Akre Capital Management·CIK 1112520
25
Positions
$10.9B
Portfolio Value
44
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2019
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| AMT | 15.14% | $1,651,535,000 |
14.59% |
| $1,590,544,000 |
| MCO | 12.37% | $1,348,879,000 |
| V | 8.42% | $918,318,000 |
| ORLY | 7.58% | $826,964,000 |
| SBAC | 5.45% | $594,040,000 |
| KMX | 5.42% | $591,567,000 |
| MKL | 5.38% | $586,176,000 |
| ROP | 5.09% | $555,125,000 |
| DLTR | 4.39% | $478,233,000 |
| VRSK | 3.48% | $379,942,000 |
| KKR | 3.41% | $372,058,000 |
| BAMXXXX | 3.31% | $361,250,000 |
| DHR | 2.33% | $254,055,000 |
| CSGP | 1.37% | $149,575,000 |
| ALRM | 0.63% | $69,074,000 |
| BRKB | 0.59% | $64,630,000 |
| ANSS | 0.39% | $42,148,000 |
| PRMWXXXX | 0.33% | $36,169,000 |
| BRKA | 0.13% | $14,263,000 |
| GSHD | 0.07% | $7,300,000 |
| OLLI | 0.06% | $6,951,000 |
| LAMR | 0.04% | $4,332,000 |
| DSGX | 0.02% | $2,136,000 |
| CLNY | 0.00% | $47,000 |