Akre Capital Management·CIK 1112520
35
Positions
$3.9B
Portfolio Value
44
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2015
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| MKL | 9.93% | $391,372,000 |
| AMT |
9.57% |
| $377,316,000 |
| MA | 9.34% | $368,145,000 |
| MCO | 9.25% | $364,684,000 |
| DLTR | 7.19% | $283,521,000 |
| CFX | 7.11% | $280,440,000 |
| ROP | 5.46% | $215,289,000 |
| DISCK | 4.50% | $177,418,000 |
| ORLY | 4.44% | $175,215,000 |
| LYV | 4.00% | $157,544,000 |
| V | 3.79% | $149,347,000 |
| SBACXXXX | 3.56% | $140,520,000 |
| DHR | 3.23% | $127,350,000 |
| AMTD | 2.99% | $117,701,000 |
| KMX | 2.98% | $117,317,000 |
| MNRO | 2.48% | $97,900,000 |
| UBNT | 1.89% | $74,570,000 |
| ESGR | 1.87% | $73,763,000 |
| VRSK | 1.76% | $69,415,000 |
| LPLA | 1.63% | $64,263,000 |
| BRKB | 1.09% | $42,912,000 |
| DHIL | 0.59% | $23,280,000 |
| BRKA | 0.29% | $11,310,000 |
| AMTPRA | 0.26% | $10,319,000 |
| ANSS | 0.22% | $8,845,000 |
| PRMWXXXX | 0.22% | $8,814,000 |
| BACWSA | 0.11% | $4,198,000 |
| LAMR | 0.10% | $3,977,000 |
| CCIPRA | 0.05% | $2,097,000 |
| CSX | 0.04% | $1,421,000 |
| WMB | 0.02% | $922,000 |
| NSH | 0.02% | $694,000 |
| AAIC | 0.01% | $241,000 |
| MWE | 0.01% | $213,000 |
| NLYXXXX | 0.01% | $208,000 |