Akre Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−1.19
- added−0.47
- trimmed+0.09
- held
- trimmed+0.46
Positions
| AMTAmerican Tower Corporation | 13.71% | 7,037,939 | $1.8B | trimmed−0% | −1.19 pp | 29 q |
| MAMastercard Incorporated | 13.11% | 5,883,862 | $1.7B | added+2% | −0.47 pp | 29 q |
| MCOMoody's Corporation | 11.67% | 5,636,344 | $1.5B | trimmed−0% | +0.09 pp | 29 q |
| VVISA Inc. | 7.63% | 5,243,370 | $1.0B | held | — | 29 q |
| ORLYO'Reilly Automotive, Inc. | 5.85% | 1,841,899 | $777M | trimmed−0% | +0.46 pp | 29 q |
| SBACSBA Communications Corp | 5.53% | 2,465,000 | $734M | held | — | 4 q |
| KMXCarMax Inc. | 5.50% | 8,154,026 | $730M | trimmed−0% | +1.22 pp | 27 q |
| CSGPCoStar Group Inc | 5.11% | 955,353 | $679M | added×2.2 | +2.61 pp | 3 q |
| ROPRoper Technologies, Inc. | 5.07% | 1,734,754 | $674M | added+2% | −0.10 pp | 26 q |
| ADBEAdobe Inc. | 3.74% | 1,140,000 | $496M | held | — | 2 q |
| KKRKKR & Co. Inc. | 3.42% | 14,721,857 | $455M | added+4% | +0.19 pp | 9 q |
| MKLMarkel Group Inc. | 3.41% | 490,388 | $453M | trimmed−1% | −1.07 pp | 29 q |
| DLTRDollar Tree Inc. | 3.18% | 4,549,586 | $422M | trimmed−0% | −0.07 pp | 29 q |
| VRSKVerisk Analytics, Inc. | 3.14% | 2,448,048 | $417M | trimmed−0% | −0.18 pp | 29 q |
| unresolvedBrookfield Asset Mgmt Inc | 2.85% | 11,502,025 | $378M | added+60% | −0.24 pp | 4 q |
| DHRDanaher Corporation | 2.21% | 1,655,300 | $293M | held | — | 27 q |
| LYVLive Nation Entertainment Inc. | 1.87% | 5,587,638 | $248M | added+2% | −0.55 pp | 2 q |
| AKXAnsys Inc | 1.34% | 609,764 | $178M | added+30% | +0.28 pp | 3 q |
| ALRMAlarm.com Holdings, Inc. | 0.87% | 1,784,870 | $116M | added+1% | +0.20 pp | 21 q |
| OLLIOllie's Bargain Outlet Holdings, Inc. | 0.37% | 500,000 | $49M | held | — | 4 q |
| GSHDGoosehead Insurance, Inc. Class A | 0.11% | 188,672 | $14M | added+10% | +0.04 pp | 7 q |
| BCBPrimo Water Corp | 0.11% | 1,088,678 | $15M | trimmed−31% | −0.03 pp | 2 q |
| DSGXDescartes Systems Group Inc | 0.08% | 207,300 | $11M | held | — | 4 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 0.06% | 46,506 | $8M | trimmed−2% | −0.02 pp | 29 q |
| CLNSDigitalBridge Group, Inc. | 0.03% | 1,500,000 | $4M | added0% | 0.00 pp | 4 q |
| LAMRLamar Advertising Co | 0.02% | 48,530 | $3M | held | — | 23 q |
| BRK.ABerkshire Hathaway Inc. | 0.01% | 3 | $802,000 | held | — | 29 q |
| MARMarriott International Class A | 0.00% | 7,500 | $643,000 | held | — | 2 q |
