13F filing recap · Q4 2001

What did Akre Capital Management buy in Q4 2001?

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

Stock value

$115.77M

Positions

Estimated turnover

12.1%

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

KMIKinder Morgan, Inc.$557.0Kreported value+10.0K shares GATXGatx Corp$488.0Kreported value+15.0K shares

Increased positions

MKLMarkel Group Inc.$17.88Mreported value+2.6K shares+2.7%AGIAlliance Gaming Corp$3.89Mreported value+22.4K shares+20.4%SHFLShuffle Master, Inc.$2.36Mreported value+90.5K shares+150.8%AESAes Corp$1.15Mreported value+50.0K shares

Reduced positions

PENNPenn Entertainment, Inc.$25.14Mreported value-15.0K shares-1.8%ISCAInternational Speedway Corporation$12.56Mreported value-19.0K shares-5.7%BRK.ABerkshire Hathaway Inc$8.47Mreported value-9 shares-7.4%DOVDover Downs Gaming & Entertainment, Inc.$5.87Mreported value-11.5K shares

Exited positions

PAYXPaychex, Inc.$331.0Kprior reported value-10.5K shares-100.0%