AKRE CAPITAL MANAGEMENT LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$7.9T
Holdings
25
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMTAMERICAN TOWER CORP NEW | 7,067,428 | $1.1T | 14.15% | |
| 2 | MAMASTERCARD INC | 5,327,015 | $1.0T | 12.72% | |
| 3 | MCOMOODYS CORP | 5,681,771 | $795.7B | 10.07% | |
| 4 | ORLYO REILLY AUTOMOTIVE INC NEW | 1,887,165 | $649.8B | 8.22% | |
| 5 | VVISA INC | 4,887,270 | $644.8B | 8.16% | |
| 6 | MKLMARKEL CORP | 513,070 | $532.6B | 6.74% | |
| 7 | DLTRDOLLAR TREE INC | 5,085,935 | $459.4B | 5.81% | |
| 8 | ROPROPER INDS INC NEW | 1,567,164 | $417.7B | 5.29% | |
| 9 | SBACSBA COMMUNICATIONS CORP | 2,465,000 | $399.1B | 5.05% | |
| 10 | KMXCARMAX INC | 5,777,181 | $362.4B | 4.59% | |
| 11 | VRSKVERISK ANALYTICS INC | 2,543,442 | $277.3B | 3.51% | |
| 12 | UBNTEURUBIQUITI NETWORKS INC | 2,680,000 | $266.4B | 3.37% | |
| 13 | KKRKKR & CO L P DEL | 12,652,100 | $248.4B | 3.14% | |
| 14 | DHRDANAHER CORP DEL | 1,655,300 | $170.7B | 2.16% | |
| 15 | AMTTD AMERITRADE HLDG CORP | 3,350,000 | $164.0B | 2.08% | |
| 16 | ESGRENSTAR GROUP LIMITED | 894,216 | $149.8B | 1.90% | |
| 17 | 2JEFOCUS FINL PARTNERS INC | 2,970,000 | $78.2B | 0.99% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 286,046 | $58.4B | 0.74% | |
| 19 | —PRIMO WTR CORP | 2,845,220 | $39.9B | 0.50% | |
| 20 | ALRMALARM COM HLDGS INC | 600,770 | $31.2B | 0.39% | |
| 21 | BRK-BBERKSHIRE HATHAWAY INC DEL | 42 | $12.9B | 0.16% | |
| 22 | DHILDIAMOND HILL INVESTMENT GROU | 65,848 | $9.8B | 0.12% | |
| 23 | BOCBOSTON OMAHA CORP | 242,396 | $5.7B | 0.07% | |
| 24 | LAMRLAMAR ADVERTISING CO | 48,530 | $3.4B | 0.04% | |
| 25 | GSHDGOOSEHEAD INS INC | 11,831 | $311.0M | 0.00% |