Chuck Akre - Akre Capital Management

History Stock Activity Share change % change to portfolio
Q4  2016
SBAC - SBA Communications Corp. Add 32.17% 600,000 1.15
MCO - Moody's Corp. Add 15.37% 620,770 1.09
DHR - Danaher Corp. Add 10.35% 155,300 0.22
AMT - American Tower Corp. Add 6.36% 400,654 0.79
KMX - CarMax Inc. Add 4.02% 199,215 0.24
AIG.WS - American Intl. Grp. WTS Add 2.03% 2,100 0.00
MNRO - Monro Muffler Brake Inc. Add 0.97% 14,700 0.02
DLTH - Duluth Holdings Inc. Add 0.40% 1,400 0.00
V - Visa Inc. Add 0.19% 6,860 0.01
DLTR - Dollar Tree Inc. Add 0.02% 790 0.00
DG - Dollar General Buy 1,500,000 2.06
DIS - Walt Disney Co. Buy 3,891 0.01
VRSK - Verisk Analytics Inc. Reduce 0.05% 1,320 0.00
ROP - Roper Industries Reduce 0.09% 1,410 0.00
MA - Mastercard Inc. Reduce 0.12% 5,697 0.01
ESGR - Enstar Group Ltd. Reduce 0.18% 2,615 0.01
MKL - Markel Corp. Reduce 0.19% 970 0.02
ORLY - O'Reilly Automotive Reduce 0.34% 2,775 0.01
BRK.B - Berkshire Hathaway CL B Reduce 0.40% 1,525 0.00
LAMR - Lamar Advertising Co. Reduce 1.56% 767 0.00
WMIH - WMIH Corp. Reduce 2.67% 40,000 0.00
CFX - Colfax Corp. Reduce 22.95% 1,400,000 0.93
BAC.WS.A - Bank of America WTS A Sell 100.00% 732,890 0.07
Q3  2016
VRSK - Verisk Analytics Inc. Reduce 0.01% 315 0.00
DLTR - Dollar Tree Inc. Reduce 0.02% 820 0.00
MCO - Moody's Corp. Reduce 0.02% 863 0.00
ROP - Roper Industries Reduce 0.02% 289 0.00
AMT - American Tower Corp. Reduce 0.03% 1,690 0.00
MKL - Markel Corp. Reduce 0.03% 156 0.00
MA - Mastercard Inc. Reduce 0.03% 1,550 0.00
ESGR - Enstar Group Ltd. Reduce 0.04% 635 0.00
ORLY - O'Reilly Automotive Reduce 0.05% 442 0.00
BRK.B - Berkshire Hathaway CL B Reduce 0.07% 265 0.00
ANSS - ANSYS Inc. Sell 100.00% 100,300 0.17
Q2  2016
V - Visa Inc. Add 58.07% 1,328,000 2.00
ROP - Roper Industries Add 19.01% 249,415 0.82
KMX - CarMax Inc. Add 14.82% 639,945 0.72
LKQ - LKQ Corp. Add 4.41% 150,000 0.10
MCO - Moody's Corp. Add 0.58% 23,408 0.05
FTV - Fortive Corp. Buy 750,000 0.70