Akre Capital Management Chuck Akre
Top positions activity
Value History
Quarterly report: Q4 2023
Total portfolio value: $11.9B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
MA
|
Mastercard Incorporated - Class A | 2.2B 18.16% | 5.1M | -798.9K ↓13.63% | |
|
MCO
|
Moody`s Corp. | 1.9B 15.69% | 4.8M | -317.7K ↓6.24% | |
|
AMT
|
American Tower Corp. | 1.5B 12.36% | 6.8M | +36.4K ↑0.54% | |
|
KKR
|
KKR & Co. Inc. | 1.4B 11.6% | 16.6M | -262.4K ↓1.55% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 969.0M 8.15% | 1.0M | -35.6K ↓3.37% | |
|
V
|
Visa Inc - Class A | 913.5M 7.68% | 3.5M | -1.3M ↓26.92% | |
|
ROP
|
Roper Technologies Inc | 857.4M 7.21% | 1.6M | -2.1K ↓0.13% | |
|
CSGP
|
Costar Group, Inc. | 634.1M 5.33% | 7.3M | +6.4K ↑0.09% | |
|
DHR
|
Danaher Corp. | 410.7M 3.45% | 1.8M | = | |
|
KMX
|
Carmax Inc | 209.2M 1.76% | 2.7M | -6.8K ↓0.25% | |
|
BAM
|
Brookfield Asset Management Inc. - Class A | 138.8M 1.16% | 3.5M | -7.9K ↓0.23% | |
|
DBRG
|
DigitalBridge Group Inc - Class A | 77.2M 0.64% | 4.4M | -45.4K ↓1.02% |