AKRE CAPITAL MANAGEMENT LLC Q2 2019 Filing
Filed August 13, 2019
Portfolio Value
$9.9T
Holdings
24
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMTAMERICAN TOWER CORP NEW | 7,186,528 | $1.5T | 14.90% | |
| 2 | MAMASTERCARD INC | 5,327,599 | $1.4T | 14.29% | |
| 3 | MCOMOODYS CORP | 5,682,156 | $1.1T | 11.25% | |
| 4 | VVISA INC | 4,887,270 | $848.2B | 8.60% | |
| 5 | ORLYO REILLY AUTOMOTIVE INC NEW | 1,887,238 | $697.0B | 7.07% | |
| 6 | ROPROPER INDS INC NEW | 1,567,314 | $574.0B | 5.82% | |
| 7 | MKLMARKEL CORP | 513,062 | $559.0B | 5.67% | |
| 8 | SBACSBA COMMUNICATIONS CORP | 2,465,000 | $554.2B | 5.62% | |
| 9 | DLTRDOLLAR TREE INC | 5,086,395 | $546.2B | 5.54% | |
| 10 | KMXCARMAX INC | 6,077,981 | $527.8B | 5.35% | |
| 11 | VRSKVERISK ANALYTICS INC | 2,543,662 | $372.5B | 3.78% | |
| 12 | KKRKKR & CO L P DEL | 12,753,600 | $322.3B | 3.27% | |
| 13 | UBNTEURUBIQUITI NETWORKS INC | 2,111,375 | $277.6B | 2.82% | |
| 14 | DHRDANAHER CORP DEL | 1,655,300 | $236.6B | 2.40% | |
| 15 | AMTTD AMERITRADE HLDG CORP | 3,350,000 | $167.2B | 1.70% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 286,129 | $61.0B | 0.62% | |
| 17 | —PRIMO WTR CORP | 3,049,100 | $37.5B | 0.38% | |
| 18 | ALRMALARM COM HLDGS INC | 600,770 | $32.1B | 0.33% | |
| 19 | ESGRENSTAR GROUP LIMITED | 136,400 | $23.8B | 0.24% | |
| 20 | BRK-BBERKSHIRE HATHAWAY INC DEL | 42 | $13.4B | 0.14% | |
| 21 | DHILDIAMOND HILL INVESTMENT GROU | 56,694 | $8.0B | 0.08% | |
| 22 | BOCBOSTON OMAHA CORP | 242,396 | $5.6B | 0.06% | |
| 23 | GSHDGOOSEHEAD INS INC | 101,490 | $4.9B | 0.05% | |
| 24 | LAMRLAMAR ADVERTISING CO | 48,530 | $3.9B | 0.04% |