Chuck Akre - Akre Capital Management

History Stock Activity Share change % change to portfolio ▼
Q2  2019
≡ UI - Ubiquiti Inc. Reduce 21.22% 568,625 0.76
≡ ESGR - Enstar Group Ltd. Reduce 70.05% 319,047 0.56
≡ GSHD - Goosehead Insurance Inc. Add 164.77% 63,159 0.03
≡ PRMW - Primo Water Corp. Add 6.66% 190,421 0.02
≡ AMT - American Tower Corp. Reduce 0.00% 300 0.00
≡ DLTR - Dollar Tree Inc. Reduce 0.00% 220 0.00
≡ MCO - Moody's Corp. Reduce 0.00% 215 0.00
≡ VRSK - Verisk Analytics Inc. Reduce 0.00% 113 0.00
≡ MA - Mastercard Inc. Reduce 0.01% 316 0.00
≡ MKL - Markel Group Inc. Reduce 0.01% 68 0.00
≡ ORLY - O'Reilly Automotive Reduce 0.01% 97 0.00
≡ ROP - Roper Technologies Inc. Reduce 0.01% 85 0.00
≡ BRK.B - Berkshire Hathaway CL B Reduce 0.04% 117 0.00
Q1  2019
≡ ESGR - Enstar Group Ltd. Reduce 49.07% 438,769 0.81
≡ AMT - American Tower Corp. Add 1.69% 119,400 0.25
≡ KMX - CarMax Inc. Add 5.21% 300,800 0.22
≡ KKR - KKR & Co. L.P. Add 0.80% 101,500 0.03
≡ GSHD - Goosehead Insurance Inc. Add 223.99% 26,500 0.01
≡ DHIL - Diamond Hill Investment Group Inc. Reduce 13.90% 9,154 0.01
≡ PRMW - Primo Water Corp. Add 0.47% 13,459 0.00
≡ BRK.B - Berkshire Hathaway CL B Add 0.07% 200 0.00
≡ MA - Mastercard Inc. Add 0.02% 900 0.00
≡ DLTR - Dollar Tree Inc. Add 0.01% 680 0.00
≡ MCO - Moody's Corp. Add 0.01% 600 0.00
≡ MKL - Markel Group Inc. Add 0.01% 60 0.00
≡ ORLY - O'Reilly Automotive Add 0.01% 170 0.00
≡ ROP - Roper Technologies Inc. Add 0.01% 235 0.00
≡ VRSK - Verisk Analytics Inc. Add 0.01% 333 0.00
Q4  2018
≡ KKR - KKR & Co. L.P. Add 26.52% 2,652,100 0.66
≡ ESGR - Enstar Group Ltd. Reduce 23.55% 275,498 0.59
≡ KMX - CarMax Inc. Add 9.95% 522,690 0.42
≡ AMTD - AMTD IDEA Group Add 12.89% 127,500 0.24
≡ FOCS-OLD - Focus Financial Partners Add 8.00% 220,000 0.07
≡ ROP - Roper Technologies Inc. Add 0.51% 7,970 0.03
≡ BOC - Boston Omaha Corp. Reduce 8.13% 21,438 0.01
≡ PRMW - Primo Water Corp. Add 0.07% 2,000 0.00
≡ DLTR - Dollar Tree Inc. Reduce 0.00% 100 0.00
≡ MA - Mastercard Inc. Reduce 0.00% 150 0.00
≡ MKL - Markel Group Inc. Reduce 0.00% 20 0.00
≡ MCO - Moody's Corp. Add 0.00% 150 0.00
≡ AMT - American Tower Corp. Reduce 0.01% 620 0.00
≡ BRK.B - Berkshire Hathaway CL B Reduce 0.01% 30 0.00
≡ ORLY - O'Reilly Automotive Reduce 0.01% 142 0.00
≡ GSHD - Goosehead Insurance Inc. Buy 11,831 0.00
Q3  2018
≡ FOCS-OLD - Focus Financial Partners Buy 2,750,000 1.52
≡ ESGR - Enstar Group Ltd. Reduce 11.18% 147,288 0.36
≡ DLTR - Dollar Tree Inc. Add 1.06% 53,479 0.05
≡ BOC - Boston Omaha Corp. Reduce 24.62% 86,166 0.03
≡ AMT - American Tower Corp. Reduce 0.05% 3,271 0.01
