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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
AMERICAN TOWER CORP /MA/ AMTCOM7,186,828119,4001,416,236,000298,240,00003/31/2019
Mastercard Inc MACL A5,327,9159001,254,458,000249,517,00003/31/2019
MOODYS CORP /DE/ MCOCommon5,682,3716001,029,021,000233,346,00003/31/2019
VISA INC. VCL A4,887,2700763,343,000118,517,00003/31/2019
O REILLY AUTOMOTIVE INC ORLYCOM1,887,335170732,852,00083,044,00003/31/2019
ROPER TECHNOLOGIES INC ROPCommon1,567,399235536,003,000118,322,00003/31/2019
DOLLAR TREE INC DLTRCOM5,086,615680534,298,00074,936,00003/31/2019
MARKEL CORP MKLCommon513,13060511,201,000-21,391,00003/31/2019
SBA COMMUNICATIONS CORP SBACCommon2,465,0000492,162,00093,103,00003/31/2019
CARMAX INC KMXCommon6,077,981300,800424,243,00061,840,00003/31/2019
Ubiquiti Networks, Inc. UBNTCommon2,680,0000401,223,000134,804,00003/31/2019
Verisk Analytics, Inc. VRSKCommon2,543,775333338,322,00060,985,00003/31/2019
KKR & Co. L.P. KKRcommon12,753,600101,500299,582,00051,221,00003/31/2019
DANAHER CORP /DE/ DHRCommon1,655,3000218,533,00047,838,00003/31/2019
TD AMERITRADE HOLDING CORP AMTDCommon3,350,0000167,466,0003,450,00003/31/2019
Focus Financial Partners Inc. FOCSCommon2,970,0000105,851,00027,651,00003/31/2019
ENSTAR GROUP INC ESGRCommon455,447-438,76979,248,000-70,596,00003/31/2019
BERKSHIRE HATHAWAY INC BRK/BCommon286,24620057,504,000-901,00003/31/2019
Primo Water Corp PRMWCommon2,858,67913,45944,195,0004,333,00003/31/2019
Alarm.com Holdings, Inc. ALRMCOM600,770038,990,0007,828,00003/31/2019
BERKSHIRE HATHAWAY INC BRK.ACommon42012,651,000-201,00003/31/2019
DIAMOND HILL INVESTMENT GROUP INC DHILCommon56,694-9,1547,937,000-1,904,00003/31/2019
BOSTON OMAHA Corp BOMNCommon242,39606,045,000373,00003/31/2019
LAMAR ADVERTISING CO/NEW LAMRCommon48,53003,846,000489,00003/31/2019
Goosehead Insurance, Inc. GSHDCommon38,33126,5001,069,000758,00003/31/2019
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