Akre Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+0.16
- trimmed−0.46
- added−1.17
- trimmed+0.36
- added+0.30
Positions
| MAMastercard Incorporated | 14.18% | 5,880,205 | $2.1B | trimmed−0% | +0.16 pp | 31 q |
| MCOMoody's Corporation | 11.05% | 5,632,705 | $1.6B | trimmed−0% | −0.46 pp | 31 q |
| AMTAmerican Tower Corporation | 10.82% | 7,130,558 | $1.6B | added+1% | −1.17 pp | 31 q |
| VVISA Inc. | 7.75% | 5,242,558 | $1.1B | trimmed−0% | +0.36 pp | 31 q |
| CSGPCoStar Group Inc | 6.03% | 965,961 | $893M | added+1% | +0.30 pp | 5 q |
| ORLYO'Reilly Automotive, Inc. | 5.63% | 1,839,744 | $833M | trimmed−0% | −0.35 pp | 31 q |
| ROPRoper Technologies, Inc. | 5.57% | 1,913,007 | $825M | trimmed−0% | +0.24 pp | 28 q |
| KMXCarMax Inc. | 4.77% | 7,479,242 | $706M | trimmed−0% | −0.08 pp | 29 q |
| SBACSBA Communications Corp | 4.70% | 2,465,000 | $695M | held | — | 6 q |
| KKRKKR & Co. Inc. | 4.03% | 14,726,448 | $596M | trimmed−0% | +0.46 pp | 11 q |
| ADBEAdobe Inc. | 3.85% | 1,140,000 | $570M | held | — | 4 q |
| unresolvedBrookfield Asset Mgmt Inc | 3.64% | 13,040,575 | $538M | trimmed−4% | +0.48 pp | 6 q |
| VRSKVerisk Analytics, Inc. | 3.44% | 2,450,461 | $509M | held | — | 31 q |
| DLTRDollar Tree Inc. | 3.30% | 4,526,552 | $489M | trimmed−0% | +0.38 pp | 31 q |
| LYVLive Nation Entertainment Inc. | 2.72% | 5,469,400 | $402M | held | — | 4 q |
| DHRDanaher Corporation | 2.48% | 1,655,300 | $368M | held | — | 29 q |
| MKLMarkel Group Inc. | 2.17% | 310,600 | $321M | trimmed−35% | −1.09 pp | 31 q |
| AKXAnsys Inc | 1.50% | 609,764 | $222M | held | — | 5 q |
| ALRMAlarm.com Holdings, Inc. | 1.39% | 1,981,858 | $205M | held | — | 23 q |
| CLNSDigitalBridge Group, Inc. | 0.35% | 10,704,800 | $51M | held | — | 6 q |
| OLLIOllie's Bargain Outlet Holdings, Inc. | 0.28% | 500,000 | $41M | held | — | 6 q |
| GSHDGoosehead Insurance, Inc. Class A | 0.21% | 243,366 | $30M | held | — | 9 q |
| DSGXDescartes Systems Group Inc | 0.08% | 207,300 | $12M | held | — | 6 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 0.03% | 18,614 | $4M | held | — | 31 q |
| LAMRLamar Advertising Co | 0.03% | 48,530 | $4M | held | — | 25 q |
| BRK.ABerkshire Hathaway Inc. | 0.01% | 3 | $1M | held | — | 31 q |
| BCBPrimo Water Corp | 0.00% | 29,899 | $469,000 | trimmed−95% | −0.06 pp | 4 q |
| TTDThe Trade Desk, Inc. | 0.00% | 445 | $356,000 | held | — | 2 q |
