Akre Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| MAMastercard Incorporated | 10.29% | 396,088 | $228M | held | — | new |
| MCOMoody's Corporation | 9.59% | 3,477,765 | $212M | held | — | new |
| unresolvedColfax Corp | 9.19% | 3,899,995 | $203M | held | — | new |
| unresolvedDirectv | 9.09% | 3,260,000 | $201M | held | — | new |
| AMTAmerican Tower Corporation | 6.32% | 1,910,180 | $140M | held | — | new |
| MKLMarkel Group Inc. | 5.87% | 246,144 | $130M | held | — | new |
| DLTRDollar Tree Inc. | 5.57% | 2,421,423 | $123M | held | — | new |
| ROSTRoss Stores Inc | 4.78% | 1,631,048 | $106M | held | — | new |
| ORLYO'Reilly Automotive, Inc. | 4.18% | 819,818 | $92M | held | — | new |
| VVISA Inc. | 4.15% | 502,430 | $92M | held | — | new |
| AMTTd Ameritrade Holding Corp | 3.47% | 3,158,900 | $77M | held | — | new |
| ESGREnstar Group Ltd | 2.99% | 497,791 | $66M | held | — | new |
| LPLALPL Financial Holdings Inc. | 2.90% | 1,700,000 | $64M | held | — | new |
| HIGThe Hartford Insurance Group, Inc. | 2.84% | 2,028,270 | $63M | held | — | new |
| unresolvedLeucadia National | 2.37% | 2,000,000 | $52M | held | — | new |
| LYVLive Nation Entertainment Inc. | 2.28% | 3,250,000 | $50M | held | — | new |
| NSNuStar Energy L.P. | 2.17% | 1,050,000 | $48M | held | — | new |
| VRSKVerisk Analytics, Inc. | 2.16% | 800,000 | $48M | held | — | new |
| AAPLApple Inc. | 1.63% | 91,104 | $36M | held | — | new |
| BRK.BBERKSHIRE HATHAWAY Class B | 1.53% | 302,251 | $34M | held | — | new |
| DISCKDiscovery Inc-c | 1.26% | 400,000 | $28M | held | — | new |
| MNROMonro, Inc. | 1.09% | 500,000 | $24M | held | — | new |
| FDSFactset Research Systems | 0.60% | 130,000 | $13M | held | — | new |
| SHLDSears Holdings Corp | 0.57% | 300,000 | $13M | held | — | new |
| BVEDiamond Hill Investment Grp | 0.56% | 145,500 | $12M | held | — | new |
| AMXNAmerica Movil-spn ADR Cl L | 0.49% | 500,000 | $11M | held | — | new |
| BACBank of America Corporation | 0.47% | 800,000 | $10M | held | — | new |
| BRK.ABerkshire Hathaway Inc. | 0.45% | 59 | $10M | held | — | new |
| unresolvedMarkwest Energy Partners L P | 0.40% | 132,735 | $9M | held | — | new |
| AKXAnsys Inc | 0.17% | 50,000 | $4M | held | — | new |
| unresolvedBank Of America Corporation | 0.17% | 700,000 | $4M | held | — | new |
| PRMWPrimo Water Corp | 0.13% | 1,600,000 | $3M | held | — | new |
| unresolvedNustar Gp Holdings LLC | 0.08% | 66,560 | $2M | held | — | new |
| TDGTransDigm Group Incorporated | 0.07% | 10,000 | $2M | held | — | new |
| CSXCSX Corporation | 0.05% | 51,061 | $1M | held | — | new |
| EPDEnterprise Products Partners L.P. | 0.03% | 10,232 | $636,000 | held | — | new |
| NLYAnnaly Capital Management. Inc. | 0.02% | 33,409 | $420,000 | held | — | new |
