AKRE CAPITAL MANAGEMENT LLC Q1 2019 Filing
Filed May 13, 2019
Portfolio Value
$9.5T
Holdings
25
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMTAMERICAN TOWER CORP NEW | 7,186,828 | $1.4T | 14.95% | |
| 2 | MAMASTERCARD INC | 5,327,915 | $1.3T | 13.24% | |
| 3 | MCOMOODYS CORP | 5,682,371 | $1.0T | 10.86% | |
| 4 | VVISA INC | 4,887,270 | $763.3B | 8.06% | |
| 5 | ORLYO REILLY AUTOMOTIVE INC NEW | 1,887,335 | $732.9B | 7.73% | |
| 6 | ROPROPER INDS INC NEW | 1,567,399 | $536.0B | 5.66% | |
| 7 | DLTRDOLLAR TREE INC | 5,086,615 | $534.3B | 5.64% | |
| 8 | MKLMARKEL CORP | 513,130 | $511.2B | 5.39% | |
| 9 | SBACSBA COMMUNICATIONS CORP | 2,465,000 | $492.2B | 5.19% | |
| 10 | KMXCARMAX INC | 6,077,981 | $424.2B | 4.48% | |
| 11 | UBNTEURUBIQUITI NETWORKS INC | 2,680,000 | $401.2B | 4.23% | |
| 12 | VRSKVERISK ANALYTICS INC | 2,543,775 | $338.3B | 3.57% | |
| 13 | KKRKKR & CO L P DEL | 12,753,600 | $299.6B | 3.16% | |
| 14 | DHRDANAHER CORP DEL | 1,655,300 | $218.5B | 2.31% | |
| 15 | AMTTD AMERITRADE HLDG CORP | 3,350,000 | $167.5B | 1.77% | |
| 16 | 2JEFOCUS FINL PARTNERS INC | 2,970,000 | $105.9B | 1.12% | |
| 17 | ESGRENSTAR GROUP LIMITED | 455,447 | $79.2B | 0.84% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 286,246 | $57.5B | 0.61% | |
| 19 | —PRIMO WTR CORP | 2,858,679 | $44.2B | 0.47% | |
| 20 | ALRMALARM COM HLDGS INC | 600,770 | $39.0B | 0.41% | |
| 21 | BRK-BBERKSHIRE HATHAWAY INC DEL | 42 | $12.7B | 0.13% | |
| 22 | DHILDIAMOND HILL INVESTMENT GROU | 56,694 | $7.9B | 0.08% | |
| 23 | BOCBOSTON OMAHA CORP | 242,396 | $6.0B | 0.06% | |
| 24 | LAMRLAMAR ADVERTISING CO | 48,530 | $3.8B | 0.04% | |
| 25 | GSHDGOOSEHEAD INS INC | 38,331 | $1.1B | 0.01% |