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Tiziano Frateschi
Tiziano Frateschi
Articles (2148)  | Author's Website |

Chuck Akre Adds to American Tower, CarMax

Guru's largest buys of 1st quarter

Managing member, CEO and the chief investment officer of Akre Capital Management LLC, Chuck Akre (Trades, Portfolio) bought shares of the following stocks during the first quarter.

The guru added 1.69% to his stake in American Tower Corp. (AMT). The trade had an impact of 0.25% on the portfolio.

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The company has a market cap of $87.03 billion and an enterprise value of $107.76 billion.

GuruFocus gives the real estate investment trust a profitability and growth rating of 9 out of 10. The return on equity of 24.15% and return on assets of 3.91% are outperforming 52% of companies in the Telecom Services industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.05 is below the industry median of 0.3.

The company's largest guru shareholder is Akre’ firm with 1.63% of outstanding shares, followed by Jim Simons' (Trades, Portfolio) Renaissance Technologies with 0.70% and Spiros Segalas (Trades, Portfolio) with 0.23%.

The investor raised his position in CarMax Inc. (KMX) by 5.21%, impacting the portfolio by 0.22%.

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The company, which sells and finances used and new cars, has a market cap of $12.78 billion and an enterprise value of $26.94 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 24.81% and return on assets of 4.65% are outperforming 54% of companies in the Auto and Truck Dealerships industry. Its financial strength is rated 4 out of 10. The equity-asset ratio of 0.18 is below the industry median of 0.48.

The company's largest guru shareholder is PRIMECAP Management (Trades, Portfolio) with 7.10% of outstanding shares, followed by Ruane Cunniff (Trades, Portfolio) with 6.84% and Tom Gayner (Trades, Portfolio)’s Markel Corp. with 2.96%.

Akre added 0.8% to his shares of KKR & Co. Inc. (KKR). The portfolio was impacted by 0.03%.

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The company, which operates private market, public market and capital market activities, has a market cap of $19.62 billion and an enterprise value of $57.12 billion.

GuruFocus gives the asset management company a profitability and growth rating of 4 out of 10. The return on equity of 19% and return on assets of 3.33% are outperforming 52% of companies in the Asset Management industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.12 is below the industry median of 480.

The largest guru shareholder of the company is Jeff Ubben (Trades, Portfolio)’s ValueAct Holdings LP with 6.09% of outstanding shares, followed by the Richard Pzena (Trades, Portfolio)’s Pzena Investment Management with 1.04%, John Rogers (Trades, Portfolio) with 0.68% and Diamond Hill Capital (Trades, Portfolio) with 0.57%.

The investor boosted his Goosehead Insurance Inc. (GSHD) holding by 223.99%, impacting the portfolio by 0.01%.

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The company has a market cap of $1.19 billion and an enterprise value of $1.12 billion.

GuruFocus gives the company a profitability and growth rating of 2 out of 10. The return on equity of -11.22% and return on assets of -19.08% are underperforming 100% of companies in the Insurance - Diversified industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.38 is below the industry median of 1,000.

The largest guru shareholder of the company is Akre, with 0.11% of outstanding shares.

Akre added 0.07% to the stake of Berkshire Hathaway Inc. (BRK.B).

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The company has a market cap of $503.48 billion and an enterprise value of $491.01 billion.

GuruFocus gives the holding company a profitability and growth rating of 4 out of 10. The return on equity of 7.46% and return on assets of 3.73% are outperforming 66% of companies in the Insurance - Diversified industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.27 is far below the industry median of 10,000.

The largest guru shareholder of the company is Bill Gates' (Trades, Portfolio) firm with 2.31% of outstanding shares, followed by Tom Russo (Trades, Portfolio) with 0.10% and Diamond Hill Capital (Trades, Portfolio) with 0.09%.

The guru raised his Dollar Tree Inc. (DLTR) holding by 0.01%.

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The discount retailer has a market cap of $23.69 billion and an enterprise value of $27.54 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of -22.24% and return on assets of -10.14% are outperforming 89% of companies in the Discount Stores industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.10 is below the industry median of 0.55.

The largest guru shareholder of the company is Akre with 2.13% of outstanding shares, followed by Wallace Weitz (Trades, Portfolio) with 0.14% and Steven Cohen (Trades, Portfolio)’s Point72 Asset Management with 0.05%.

Akre added 0.01% to his Markel Corp. (MKL) position.

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The provider of property and casualty insurance has a market cap of $14.32 billion and an enterprise value of $14.23 billion.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. The return on equity of 5.49% and return on assets of 1.52% are underperforming 71% of companies in the Insurance – Property and Casualty industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.79 is below the industry median of 2.82.

Another notable guru shareholder of the company is Chris Davis (Trades, Portfolio) with 3.70% of outstanding shares followed by the Simons’ firm with 1.66% and Murray Stahl (Trades, Portfolio) with 0.15%.

Disclosure: I do not own any stocks mentioned.

Read more here: 

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Insiders Roundup: Zivo Bioscience, OPKO Health 

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About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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