Akre Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AMTAmerican Tower Corporation | 14.15% | 7,067,428 | $1.1B | trimmed−0% | +2.16 pp | 23 q |
| MAMastercard Incorporated | 12.72% | 5,327,015 | $1.0B | trimmed0% | −1.13 pp | 23 q |
| MCOMoody's Corporation | 10.07% | 5,681,771 | $796M | added0% | −1.02 pp | 23 q |
| ORLYO'Reilly Automotive, Inc. | 8.22% | 1,887,165 | $650M | trimmed−0% | +0.57 pp | 23 q |
| VVISA Inc. | 8.16% | 4,887,270 | $645M | held | — | 23 q |
| MKLMarkel Group Inc. | 6.74% | 513,070 | $533M | trimmed0% | −0.38 pp | 23 q |
| DLTRDollar Tree Inc. | 5.81% | 5,085,935 | $459M | trimmed0% | +0.97 pp | 23 q |
| ROPRoper Technologies, Inc. | 5.29% | 1,567,164 | $418M | added+1% | −0.10 pp | 20 q |
| unresolvedSBA Comms Corp | 5.05% | 2,465,000 | $399M | held | — | 20 q |
| KMXCarMax Inc. | 4.59% | 5,777,181 | $362M | added+10% | +0.01 pp | 21 q |
| VRSKVerisk Analytics, Inc. | 3.51% | 2,543,442 | $277M | held | — | 23 q |
| UBNTUbiquiti Inc. | 3.37% | 2,680,000 | $266M | held | — | 18 q |
| KKRKKR & Co. Inc. | 3.14% | 12,652,100 | $248M | added+27% | −0.04 pp | 3 q |
| DHRDanaher Corporation | 2.16% | 1,655,300 | $171M | held | — | 21 q |
| AMTTd Ameritrade Holding Corp | 2.08% | 3,350,000 | $164M | added+13% | +0.25 pp | 23 q |
| ESGREnstar Group Ltd | 1.90% | 894,216 | $150M | trimmed−24% | −0.95 pp | 23 q |
| 2JEFocus Financial Partners-a | 0.99% | 2,970,000 | $78M | added+8% | −0.53 pp | 2 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 0.74% | 286,046 | $58M | trimmed−0% | +0.02 pp | 23 q |
| PRMWPrimo Water Corp | 0.50% | 2,845,220 | $40M | added0% | −0.10 pp | 23 q |
| ALRMAlarm.com Holdings, Inc. | 0.39% | 600,770 | $31M | held | — | 15 q |
| BRK.ABerkshire Hathaway Inc. | 0.16% | 42 | $13M | held | — | 23 q |
| BVEDiamond Hill Investment Grp | 0.12% | 65,848 | $10M | held | — | 23 q |
| BOCBoston Omaha Corporation | 0.07% | 242,396 | $6M | trimmed−8% | −0.02 pp | 7 q |
| LAMRLamar Advertising Co | 0.04% | 48,530 | $3M | held | — | 17 q |
| GSHDGoosehead Insurance, Inc. Class A | 0.00% | 11,831 | $311,000 | new | 0.00 pp | new |
