13F filing recap · Q1 2002

What did Akre Capital Management buy in Q1 2002?

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

Stock value

$116.08M

Positions

Estimated turnover

23.6%

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

LNWLight & Wonder, Inc.$1.17Mreported value+140.0K shares DHID.r. Horton, Inc.$754.0Kreported value+20.0K shares CHDNChurchill Downs Inc$735.0Kreported value+20.0K shares MECAMagna Entertainment Corp.$437.0Kreported value+53.9K shares HWDHollywood Casino Corporation$330.0Kreported value+20.0K shares EPREpr Properties$323.0Kreported value+14.3K shares NTLSNtelos Inc$276.0Kreported value+67.3K shares NADXNational Dentex Corporation$239.0Kreported value+9.1K shares

Increased positions

AMTAmerican Tower Corporation$4.61Mreported value+599.5K shares+240.8%AESAes Corp$1.94Mreported value+145.0K shares+207.1%MCRSMicros Systems, Inc.$1.70Mreported value+10.0K shares+17.7%GATXGatx Corp$1.11Mreported value+20.0K shares

Reduced positions

PENNPenn Entertainment, Inc.$21.87Mreported value-205.2K shares-24.7%MKLMarkel Group Inc.$19.38Mreported value-4.3K shares-4.3%ISCAInternational Speedway Corporation$13.30Mreported value-25.6K shares-8.0%BRK.ABerkshire Hathaway Inc$6.54Mreported value-20 shares

Exited positions

GMSTGemstar-TV Guide International, Inc.$665.0Kprior reported value-24.0K shares-100.0%KMIKinder Morgan, Inc.$557.0Kprior reported value-10.0K shares-100.0%MEEMassey Energy$207.0Kprior reported value-10.0K shares-100.0%CHLDColoni Hld$105.0Kprior reported value-104.2K shares