
	Chuck Akre
	Akre Capital Management, LLC

	Last update 2021-05-13	29 Stocks (3 new)
	Value $14.73 Bil	Turnover 1 %
	Top Holdings: MA(14.20%) AMT(11.56%) MCO(11.41%) V(7.55%) KMX(6.41%) Guru Portfolio Report Download

Chuck Akre Latest Trades

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Real Time Picks after 2021-03-31 are displayed for Premium P Members Only
MKL	Markel Corp	2021-03-31	Reduce	-2.07%	● 943.6 ($1079.1) 1156.17	$1,205.79	11.74%	Reduce -95.51%	13,933
ADBE	Adobe Inc	2021-03-31	Add	+1.26%	● 421.2 ($467.93) 501.64	$541.26	15.67%	Add 34.2%	1,529,870
ORLY	O'Reilly Automotive Inc	2021-03-31	Reduce	-0.79%	● 425.47 ($464.17) 509.13	$534.76	15.21%	Reduce -13.96%	1,582,959
DLTR	Dollar Tree Inc	2021-03-31	Reduce	-0.68%	● 98.2 ($107.46) 116.23	$101.18	-5.84%	Reduce -20.68%	3,590,456
ROP	Roper Technologies Inc	2021-03-31	Reduce	-0.51%	● 371.89 ($401.28) 438.53	$459.24	14.44%	Reduce -9.23%	1,736,443
SBAC	SBA Communications Corp	2021-03-31	Reduce	-0.34%	● 235.92 ($264.91) 282.57	$317.34	19.79%	Reduce -7.3%	2,285,126
KMX	CarMax Inc	2021-03-31	Reduce	-0.23%	● 93.3 ($121.78) 135.83	$116.85	-4.05%	Reduce -4.89%	7,113,557
DSGX	The Descartes Systems Group Inc	2021-03-31	Sold Out	-0.08%	● 57.16 ($60.97) 64.06	$65.86	8.02%	Sold Out	0
CSGP	CoStar Group Inc	2021-03-31	Add	+0.06%	● 758.46 ($864.55) 939.76	$869.75	0.60%	Add 1.15%	977,045
TDUP	ThredUp Inc	2021-03-31	New Buy	+0.03%	● 20 ($24.2) 31.4	$27.27	12.69%	New holding	200,000
MA	Mastercard Inc	2021-03-31	Reduce	-0.02%	● 315.49 ($348.78) 384.38	$365.50	4.79%	Reduce -0.14%	5,872,150
V	Visa Inc	2021-03-31	Add	+0.02%	● 193.25 ($210.49) 226.15	$234.96	11.63%	Add 0.23%	5,254,738
AMT	American Tower Corp	2021-03-31	Reduce	-0.01%	● 198.66 ($222.76) 241.83	$268.35	20.47%	Reduce -0.09%	7,124,087
MCO	Moody's Corporation	2021-03-31	Reduce	-0.01%	● 263.04 ($281.57) 306.97	$344.74	22.43%	Reduce -0.1%	5,627,255
PYPL	PayPal Holdings Inc	2021-03-31	New Buy	+0.01%	● 226.09 ($253.25) 304.79	$271.45	7.19%	New holding	5,000
GOOG	Alphabet Inc	2021-03-31	New Buy	0%	● 1728.24 ($1986.11) 2128.31	$2,513.93	26.58%	New holding	40
BRK.B	Berkshire Hathaway Inc	2021-03-31	Reduce	0%	● 227.36 ($242.84) 263.99	$286.82	18.11%	Reduce -1.16%	18,399
CLNY	Colony Capital Inc	2021-03-31	Add	0%	● 4.43 ($5.62) 6.97	$7.94	41.28%	Add 0.09%	10,714,800
KKR	KKR & Co Inc	2021-03-31	Add	0%	● 37.56 ($44.8) 49.35	$56.50	26.12%	Add 0.05%	14,733,824
VRSK	Verisk Analytics Inc	2021-03-31	Reduce	0%	● 161.65 ($183.25) 202.88	$172.20	-6.03%	Reduce -0.09%	2,448,376
PRMW	Primo Water Corp	2021-03-31	Sold Out	0%	● 14.29 ($16.09) 17.48	$17.69	9.94%	Sold Out	0
MKL	Markel Corp	2020-12-31	Reduce	-1.12%	● 932.8 ($997.31) 1068.74	$1,205.79	20.90%	Reduce -34.5%	310,600
AMT	American Tower Corp	2020-12-31	Add	+0.15%	● 216.72 ($232.32) 246.38	$268.35	15.51%	Add 1.38%	7,130,558
