Akre Capital Management Q4 2020 13F Holdings

Akre Capital Management Q4 2020 holdings
TickerName Value Shares↓ Weighting
MA MASTERCARD INCcl aReduce  $2,098,880
5.5%
5,880,205
-0.0%
14.18%
1.2%
MCO MOODYS CORPReduce  $1,634,836
0.1%
5,632,705
-0.0%
11.05%
-4.0%
AMT AMERICAN TOWER CORP NEWAdd  $1,600,525
-5.9%
7,130,558
1.4%
10.82%
-9.8%
V VISA INCReduce  $1,146,705
9.4%
5,242,558
-0.0%
7.75%
4.8%
CSGP COSTAR GROUP INCAdd  $892,818
9.7%
965,961
0.7%
6.03%
5.2%
ORLY O REILLY AUTOMOTIVE IN...Reduce  $832,613
-1.9%
1,839,744
-0.0%
5.63%
-5.9%
ROP ROPER INDS INC NEWReduce  $824,678
9.1%
1,913,007
-0.0%
5.57%
4.6%
KMX CARMAX INCReduce  $706,489
2.8%
7,479,242
-0.0%
4.77%
-1.5%
SBAC SBA COMMUNICATIONS CORP  $695,450
-11.4%
2,465,0000.0%4.70%
-15.1%
KKR KKR & CO L P DELReduce  $596,274
17.9%
14,726,448
-0.0%
4.03%
13.0%
ADBE ADOBE INC  $570,137
2.0%
1,140,0000.0%3.85%
-2.2%
BAM BROOKFIELD ASSET MGMT INCcl a ltd vt shReduce  $538,185
20.2%
13,040,575
-3.7%
3.64%
15.3%
VRSK VERISK ANALYTICS INCcl a  $508,691
12.0%
2,450,4610.0%3.44%
7.4%
DLTR DOLLAR TREE INCReduce  $489,049
18.2%
4,526,552
-0.0%
3.30%
13.3%
LYV LIVE NATION ENTERTAINM...  $401,892
36.4%
5,469,4000.0%2.72%
30.7%
DHR DANAHER CORP DEL  $367,708
3.2%
1,655,3000.0%2.48%
-1.1%
MKL MARKEL CORPReduce  $320,943
-30.5%
310,600
-34.5%
2.17%
-33.4%
ANSS ANSYS INC  $221,832
11.2%
609,7640.0%1.50%
6.6%
ALRM ALARM COM HLDGS INC  $205,023
87.2%
1,981,8580.0%1.39%
79.5%
CLNY COLONY CAP INC NEW  $51,490
76.2%
10,704,8000.0%0.35%
68.9%
OLLI OLLIES BARGAIN OUTLT H...  $40,885
-6.4%
500,0000.0%0.28%
-10.3%
GSHD GOOSEHEAD INS INC  $30,362
44.1%
243,3660.0%0.21%
38.1%
DSGX DESCARTES SYS GROUP INC  $12,123
2.6%
207,3000.0%0.08%
-1.6%
BRKB BERKSHIRE HATHAWAY INC...cl b new  $4,316
8.9%
18,6140.0%0.03%
4.4%
LAMR LAMAR ADVERTISING COcl a  $4,039
25.8%
48,5300.0%0.03%
20.5%
BRKA BERKSHIRE HATHAWAY INC...cl a  $1,043
8.6%
30.0%0.01%
4.1%
PRMW PRIMO WTR CORPReduce  $469
-94.1%
29,899
-94.7%
0.00%
-94.4%
TTD THE TRADE DESK INC  $356
54.1%
4450.0%0.00%
47.9%