≡ MA - Mastercard Inc. Reduce 0.05% 2,506 0.01
≡ MCO - Moody's Corp. Reduce 0.02% 1,192 0.00
≡ ROP - Roper Technologies Inc. Reduce 0.03% 440 0.00
≡ VRSK - Verisk Analytics Inc. Reduce 0.04% 1,111 0.00
≡ ORLY - O'Reilly Automotive Reduce 0.05% 1,023 0.00
≡ MKL - Markel Group Inc. Reduce 0.06% 328 0.00
≡ BRK.B - Berkshire Hathaway CL B Reduce 0.17% 500 0.00
Q2  2018
≡ KKR - KKR & Co. L.P. Add 108.33% 5,200,000 1.63
≡ LKQ - LKQ Corp. Sell 100.00% 3,150,000 1.57
≡ ESGR - Enstar Group Ltd. Reduce 6.26% 87,882 0.23
≡ PRMW - Primo Water Corp. Add 48.61% 930,000 0.21
≡ DLTR - Dollar Tree Inc. Add 4.05% 195,691 0.21
≡ DHIL - Diamond Hill Investment Group Inc. Reduce 54.74% 79,652 0.19
≡ KMX - CarMax Inc. Add 1.79% 92,325 0.09
≡ ALRM - Alarm.Com Holdings Add 24.26% 117,283 0.06
≡ AMT - American Tower Corp. Add 0.21% 15,108 0.03
≡ VRSK - Verisk Analytics Inc. Reduce 0.99% 25,379 0.03
≡ MA - Mastercard Inc. Add 0.13% 6,890 0.02
≡ ORLY - O'Reilly Automotive Reduce 0.28% 5,329 0.02
≡ ROP - Roper Technologies Inc. Add 0.24% 3,715 0.01
≡ AMTD - AMTD IDEA Group Reduce 0.57% 5,693 0.01
≡ MKL - Markel Group Inc. Add 0.03% 147 0.00
≡ MCO - Moody's Corp. Reduce 0.04% 1,993 0.00
≡ BRK.B - Berkshire Hathaway CL B Reduce 0.40% 1,137 0.00
Q1  2018
≡ KKR - KKR & Co. L.P. Buy 4,800,000 1.28
≡ AMT - American Tower Corp. Add 3.89% 264,024 0.50
≡ ESGR - Enstar Group Ltd. Reduce 2.91% 42,112 0.12
≡ ALRM - Alarm.Com Holdings Add 3.60% 16,789 0.01
≡ AMTD - AMTD IDEA Group Add 0.58% 5,692 0.01
≡ KMX - CarMax Inc. Add 0.16% 8,256 0.01
≡ MA - Mastercard Inc. Reduce 0.12% 6,276 0.01
≡ MKL - Markel Group Inc. Reduce 0.13% 652 0.01
≡ VRSK - Verisk Analytics Inc. Reduce 0.39% 10,133 0.01
≡ ROP - Roper Technologies Inc. Add 0.03% 478 0.00
≡ MCO - Moody's Corp. Reduce 0.04% 2,161 0.00
≡ V - Visa Inc. Reduce 0.04% 1,750 0.00
≡ ORLY - O'Reilly Automotive Reduce 0.05% 936 0.00
≡ DLTR - Dollar Tree Inc. Reduce 0.08% 3,754 0.00
≡ BRK.B - Berkshire Hathaway CL B Reduce 0.15% 424 0.00
Q4  2017
≡ MNRO - Monro Inc. Sell 100.00% 1,600,000 1.32
≡ ALRM - Alarm.Com Holdings Add 16.67% 66,698 0.04
≡ PRMW - Primo Water Corp. Add 12.16% 207,352 0.04
≡ MKL - Markel Group Inc. Add 0.11% 575 0.01
≡ MA - Mastercard Inc. Add 0.07% 3,973 0.01
≡ MCO - Moody's Corp. Add 0.05% 2,681 0.01
≡ BRK.B - Berkshire Hathaway CL B Add 0.26% 734 0.00
≡ ESGR - Enstar Group Ltd. Add 0.12% 1,696 0.00
≡ ROP - Roper Technologies Inc. Add 0.07% 1,075 0.00
≡ DLTR - Dollar Tree Inc. Add 0.06% 2,825 0.00
≡ ORLY - O'Reilly Automotive Add 0.05% 969 0.00
≡ AMT - American Tower Corp. Add 0.02% 1,660 0.00