BAM	Brookfield Asset Management Inc	2020-12-31	Reduce	-0.12%	● 29.78 ($37.46) 43.04	$49.63	32.49%	Reduce -3.69%	13,040,575
PRMW	Primo Water Corp	2020-12-31	Reduce	-0.06%	● 12.53 ($14.74) 16.18	$17.69	20.01%	Reduce -94.69%	29,899
CSGP	CoStar Group Inc	2020-12-31	Add	+0.04%	● 793.35 ($876.98) 939.5	$869.75	-0.82%	Add 0.75%	965,961
KMX	CarMax Inc	2020-12-31	Reduce	0%	● 86.44 ($93.78) 100.46	$116.85	24.60%	Reduce -0.01%	7,479,242
DLTR	Dollar Tree Inc	2020-12-31	Reduce	0%	● 88.68 ($100.56) 113.05	$101.18	0.62%	Reduce -0.05%	4,526,552
KKR	KKR & Co Inc	2020-12-31	Reduce	0%	● 34.15 ($37.83) 40.49	$56.50	49.35%	Reduce -0.01%	14,726,448
MA	Mastercard Inc	2020-12-31	Reduce	0%	● 288.64 ($332.5) 356.94	$365.50	9.92%	Reduce -0.02%	5,880,205
MCO	Moody's Corporation	2020-12-31	Reduce	0%	● 261.86 ($279.45) 295.18	$344.74	23.36%	Reduce -0.03%	5,632,705
ORLY	O'Reilly Automotive Inc	2020-12-31	Reduce	0%	● 436.33 ($452.62) 469.5	$534.76	18.15%	Reduce -0.04%	1,839,744
ROP	Roper Technologies Inc	2020-12-31	Reduce	0%	● 367.5 ($410.96) 433.89	$459.24	11.75%	Reduce -0.03%	1,913,007
V	Visa Inc	2020-12-31	Reduce	0%	● 180.87 ($204.66) 218.73	$234.96	14.81%	Reduce -0.02%	5,242,558
ROP	Roper Technologies Inc	2020-09-30	Add	+0.50%	● 386.25 ($415.55) 453.18	$459.24	10.51%	Add 10.31%	1,913,645
BAM	Brookfield Asset Management Inc	2020-09-30	Add	+0.48%	● 31.76 ($33.38) 34.86	$49.63	48.68%	Add 17.72%	13,540,575
KMX	CarMax Inc	2020-09-30	Reduce	-0.45%	● 86.23 ($99.81) 108.8	$116.85	17.07%	Reduce -8.26%	7,480,147
CLNY	Colony Capital Inc	2020-09-30	Add	+0.18%	● 1.8 ($2.43) 2.89	$7.94	226.75%	Add 613.65%	10,704,800
MKL	Markel Corp	2020-09-30	Reduce	-0.11%	● 892.91 ($1014.9) 1111.62	$1,205.79	18.81%	Reduce -3.29%	474,230
ALRM	Alarm.com Holdings Inc	2020-09-30	Add	+0.08%	● 53.75 ($61.87) 73.49	$82.60	33.51%	Add 11.04%	1,981,858
PRMW	Primo Water Corp	2020-09-30	Reduce	-0.05%	● 13.24 ($14.1) 15.09	$17.69	25.46%	Reduce -48.32%	562,599
BRK.B	Berkshire Hathaway Inc	2020-09-30	Reduce	-0.04%	● 177.99 ($204.37) 221.68	$286.82	40.34%	Reduce -59.98%	18,614
LYV	Live Nation Entertainment Inc	2020-09-30	Reduce	-0.04%	● 45.04 ($51.56) 59.97	$87.46	69.63%	Reduce -2.12%	5,469,400
GSHD	Goosehead Insurance Inc	2020-09-30	Add	+0.03%	● 75.56 ($91.02) 112.5	$95.15	4.54%	Add 28.99%	243,366
CSGP	CoStar Group Inc	2020-09-30	Add	+0.02%	● 679.99 ($796.25) 877.83	$869.75	9.23%	Add 0.36%	958,793
AMT	American Tower Corp	2020-09-30	Reduce	-0.01%	● 235.71 ($253.64) 271.29	$268.35	5.80%	Reduce -0.06%	7,033,369
DLTR	Dollar Tree Inc	2020-09-30	Reduce	-0.01%	● 85.97 ($94.04) 104.24	$101.18	7.59%	Reduce -0.46%	4,528,621
MA	Mastercard Inc	2020-09-30	Reduce	-0.01%	● 290.18 ($324.95) 366.12	$365.50	12.48%	Reduce -0.04%	5,881,552
KKR	KKR & Co Inc	2020-09-30	Add	0%	● 30.8 ($34.93) 37.01	$56.50	61.75%	Add 0.04%	14,727,368
