Akre Capital Management·CIK 1112520
28
Positions
$13.3B
Portfolio Value
44
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| AMT | 13.71% | $1,819,589,000 |
13.11% |
| $1,739,858,000 |
| MCO | 11.67% | $1,548,473,000 |
| V | 7.63% | $1,012,862,000 |
| ORLY | 5.85% | $776,674,000 |
| SBAC | 5.53% | $734,373,000 |
| KMX | 5.50% | $730,193,000 |
| CSGP | 5.11% | $678,941,000 |
| ROP | 5.07% | $673,536,000 |
| ADBE | 3.74% | $496,253,000 |
| KKR | 3.42% | $454,611,000 |
| MKL | 3.41% | $452,711,000 |
| DLTR | 3.18% | $421,656,000 |
| VRSK | 3.14% | $416,658,000 |
| BAMXXXX | 2.85% | $378,417,000 |
| DHR | 2.21% | $292,707,000 |
| LYV | 1.87% | $247,700,000 |
| ANSS | 1.34% | $177,886,000 |
| ALRM | 0.87% | $115,677,000 |
| OLLI | 0.37% | $48,825,000 |
| PRMW | 0.11% | $14,969,000 |
| GSHD | 0.11% | $14,181,000 |
| DSGX | 0.08% | $10,966,000 |
| BRKB | 0.06% | $8,302,000 |
| CLNY | 0.03% | $3,600,000 |
| LAMR | 0.02% | $3,240,000 |
| BRKA | 0.01% | $802,000 |
| MAR | 0.00% | $643,000 |