AKRE CAPITAL MANAGEMENT LLC Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$6.8T
Holdings
26
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMTAMERICAN TOWER CORP NEW | 6,790,527 | $928.1B | 13.56% | |
| 2 | MCOMOODYS CORP | 5,684,286 | $791.3B | 11.56% | |
| 3 | MAMASTERCARD INC | 5,325,084 | $751.9B | 10.99% | |
| 4 | MKLMARKEL CORP | 513,348 | $548.2B | 8.01% | |
| 5 | VVISA INC | 4,889,020 | $514.5B | 7.52% | |
| 6 | DLTRDOLLAR TREE INC | 4,837,794 | $420.0B | 6.14% | |
| 7 | ORLYO REILLY AUTOMOTIVE INC NEW | 1,893,626 | $407.8B | 5.96% | |
| 8 | KMXCARMAX INC | 5,154,513 | $390.8B | 5.71% | |
| 9 | ROPROPER INDS INC NEW | 1,554,366 | $378.3B | 5.53% | |
| 10 | SBACSBA COMMUNICATIONS CORP | 2,465,000 | $355.1B | 5.19% | |
| 11 | ESGRENSTAR GROUP LIMITED | 1,445,300 | $321.4B | 4.70% | |
| 12 | VRSKVERISK ANALYTICS INC | 2,580,946 | $214.7B | 3.14% | |
| 13 | UBNTEURUBIQUITI NETWORKS INC | 2,680,000 | $150.1B | 2.19% | |
| 14 | AMTTD AMERITRADE HLDG CORP | 2,967,500 | $144.8B | 2.12% | |
| 15 | DHRDANAHER CORP DEL | 1,655,300 | $142.0B | 2.07% | |
| 16 | LKQ1LKQ CORP | 3,150,000 | $113.4B | 1.66% | |
| 17 | MNROMONRO MUFFLER BRAKE INC | 1,600,000 | $89.7B | 1.31% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 287,403 | $52.7B | 0.77% | |
| 19 | —AMERICAN TOWER CORP NEW | 314,457 | $38.4B | 0.56% | |
| 20 | DHILDIAMOND HILL INVESTMENT GROU | 145,500 | $30.9B | 0.45% | |
| 21 | —PRIMO WTR CORP | 1,705,868 | $20.2B | 0.30% | |
| 22 | ALRMALARM COM HLDGS INC | 400,000 | $18.1B | 0.26% | |
| 23 | BRK-BBERKSHIRE HATHAWAY INC DEL | 42 | $11.5B | 0.17% | |
| 24 | BOCBOSTON OMAHA CORP | 350,000 | $5.4B | 0.08% | |
| 25 | LAMRLAMAR ADVERTISING CO | 48,530 | $3.3B | 0.05% | |
| 26 | CSXCSX CORP | 4,899 | $266.0M | 0.00% |