MCO	Moody's Corporation	2020-09-30	Reduce	0%	● 271.15 ($285.28) 304.49	$344.74	20.84%	Reduce -0.04%	5,634,349
ORLY	O'Reilly Automotive Inc	2020-09-30	Reduce	0%	● 419.41 ($455.63) 482.62	$534.76	17.37%	Reduce -0.08%	1,840,508
TTD	The Trade Desk Inc	2020-09-30	New Buy	0%	● 418.64 ($456.22) 518.78	$599.81	31.47%	New holding	445
VRSK	Verisk Analytics Inc	2020-09-30	Add	0%	● 172.42 ($182.92) 192.79	$172.20	-5.86%	Add 0.1%	2,450,461
MAR	Marriott International Inc	2020-09-30	Sold Out	0%	● 83.52 ($94.4) 107.76	$143.48	51.99%	Sold Out	0
CSGP	CoStar Group Inc	2020-06-30	Add	+2.77%	● 526.75 ($645.53) 724.57	$869.75	34.73%	Add 117.96%	955,353
ANSS	Ansys Inc	2020-06-30	Add	+0.31%	● 211.25 ($265.39) 291.73	$336.42	26.76%	Add 30.11%	609,764
MA	Mastercard Inc	2020-06-30	Add	+0.22%	● 228.61 ($281.32) 313.15	$365.50	29.92%	Add 1.69%	5,883,862
BAM	Brookfield Asset Management Inc	2020-06-30	Add	+0.18%	● 27.75 ($32.78) 37.71	$49.63	51.40%	Add 6.59%	11,502,025
KKR	KKR & Co Inc	2020-06-30	Add	+0.12%	● 21.84 ($26.79) 31.8	$56.50	110.90%	Add 3.77%	14,721,857
ROP	Roper Technologies Inc	2020-06-30	Add	+0.09%	● 293.66 ($357.06) 405.83	$459.24	28.62%	Add 1.74%	1,734,754
MKL	Markel Corp	2020-06-30	Reduce	-0.06%	● 790.45 ($910.09) 1049.55	$1,205.79	32.49%	Reduce -1.41%	490,388
LYV	Live Nation Entertainment Inc	2020-06-30	Add	+0.04%	● 33.57 ($43.81) 57.09	$87.46	99.63%	Add 1.94%	5,587,638
PRMW	Primo Water Corp	2020-06-30	Reduce	-0.04%	● 8.64 ($11.16) 14.61	$17.69	58.51%	Reduce -31.13%	1,088,678
KMX	CarMax Inc	2020-06-30	Reduce	-0.02%	● 48.6 ($77.86) 98.35	$116.85	50.08%	Reduce -0.44%	8,154,026
ALRM	Alarm.com Holdings Inc	2020-06-30	Add	+0.01%	● 36.8 ($49.98) 64.91	$82.60	65.27%	Add 0.76%	1,784,870
AMT	American Tower Corp	2020-06-30	Reduce	-0.01%	● 206.97 ($247.05) 267.39	$268.35	8.62%	Reduce -0.05%	7,037,939
GSHD	Goosehead Insurance Inc	2020-06-30	Add	+0.01%	● 38.84 ($57.53) 75.16	$95.15	65.39%	Add 9.59%	188,672
BRK.B	Berkshire Hathaway Inc	2020-06-30	Reduce	0%	● 169.25 ($182.68) 201.56	$286.82	57.01%	Reduce -1.5%	46,506
CLNY	Colony Capital Inc	2020-06-30	Add	0%	● 1.42 ($2.16) 3.1	$7.94	267.59%	Add 0.11%	1,500,000
DLTR	Dollar Tree Inc	2020-06-30	Reduce	0%	● 70.24 ($83.15) 97.87	$101.18	21.68%	Reduce -0.06%	4,549,586
MCO	Moody's Corporation	2020-06-30	Reduce	0%	● 197.55 ($253.26) 282.58	$344.74	36.12%	Reduce -0.04%	5,636,344
ORLY	O'Reilly Automotive Inc	2020-06-30	Reduce	0%	● 287.25 ($390.12) 430.91	$534.76	37.08%	Reduce -0.06%	1,841,899
VRSK	Verisk Analytics Inc	2020-06-30	Reduce	0%	● 139.38 ($157.58) 172.68	$172.20	9.28%	Reduce -0.04%	2,448,048
ADBE	Adobe Inc	2020-03-31	New Buy	+3.52%	● 285 ($342.56) 383.28	$541.26	58%	New holding	1,140,000
LYV	Live Nation Entertainment Inc	2020-03-31	New Buy	+2.42%	● 29.5 ($62.33) 76.08	$87.46	40.32%	New holding	5,481,238
