The founder of Akre Capital Management LLCÂ Chuck Akre (Trades, Portfolio) bought shares in the following stocks in the first quarter.
The guru acquired 4.8 million shares in KKR & Co. LP (KKR), impacting the portfolio by 1.28%.
The company invests across multiple asset classes including private equity, energy, infrastructure, real estate and many others. It has a market cap of $11.21 billion and an enterprise value of $44.67 billion.
GuruFocus gives the company a profitability and growth rating of 1 out of 10. While its return on equity (ROE) of 11.49% is outperforming the sector, its return on assets (ROA) of 0.40% is underperforming 56% of companies in the Global Asset Management industry. Financial strength is rated 4 out of 10 with a cash-debt ratio of 0.13.
The largest guru shareholder is Jeff Ubben (Trades, Portfolio) with 10% of outstanding shares followed by John Rogers (Trades, Portfolio) with 1.58% and Akre with 0.97%.
The American Tower Corp. (AMT) position was raised 3.89%, giving it a 0.5% space in the portfolio.
It is a real estate investment trust and an owner of multitenant communications real estate. It has a market cap of $60.57 billion and an enterprise value of $81.04 billion.
GuruFocus gives the company a profitability and growth rating of 9 out of 10. Its ROE of 17.55% and ROA of 3.68% are outperforming 57% of companies in the Global Telecom Services industry. Financial strength is rated 4 out of 10. The cash-debt ratio of 0.07 is below the industry median of 0.42.
Jim Simons (Trades, Portfolio) is another notable shareholder of the company among the gurus with 0.66% of outstanding shares followed by David Carlson (Trades, Portfolio) with 0.14% and Pioneer Investments (Trades, Portfolio) with 0.11%.
The holding of Alarm.com Holdings Inc. (ALRM) was increased 3.60%. The transaction had an impact of 0.01% on the portfolio.
The company through its cloud-based services makes connected home technology accessible to home and business owners. It has a market cap of $2 billion and an enterprise value of $1.97 billion.
GuruFocus gives the company a profitability and growth rating of 6 out of 10. Its ROE of 15.94% and ROA of 9.85% are outperforming 71% of companies in the Global Software – Application industry. Financial strength is rated 7 out of 10. The cash-debt ratio of 1.38 is below the industry median of 8.37.
Pioneer Investments (Trades, Portfolio) is another notable shareholder of the company among the gurus, with 0.56% of outstanding shares followed by Columbia Wanger (Trades, Portfolio) with 0.34%.
The firm added 0.16% to its CarMax Inc. (KMX) position, expanding the portfolio by 0.01%.
The company operates in the automobile dealership business. It has a market cap of $11.6 billion and an enterprise value of $24.68 billion.
GuruFocus gives the company a profitability and growth rating of 7 out of 10. Its ROE of 20.65% and ROA of 3.93% are outperforming 50% of companies in the Global Auto and Truck Dealerships industry. Financial strength is rated 4 out of 10. The cash-debt ratio of 0.19 is below the industry median of 0.48.
The largest shareholder of the company among the gurus is PRIMECAP Management (Trades, Portfolio) with 7.38% of outstanding shares followed by Ruane Cunniff (Trades, Portfolio) with 6.71%, Akre with 2.9% and Lou Simpson (Trades, Portfolio) with 2.78%.
The holding of TD Ameritrade Holding Corp. (AMTD) was raised 0.58%, impacting the portfolio by 0.01%.
The company operates in the securities brokerage industry. It has a market cap of $34.8 billion and an enterprise value of $33.42 billion.
GuruFocus gives the company a profitability and growth rating of 4 out of 10. Its ROE of 15.28% and ROA of 2.87% are outperforming 57% of companies in the Global Capital Markets industry. Financial strength is rated 4 out of 10 with a cash-debt ratio of 1.53.
Steven Cohen (Trades, Portfolio) is another notable shareholder of the company among the gurus with 0.33% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 0.13% and Lee Ainslie (Trades, Portfolio) with 0.01%.
The Roper Technologies Inc. (ROP) position was increased 0.03%.
The company offers industrial pumps, water meters, sensors, valves for freight and food markets, digital imaging and software systems. It has a market cap of $28.86 billion and an enterprise value of $33.12 billion.
GuruFocus gives the company a profitability and growth rating of 8 out of 10. Its ROE of 15.70% and ROA of 7.21% are outperforming 71% of companies in the Global Diversified Industrials industry. Financial strength has is rated 6 out of 10. The cash-debt ratio of 0.08 is below the industry median of 1.04.
The largest guru shareholder is Akre with 1.51% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 0.37%, Ron Baron (Trades, Portfolio) with 0.25% and Mario Gabelli (Trades, Portfolio) with 0.05%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
Also check out:
