0.1 | $577k | 18k | 32.47 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $355k | 4.5k | 79.72 | |
| Franklin Street Properties (FSP) | 0.0 | $295k | 20k | 14.75 | |
| Annaly Capital Management | 0.0 | $202k | 13k | 15.91 | |
| Entertainment Properties Trust | 0.0 | $210k | 7.1k | 29.79 |