BAM	Brookfield Asset Management Inc	2020-03-31	Add	+1.30%	● 22.05 ($38.6) 45.53	$49.63	28.58%	Add 72.66%	10,791,000
MA	Mastercard Inc	2020-03-31	Add	+1.08%	● 203.3 ($298.41) 344.56	$365.50	22.48%	Add 8.62%	5,786,287
CSGP	CoStar Group Inc	2020-03-31	Add	+1.07%	● 523.37 ($652.12) 740.12	$869.75	33.37%	Add 75.32%	438,312
KMX	CarMax Inc	2020-03-31	Add	+0.75%	● 44.27 ($85.04) 101.9	$116.85	37.41%	Add 21.38%	8,190,371
ANSS	Ansys Inc	2020-03-31	Add	+0.69%	● 204.46 ($258.5) 296.14	$336.42	30.14%	Add 186.22%	468,656
V	Visa Inc	2020-03-31	Add	+0.56%	● 135.74 ($188.96) 213.31	$234.96	24.34%	Add 7.29%	5,243,370
BRK.B	Berkshire Hathaway Inc	2020-03-31	Reduce	-0.49%	● 162.13 ($213.25) 230.2	$286.82	34.50%	Reduce -83.45%	47,216
DLTR	Dollar Tree Inc	2020-03-31	Reduce	-0.46%	● 65.57 ($85.43) 94.05	$101.18	18.44%	Reduce -10.48%	4,552,230
ROP	Roper Technologies Inc	2020-03-31	Add	+0.42%	● 254.3 ($355.33) 392.73	$459.24	29.24%	Add 8.8%	1,705,110
KKR	KKR & Co Inc	2020-03-31	Add	+0.33%	● 18.5 ($28.84) 33.93	$56.50	95.91%	Add 11.23%	14,187,536
DELISTED:PRMW	Primo Water Corp.	2020-03-31	Sold Out	-0.33%	● 10.97 ($14.23) 15.44	$13.87	-2.53%	Sold Out	0
AMT	American Tower Corp	2020-03-31	Reduce	-0.30%	● 179.09 ($233.06) 256.9	$268.35	15.14%	Reduce -2.01%	7,041,629
OLLI	Ollie's Bargain Outlet Holdings Inc	2020-03-31	Add	+0.18%	● 34.25 ($51.6) 65.31	$87.42	69.42%	Add 369.76%	500,000
ORLY	O'Reilly Automotive Inc	2020-03-31	Reduce	-0.18%	● 260.92 ($385.19) 441.07	$534.76	38.83%	Reduce -2.33%	1,842,974
MKL	Markel Corp	2020-03-31	Reduce	-0.16%	● 742.21 ($1147.02) 1341.08	$1,205.79	5.12%	Reduce -3%	497,391
PRMW	Primo Water Corp	2020-03-31	New Buy	+0.14%	● 7.03 ($13.65) 15.88	$17.69	29.60%	New holding	1,580,878
VRSK	Verisk Analytics Inc	2020-03-31	Reduce	-0.13%	● 121.18 ($156.89) 171.56	$172.20	9.76%	Reduce -3.74%	2,449,047
BRK.A	Berkshire Hathaway Inc	2020-03-31	Reduce	-0.12%	● 240000 ($319779) 344970	$430,282	34.56%	Reduce -92.86%	3
MCO	Moody's Corporation	2020-03-31	Reduce	-0.09%	● 165.09 ($243.72) 285.31	$344.74	41.45%	Reduce -0.76%	5,638,341
ALRM	Alarm.com Holdings Inc	2020-03-31	Add	+0.06%	● 34.29 ($43.67) 50.11	$82.60	89.15%	Add 10.2%	1,771,470
DSGX	The Descartes Systems Group Inc	2020-03-31	Add	+0.05%	● 29.14 ($41.75) 46.97	$65.86	57.75%	Add 314.6%	207,300
CLNY	Colony Capital Inc	2020-03-31	Add	+0.03%	● 1.41 ($4.01) 5.11	$7.94	98%	Add 14883.82%	1,498,382
MAR	Marriott International Inc	2020-03-31	New Buy	+0.01%	● 63.81 ($125.54) 151.49	$143.48	14.29%	New holding	7,500
CSGP	CoStar Group Inc	2019-12-31	New Buy	+1.37%	● 543.57 ($584.4) 617.39	$869.75	48.83%	New holding	250,000
BAM	Brookfield Asset Management Inc	2019-12-31	Add	+0.49%	● 50.84 ($56) 58.41	$49.63	-11.38%	Add 17.39%	6,250,000

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