AKRE CAPITAL MANAGEMENT LLC Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$7.2T
Holdings
24
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMTAMERICAN TOWER CORP NEW | 6,792,187 | $969.0B | 13.41% | |
| 2 | MCOMOODYS CORP | 5,686,967 | $839.5B | 11.62% | |
| 3 | MAMASTERCARD INC | 5,329,057 | $806.6B | 11.16% | |
| 4 | MKLMARKEL CORP | 513,923 | $585.4B | 8.10% | |
| 5 | VVISA INC | 4,889,020 | $557.4B | 7.71% | |
| 6 | DLTRDOLLAR TREE INC | 4,840,619 | $519.4B | 7.19% | |
| 7 | ORLYO REILLY AUTOMOTIVE INC NEW | 1,894,595 | $455.7B | 6.31% | |
| 8 | ROPROPER INDS INC NEW | 1,555,441 | $402.9B | 5.57% | |
| 9 | SBACSBA COMMUNICATIONS CORP | 2,465,000 | $402.7B | 5.57% | |
| 10 | KMXCARMAX INC | 5,153,910 | $330.5B | 4.57% | |
| 11 | ESGRENSTAR GROUP LIMITED | 1,446,996 | $290.5B | 4.02% | |
| 12 | VRSKVERISK ANALYTICS INC | 2,580,065 | $247.7B | 3.43% | |
| 13 | UBNTEURUBIQUITI NETWORKS INC | 2,680,000 | $190.3B | 2.63% | |
| 14 | DHRDANAHER CORP DEL | 1,655,300 | $153.6B | 2.13% | |
| 15 | AMTTD AMERITRADE HLDG CORP | 2,967,500 | $151.7B | 2.10% | |
| 16 | LKQ1LKQ CORP | 3,150,000 | $128.1B | 1.77% | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 288,137 | $57.1B | 0.79% | |
| 18 | —AMERICAN TOWER CORP NEW | 313,782 | $39.5B | 0.55% | |
| 19 | DHILDIAMOND HILL INVESTMENT GROU | 145,500 | $30.1B | 0.42% | |
| 20 | —PRIMO WTR CORP | 1,913,220 | $24.0B | 0.33% | |
| 21 | ALRMALARM COM HLDGS INC | 466,698 | $17.6B | 0.24% | |
| 22 | BRK-BBERKSHIRE HATHAWAY INC DEL | 42 | $12.5B | 0.17% | |
| 23 | BOCBOSTON OMAHA CORP | 350,000 | $11.3B | 0.16% | |
| 24 | LAMRLAMAR ADVERTISING CO | 48,530 | $3.6B | 0.05% |