HoldingsChannel.com
Akre Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AMERICAN TOWER CORP NEW 7,041,629 -144,583 $1,533,315
     AMT7,041,629-144,583$1,533,315
MASTERCARD INC 5,786,287 +459,438 $1,397,735
     MA5,786,287+459,438$1,397,735
MOODYS CORP 5,638,341 -43,302 $1,192,509
     MCO5,638,341-43,302$1,192,509
VISA INC 5,243,370 +356,100 $844,812
     V5,243,370+356,100$844,812
SBA COMMUNICATIONS CORP 2,465,000 UNCH $665,476
     SBAC2,465,000UNCH$665,476
O REILLY AUTOMOTIVE INC NEW 1,842,974 -43,952 $554,827
     ORLY1,842,974-43,952$554,827
ROPER INDS INC NEW 1,705,110 +137,978 $531,670
     ROP1,705,110+137,978$531,670
MARKEL CORP 497,391 -15,373 $461,524
     MKL497,391-15,373$461,524
CARMAX INC 8,190,371 +1,442,720 $440,888
     KMX8,190,371+1,442,720$440,888
ADOBE INC 1,140,000 +1,140,000 $362,794
     ADBE1,140,000+1,140,000$362,794
VERISK ANALYTICS INC 2,449,047 -95,095 $341,348
     VRSK2,449,047-95,095$341,348
DOLLAR TREE INC 4,552,230 -532,650 $334,452
     DLTR4,552,230-532,650$334,452
KKR & CO L P DEL 14,187,536 +1,432,716 $332,981
     KKR14,187,536+1,432,716$332,981
BROOKFIELD ASSET MGMT INC 7,194,000 +944,000 $318,334
     BAM7,194,000+944,000$318,334
COSTAR GROUP INC 438,312 +188,312 $257,381
     CSGP438,312+188,312$257,381
LIVE NATION ENTERTAINMENT IN 5,481,238 +5,481,238 $249,177
     LYV5,481,238+5,481,238$249,177
DANAHER CORP DEL 1,655,300 UNCH $229,110
     DHR1,655,300UNCH$229,110
ANSYS INC 468,656 +304,916 $108,948
     ANSS468,656+304,916$108,948
ALARM COM HLDGS INC 1,771,470 +163,968 $68,928
     ALRM1,771,470+163,968$68,928
OLLIES BARGAIN OUTLT HLDGS I 500,000 +393,563 $23,170
     OLLI500,000+393,563$23,170
PRIMO WTR CORP 1,580,878 -1,641,322 $14,323
     PRMW1,580,878-1,641,322$14,323
BERKSHIRE HATHAWAY INC DEL      $9,449
     BRK.B47,216-238,126$8,633
     BRK.A3-39$816
GOOSEHEAD INS INC 172,168 UNCH $7,684
     GSHD172,168UNCH$7,684
DESCARTES SYS GROUP INC 207,300 +157,300 $7,129
     DSGX207,300+157,300$7,129
COLONY CAP INC NEW 1,498,382 +1,488,382 $2,622
     CLNY1,498,382+1,488,382$2,622
LAMAR ADVERTISING CO 48,530 UNCH $2,489
     LAMR48,530UNCH$2,489

See Full List: All Stocks Held By Akre Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Akre Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $10,293,636
At 12/31/2019: $10,905,311

Combined Holding Report Includes:
AKRE CAPITAL MANAGEMENT LLC
Braddock Partners Offshore LP

Akre Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Akre Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Akre Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.