AKRE CAPITAL MANAGEMENT LLC Q3 2019 Filing
Filed November 13, 2019
Portfolio Value
$10.1B
Holdings
25
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMTAMERICAN TOWER CORP NEW | 7,186,492 | $1.6T | 15665.79% | |
| 2 | MAMASTERCARD INC | 5,327,144 | $1.4T | 14261.46% | |
| 3 | MCOMOODYS CORP | 5,681,803 | $1.2T | 11472.75% | |
| 4 | VVISA INC | 4,887,270 | $840.7B | 8287.20% | |
| 5 | ORLYO REILLY AUTOMOTIVE INC NEW | 1,887,074 | $752.0B | 7413.38% | |
| 6 | MKLMARKEL CORP | 512,965 | $606.3B | 5976.63% | |
| 7 | SBACSBA COMMUNICATIONS CORP | 2,465,000 | $594.4B | 5859.93% | |
| 8 | DLTRDOLLAR TREE INC | 5,085,911 | $580.6B | 5723.62% | |
| 9 | ROPROPER INDS INC NEW | 1,567,202 | $558.9B | 5509.27% | |
| 10 | KMXCARMAX INC | 6,285,351 | $553.1B | 5452.56% | |
| 11 | VRSKVERISK ANALYTICS INC | 2,544,202 | $402.3B | 3966.26% | |
| 12 | KKRKKR & CO L P DEL | 12,754,820 | $342.5B | 3376.03% | |
| 13 | BAMBROOKFIELD ASSET MGMT INC | 5,324,225 | $282.7B | 2786.49% | |
| 14 | DHRDANAHER CORP DEL | 1,655,300 | $239.1B | 2356.80% | |
| 15 | ALRMALARM COM HLDGS INC | 1,367,840 | $63.8B | 628.90% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 286,407 | $59.6B | 587.32% | |
| 17 | —PRIMO WTR CORP | 3,057,100 | $37.5B | 370.08% | |
| 18 | BRK-BBERKSHIRE HATHAWAY INC DEL | 42 | $13.1B | 129.11% | |
| 19 | OLLIOLLIES BARGAIN OUTLT HLDGS I | 100,000 | $5.9B | 57.81% | |
| 20 | GSHDGOOSEHEAD INS INC | 101,490 | $5.0B | 49.38% | |
| 21 | LAMRLAMAR ADVERTISING CO | 48,530 | $4.0B | 39.20% | |
| 22 | DSGDESCARTES SYS GROUP INC | 50,000 | $2.0B | 19.86% | |
| 23 | ESGRENSTAR GROUP LIMITED | 2,890 | $549.0M | 5.41% | |
| 24 | BOCBOSTON OMAHA CORP | 21,483 | $426.0M | 4.20% | |
| 25 | —COLONY CAP INC NEW | 10,000 | $60.0M | 0.59% |