Akre Capital Management as of Sept. 30, 2009
Portfolio Holdings for Akre Capital Management
Akre Capital Management holds 20 positions in its portfolio as reported in the September 2009 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Corporation | 15.0 | $42M | 1.2M | 36.40 | |
| Enstar Group (ESGR) | 13.3 | $37M | 366k | 101.89 | |
| Markel Corporation (MKL) | 12.5 | $35M | 106k | 329.82 | |
| Penn National Gaming (PENN) | 11.2 | $31M | 1.1M | 27.66 | |
| O'Reilly Automotive | 9.7 | $27M | 747k | 36.14 | |
| Lamar Advertising Company | 8.3 | $23M | 852k | 27.44 | |
| T. Rowe Price (TROW) | 6.7 | $19M | 412k | 45.70 | |
| CarMax (KMX) | 6.5 | $18M | 872k | 20.90 | |
| 99 Cents Only Stores | 4.5 | $13M | 930k | 13.45 | |
| Bally Technologies | 4.0 | $11M | 295k | 38.37 | |
| Berkshire Hathaway (BRK.A) | 3.4 | $9.5M | 94.00 | 101000.00 | |
| Berkshire Hathaway Inc. Class B | 2.5 | $7.0M | 2.1k | 3322.90 | |
| Middleburg Financial | 0.7 | $2.0M | 150k | 13.05 | |
| Americredit Corp. | 0.6 | $1.5M | 97k | 15.79 | |
| Iron Mountain Incorporated | 0.3 | $929k | 35k | 26.65 | |
| CSX Corporation (CSX) | 0.3 | $744k | 18k | 41.87 | |
| Annaly Capital Management | 0.1 | $323k | 18k | 18.15 | |
| Entertainment Properties Trust | 0.1 | $343k | 10k | 34.13 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $311k | 4.5k | 69.84 | |
| Franklin Street Properties (FSP) | 0.1 | $262k | 20k | 13.10 |
