Chuck Akre - Akre Capital Management

History Stock Activity Share change % change to portfolio
Q3  2017
ORLY - O'Reilly Automotive Add 129.73% 1,069,331 3.38
MCO - Moody's Corp. Add 40.88% 1,649,319 3.37
V - Visa Inc. Add 35.24% 1,273,940 1.97
SBAC - SBA Communications Corp. Add 32.17% 600,000 1.27
DLTR - Dollar Tree Inc. Add 15.73% 657,454 0.84
MA - Mastercard Inc. Add 13.30% 624,966 1.30
DHR - Danaher Corp. Add 10.35% 155,300 0.20
AMT - American Tower Corp. Add 7.89% 496,331 1.00
MNRO - Monro Muffler Brake Inc. Add 6.11% 92,070 0.08
KMX - CarMax Inc. Add 3.96% 196,247 0.22
ROP - Roper Industries Add 3.68% 55,225 0.20
PRMW - Primo Water Corp. Add 1.58% 26,555 0.00
BOMN - Boston Omaha Corp. Buy 350,000 0.08
ESGR - Enstar Group Ltd. Reduce 0.09% 1,259 0.00
MKL - Markel Corp. Reduce 0.16% 802 0.01
VRSK - Verisk Analytics Inc. Reduce 0.16% 4,052 0.00
LAMR - Lamar Advertising Co. Reduce 1.56% 767 0.00
LKQ - LKQ Corp. Reduce 11.27% 400,000 0.21
BRK.A - Berkshire Hathaway CL A Reduce 19.23% 10 0.04
BRK.B - Berkshire Hathaway CL B Reduce 25.02% 95,901 0.26
CSX - CSX Corp. Reduce 87.37% 33,882 0.00
CFX - Colfax Corp. Sell 100.00% 6,100,000 3.30
ANSS - ANSYS Inc. Sell 100.00% 100,300 0.19
DLTH - Duluth Holdings Inc. Sell 100.00% 350,000 0.18
WMIH - WMIH Corp. Sell 100.00% 1,500,000 0.07
BAC.WS.A - Bank of America WTS A Sell 100.00% 732,890 0.05
AIG.WS - American Intl. Grp. WTS Sell 100.00% 103,628 0.04
Q2  2017
KMX - CarMax Inc. Add 191.66% 3,258,266 3.27
ESGR - Enstar Group Ltd. Add 178.20% 926,589 3.07
VRSK - Verisk Analytics Inc. Add 165.89% 1,612,798 2.68
V - Visa Inc. Add 58.33% 1,331,840 2.02
AMT - American Tower Corp. Add 57.06% 2,286,590 5.31
SBAC - SBA Communications Corp. Add 55.42% 665,000 1.47
BRK.B - Berkshire Hathaway CL B Add 28.91% 85,964 0.25
ROP - Roper Industries Add 19.77% 247,461 0.86
DLTR - Dollar Tree Inc. Add 19.64% 686,336 1.32
MCO - Moody's Corp. Add 14.85% 521,631 1.00
MA - Mastercard Inc. Add 10.29% 438,692 0.79
UBNT - Ubiquiti Networks Add 6.20% 156,470 0.12
CFX - Colfax Corp. Add 3.82% 224,440 0.12