Akre Capital Management·CIK 1112520
25
Positions
$9.5B
Portfolio Value
44
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2019
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| AMT | 14.95% | $1,416,236,000 |
| MA |
13.24% |
| $1,254,458,000 |
| MCO | 10.86% | $1,029,021,000 |
| V | 8.06% | $763,343,000 |
| ORLY | 7.73% | $732,852,000 |
| ROP | 5.66% | $536,003,000 |
| DLTR | 5.64% | $534,298,000 |
| MKL | 5.39% | $511,201,000 |
| SBACXXXX | 5.19% | $492,162,000 |
| KMX | 4.48% | $424,243,000 |
| UBNT | 4.23% | $401,223,000 |
| VRSK | 3.57% | $338,322,000 |
| KKR | 3.16% | $299,582,000 |
| DHR | 2.31% | $218,533,000 |
| AMTD | 1.77% | $167,466,000 |
| FOCS | 1.12% | $105,851,000 |
| ESGR | 0.84% | $79,248,000 |
| BRKB | 0.61% | $57,504,000 |
| PRMWXXXX | 0.47% | $44,195,000 |
| ALRM | 0.41% | $38,990,000 |
| BRKA | 0.13% | $12,651,000 |
| DHIL | 0.08% | $7,937,000 |
| BOC | 0.06% | $6,045,000 |
| LAMR | 0.04% | $3,846,000 |
| GSHD | 0.01% | $1,069,000 |