Akre Capital Management·CIK 1112520
28
Positions
$10.3B
Portfolio Value
44
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| AMT | 14.90% | $1,533,315,000 |
| MA |
13.58% |
| $1,397,735,000 |
| MCO | 11.58% | $1,192,509,000 |
| V | 8.21% | $844,812,000 |
| SBAC | 6.46% | $665,476,000 |
| ORLY | 5.39% | $554,827,000 |
| ROP | 5.17% | $531,670,000 |
| MKL | 4.48% | $461,524,000 |
| KMX | 4.28% | $440,888,000 |
| ADBE | 3.52% | $362,794,000 |
| VRSK | 3.32% | $341,348,000 |
| DLTR | 3.25% | $334,452,000 |
| KKR | 3.23% | $332,981,000 |
| BAMXXXX | 3.09% | $318,334,000 |
| CSGP | 2.50% | $257,381,000 |
| LYV | 2.42% | $249,177,000 |
| DHR | 2.23% | $229,110,000 |
| ANSS | 1.06% | $108,948,000 |
| ALRM | 0.67% | $68,928,000 |
| OLLI | 0.23% | $23,170,000 |
| PRMW | 0.14% | $14,323,000 |
| BRKB | 0.08% | $8,633,000 |
| GSHD | 0.07% | $7,684,000 |
| DSGX | 0.07% | $7,129,000 |
| CLNY | 0.03% | $2,622,000 |
| LAMR | 0.02% | $2,489,000 |
| BRKA | 0.01% | $816,000 |
| MAR | 0.01% | $561,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDPRMWXXXX | $36,169,000 | 0.33% |