Akre Capital Management·CIK 1112520
28
Positions
$14.8B
Portfolio Value
44
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2020
Portfolio Value Over Time
11.05% |
| $1,634,836,000 |
| AMT | 10.82% | $1,600,525,000 |
| V | 7.75% | $1,146,705,000 |
| CSGP | 6.03% | $892,818,000 |
| ORLY | 5.63% | $832,613,000 |
| ROP | 5.57% | $824,678,000 |
| KMX | 4.77% | $706,489,000 |
| SBAC | 4.70% | $695,450,000 |
| KKR | 4.03% | $596,274,000 |
| ADBE | 3.85% | $570,137,000 |
| BAMXXXX | 3.64% | $538,185,000 |
| VRSK | 3.44% | $508,691,000 |
| DLTR | 3.30% | $489,049,000 |
| LYV | 2.72% | $401,892,000 |
| DHR | 2.48% | $367,708,000 |
| MKL | 2.17% | $320,943,000 |
| ANSS | 1.50% | $221,832,000 |
| ALRM | 1.39% | $205,023,000 |
| CLNY | 0.35% | $51,490,000 |
| OLLI | 0.28% | $40,885,000 |
| GSHD | 0.21% | $30,362,000 |
| DSGX | 0.08% | $12,123,000 |
| BRKB | 0.03% | $4,316,000 |
| LAMR | 0.03% | $4,039,000 |
| BRKA | 0.01% | $1,043,000 |
| PRMW | 0.00% | $469,000 |
| TTD | 0.00% | $356,000 |