Akre Capital Management·CIK 1112520
31
Positions
$6.1B
Portfolio Value
44
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2017
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| AMT | 13.38% | $814,208,000 |
10.46% |
| $636,368,000 |
| MA | 9.85% | $599,373,000 |
| MKL | 8.24% | $501,508,000 |
| V | 7.14% | $434,487,000 |
| DLTR | 5.41% | $329,211,000 |
| ROP | 5.30% | $322,622,000 |
| KMX | 5.02% | $305,426,000 |
| SBACXXXX | 4.88% | $296,712,000 |
| ESGR | 4.55% | $276,671,000 |
| ORLY | 3.66% | $222,620,000 |
| VRSK | 3.46% | $210,192,000 |
| CFX | 3.03% | $184,416,000 |
| DHR | 2.33% | $141,578,000 |
| UBNT | 2.21% | $134,697,000 |
| AMTD | 1.90% | $115,317,000 |
| DG | 1.72% | $104,595,000 |
| LKQ | 1.71% | $103,908,000 |
| MNRO | 1.37% | $83,237,000 |
| BRKB | 1.05% | $64,047,000 |
| AMTPRB | 0.95% | $57,497,000 |
| FTV | 0.74% | $45,165,000 |
| DHIL | 0.47% | $28,307,000 |
| PRMWXXXX | 0.37% | $22,805,000 |
| ALRM | 0.20% | $12,296,000 |
| AMTPRA | 0.19% | $11,422,000 |
| BRKA | 0.17% | $10,494,000 |
| BACWSA | 0.14% | $8,282,000 |
| LAMR | 0.06% | $3,627,000 |
| WMIH | 0.03% | $2,117,000 |
| CSX | 0.00% | $228,000 |