Chuck Akre - Akre Capital Management

History Stock Activity Share change % change to portfolio
Q4  2017
VRSK - Verisk Analytics Inc. Reduce 0.03% 881 0.00
MNRO - Monro Inc. Sell 100.00% 1,600,000 1.32
CSX - CSX Corp. Sell 100.00% 14,697 0.00
Q3  2017
ORLY - O'Reilly Automotive Add 58.72% 700,600 2.22
PRMW - Primo Water Corp. Add 1.58% 26,555 0.00
DLTR - Dollar Tree Inc. Reduce 0.13% 6,478 0.01
MCO - Moody's Corp. Reduce 0.27% 15,390 0.03
AMT - American Tower Corp. Reduce 0.30% 20,376 0.04
KMX - CarMax Inc. Reduce 0.31% 16,088 0.02
MA - Mastercard Inc. Reduce 0.38% 20,315 0.04
MKL - Markel Group Inc. Reduce 0.54% 2,765 0.04
ESGR - Enstar Group Ltd. Reduce 0.82% 11,964 0.04
ROP - Roper Technologies Inc. Reduce 0.83% 12,999 0.05
VRSK - Verisk Analytics Inc. Reduce 0.92% 24,036 0.03
MNRO - Monro Inc. Reduce 1.40% 22,700 0.02
LKQ - LKQ Corp. Reduce 11.27% 400,000 0.21
BRK.B - Berkshire Hathaway CL B Reduce 26.49% 103,571 0.28
BAC.WS.A - Bank of America WTS A Sell 100.00% 732,890 0.14
COOP - Mr. Cooper Group Inc. Sell 100.00% 121,667 0.03
Q2  2017
ORLY - O'Reilly Automotive Add 44.61% 368,017 1.32
DLTR - Dollar Tree Inc. Add 15.45% 648,359 0.74
BRK.B - Berkshire Hathaway CL B Add 1.75% 6,725 0.02
AMT - American Tower Corp. Add 1.67% 111,805 0.24
MNRO - Monro Inc. Add 1.57% 25,070 0.02
ESGR - Enstar Group Ltd. Add 0.76% 10,995 0.04
VRSK - Verisk Analytics Inc. Add 0.56% 14,496 0.02
MKL - Markel Group Inc. Add 0.43% 2,199 0.04
MCO - Moody's Corp. Add 0.35% 19,845 0.04
ROP - Roper Technologies Inc. Add 0.32% 4,955 0.02
MA - Mastercard Inc. Add 0.30% 16,216 0.03
KMX - CarMax Inc. Add 0.25% 13,120 0.01
BOC - Boston Omaha Corp. Buy 350,000 0.08
ENOV - Enovis Corp. Sell 100.00% 1,565,767 3.07
DG - Dollar General Sell 100.00% 1,500,000 1.74
FTV - Fortive Corp. Sell 100.00% 750,000 0.75
Q1  2017
V - Visa Inc. Add 34.98% 1,267,080 1.87
MCO - Moody's Corp. Add 21.87% 1,019,167 1.90
MA - Mastercard Inc. Add 13.35% 627,792 1.17
MNRO - Monro Inc. Add 4.93% 75,000 0.06
VRSK - Verisk Analytics Inc. Add 0.23% 5,893 0.01
DLTR - Dollar Tree Inc. Add 0.22% 9,198 0.01
ROP - Roper Technologies Inc. Add 0.18% 2,868 0.01
ORLY - O'Reilly Automotive Add 0.14% 1,136 0.01
BRK.B - Berkshire Hathaway CL B Add 0.09% 360 0.00
MKL - Markel Group Inc. Reduce 0.00% 25 0.00
AMT - American Tower Corp. Reduce 0.04% 2,392 0.00
ENOV - Enovis Corp. Reduce 0.06% 900 0.00
ESGR - Enstar Group Ltd. Reduce 0.10% 1,491 0.00
BRK.A - Berkshire Hathaway CL A Reduce 19.23% 10 0.04
CSX - CSX Corp. Reduce 87.37% 101,646 0.00
DLTH - Duluth Holdings Inc. Sell 100.00% 351,400 0.17
AIG.WS - American Intl. Grp. WTS Sell 100.00% 105,728 0.05
DIS - Walt Disney Co. Sell 100.00% 3,891 0.01
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 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 Technologies Inc. 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 Group Inc. 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
COOP - Mr. Cooper Group Inc. Reduce 2.67% 3,334 0.00
ENOV - Enovis Corp. Reduce 22.95% 466,667 0.93
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 Technologies Inc. Reduce 0.02% 289 0.00
AMT - American Tower Corp. Reduce 0.03% 1,690 0.00
MA - Mastercard Inc. Reduce 0.03% 1,550 0.00
MKL - Markel Group Inc. Reduce 0.03% 156 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 Technologies Inc. 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
VRSK - Verisk Analytics Inc. Reduce 0.01% 216 0.00
DLTR - Dollar Tree Inc. Reduce 0.04% 1,831 0.00
ORLY - O'Reilly Automotive Reduce 0.08% 671 0.00
MA - Mastercard Inc. Reduce 0.10% 4,873 0.01
MKL - Markel Group Inc. Reduce 0.11% 570 0.01
ESGR - Enstar Group Ltd. Reduce 0.13% 1,961 0.01
AMT - American Tower Corp. Reduce 0.17% 10,849 0.02
BRK.B - Berkshire Hathaway CL B Reduce 0.28% 1,066 0.00