Akre Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AMTAmerican Tower Corporation | 13.61% | 6,313,375 | $646M | added0% | +0.03 pp | 12 q |
| MKLMarkel Group Inc. | 9.68% | 515,635 | $460M | added0% | −0.43 pp | 12 q |
| MAMastercard Incorporated | 9.38% | 4,713,511 | $445M | added0% | −0.80 pp | 12 q |
| MCOMoody's Corporation | 8.17% | 4,017,349 | $388M | added+10% | +0.02 pp | 12 q |
| DLTRDollar Tree Inc. | 7.27% | 4,188,576 | $345M | added0% | +0.10 pp | 12 q |
| ROPRoper Technologies, Inc. | 5.05% | 1,311,826 | $240M | trimmed−3% | −0.64 pp | 9 q |
| ESGREnstar Group Ltd | 4.97% | 1,452,971 | $236M | added+24% | +1.05 pp | 12 q |
| ORLYO'Reilly Automotive, Inc. | 4.77% | 827,761 | $227M | trimmed0% | +0.11 pp | 12 q |
| KMXCarMax Inc. | 4.65% | 4,318,321 | $221M | added+26% | +0.55 pp | 10 q |
| unresolvedColfax Corp | 4.59% | 7,621,678 | $218M | added+4% | +0.78 pp | 12 q |
| VRSKVerisk Analytics, Inc. | 4.35% | 2,586,444 | $207M | added0% | −0.06 pp | 12 q |
| unresolvedSBA Comms Corp | 3.93% | 1,865,000 | $187M | added+4% | −0.27 pp | 9 q |
| VVISA Inc. | 3.68% | 2,287,080 | $175M | added0% | −0.25 pp | 12 q |
| DHRDanaher Corporation | 3.00% | 1,500,000 | $142M | held | — | 10 q |
| LKQLKQ Corporation | 2.29% | 3,400,000 | $109M | added+7% | +0.20 pp | 4 q |
| MNROMonro, Inc. | 2.27% | 1,507,930 | $108M | held | — | 12 q |
| AMTTd Ameritrade Holding Corp | 1.97% | 2,967,500 | $94M | held | — | 12 q |
| UBNTUbiquiti Inc. | 1.88% | 2,680,000 | $89M | held | — | 7 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 1.16% | 386,745 | $55M | added0% | +0.03 pp | 12 q |
| American Tower Corpconvertible | 1.12% | 515,984 | $53M | held | — | 4 q |
| BVEDiamond Hill Investment Grp | 0.54% | 145,500 | $26M | held | — | 12 q |
| PRMWPrimo Water Corp | 0.36% | 1,679,313 | $17M | held | — | 12 q |
| BRK.ABerkshire Hathaway Inc. | 0.23% | 52 | $11M | held | — | 12 q |
| American Tower Corpconvertible | 0.22% | 100,000 | $10M | held | — | 8 q |
| ALRMAlarm.com Holdings, Inc. | 0.20% | 400,000 | $9M | held | — | 4 q |
| AKXAnsys Inc | 0.19% | 100,300 | $9M | held | — | 12 q |
| DLTHDuluth Holdings Inc. Class B | 0.14% | 350,000 | $7M | held | — | 2 q |
| LAMRLamar Advertising Co | 0.07% | 51,997 | $3M | trimmed−5% | 0.00 pp | 6 q |
| unresolvedWmih Corp | 0.07% | 1,500,000 | $4M | held | — | 3 q |
| unresolvedAmerican Intl Group Inc | 0.06% | 147,295 | $3M | held | — | 4 q |
| unresolvedBank Of America Corporation | 0.06% | 732,890 | $3M | held | — | 12 q |
| Crown Castle Intl Corpconvertible | 0.05% | 20,000 | $2M | held | — | 6 q |
| CSXCSX Corporation | 0.02% | 38,781 | $999,000 | trimmed−5% | 0.00 pp | 12 q |
| AIArlington Asset Investment-a | 0.00% | 10,000 | $125,000 | held | — | 10 q |
