AKRE CAPITAL MANAGEMENT LLC Q3 2018 Filing
Filed November 15, 2018
Portfolio Value
$8.6T
Holdings
24
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MAMASTERCARD INC | 5,327,165 | $1.2T | 13.85% | |
| 2 | AMTAMERICAN TOWER CORP NEW | 7,068,048 | $1.0T | 11.99% | |
| 3 | MCOMOODYS CORP | 5,681,621 | $950.0B | 11.09% | |
| 4 | VVISA INC | 4,887,270 | $733.5B | 8.56% | |
| 5 | ORLYO REILLY AUTOMOTIVE INC NEW | 1,887,307 | $655.5B | 7.65% | |
| 6 | MKLMARKEL CORP | 513,090 | $609.8B | 7.12% | |
| 7 | ROPROPER INDS INC NEW | 1,559,194 | $461.8B | 5.39% | |
| 8 | DLTRDOLLAR TREE INC | 5,086,035 | $414.8B | 4.84% | |
| 9 | SBACSBA COMMUNICATIONS CORP | 2,465,000 | $396.0B | 4.62% | |
| 10 | KMXCARMAX INC | 5,254,491 | $392.4B | 4.58% | |
| 11 | VRSKVERISK ANALYTICS INC | 2,543,442 | $306.6B | 3.58% | |
| 12 | KKRKKR & CO L P DEL | 10,000,000 | $272.7B | 3.18% | |
| 13 | UBNTEURUBIQUITI NETWORKS INC | 2,680,000 | $264.9B | 3.09% | |
| 14 | ESGRENSTAR GROUP LIMITED | 1,169,714 | $243.9B | 2.85% | |
| 15 | DHRDANAHER CORP DEL | 1,655,300 | $179.9B | 2.10% | |
| 16 | AMTTD AMERITRADE HLDG CORP | 2,967,500 | $156.8B | 1.83% | |
| 17 | 2JEFOCUS FINL PARTNERS INC | 2,750,000 | $130.5B | 1.52% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 286,076 | $61.3B | 0.72% | |
| 19 | —PRIMO WTR CORP | 2,843,220 | $51.3B | 0.60% | |
| 20 | ALRMALARM COM HLDGS INC | 600,770 | $34.5B | 0.40% | |
| 21 | BRK-BBERKSHIRE HATHAWAY INC DEL | 42 | $13.4B | 0.16% | |
| 22 | DHILDIAMOND HILL INVESTMENT GROU | 65,848 | $10.9B | 0.13% | |
| 23 | BOCBOSTON OMAHA CORP | 263,834 | $7.9B | 0.09% | |
| 24 | LAMRLAMAR ADVERTISING CO | 48,530 | $3.8B | 0.04% |