13F filing recap · Q3 2001

What did Akre Capital Management buy in Q3 2001?

Reported stock-position changes between this filing and the previous one.

Stock value

$100.14M

Positions

Estimated turnover

36.2%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

ISCAInternational Speedway Corporation$11.52Mreported value+336.9K shares AGIAlliance Gaming Corp$1.56Mreported value+110.0K shares IGTInternational Game Technology$1.06Mreported value+25.0K shares SHFLShuffle Master, Inc.$757.0Kreported value+60.0K shares FWONALiberty Media Corporation$530.0Kreported value+41.7K shares CORSCorus Bankshares, Inc.$315.0Kreported value+7.0K shares PDSGPds Gaming Corporation$293.0Kreported value+93.0K shares K3MKey3media Group, Inc.$238.0Kreported value+60.0K shares MEEMassey Energy$147.0Kreported value+10.0K shares CHLDColoni Hld$89.0Kreported value+99.2K shares

Increased positions

BRK.ABerkshire Hathaway Inc$8.47Mreported value+3 shares+2.5%AMTAmerican Tower Corporation$6.11Mreported value+108.2K shares+32.7%AESAes Corp$256.0Kreported value+10.0K shares+100.0%

Reduced positions

MKLMarkel Group Inc.$18.90Mreported value-2.2K shares-2.2%PENNPenn Entertainment, Inc.$13.85Mreported value-65.7K shares-7.2%FMCCFederal Home Loan Mortgage Corp$5.84Mreported value-5.9K shares-6.2%DOVDover Downs Gaming & Entertainment, Inc.$4.89Mreported value-10.4K shares

Exited positions

ISCBInternational Speedway Corporation$14.35Mprior reported value-345.7K shares-100.0%LMG.AAT&T Corp$2.54Mprior reported value-145.0K shares-100.0%DSTDst Systems Inc$527.0Kprior reported value-10.0K shares-100.0%OCAOrthodontic Centers of America, Inc.$304.0Kprior reported value