13F filing recap · Q2 2002

What did Akre Capital Management buy in Q2 2002?

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

Stock value

$107.84M

Positions

Estimated turnover

31.4%

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

WFCWells Fargo & Company/mn$3.05Mreported value+61.0K shares DDEDover Downs Gaming & Entertainment, Inc.$1.74Mreported value+135.8K shares DVDDover Motorsports, Inc.$1.11Mreported value+194.2K shares MKLMarkel Group Inc.$901.0Kreported value+240.0K shares AMCAmc Entertainment Holdings, Inc.$897.0Kreported value+63.2K shares

Increased positions

PENNPenn Entertainment, Inc.$22.72Mreported value+627.5K shares+100.5%MKLMarkel Group Inc.$19.25Mreported value+2.5K shares+2.6%ISCAInternational Speedway Corporation$12.06Mreported value+9.3K shares+3.2%BRK.ABerkshire Hathaway Inc$7.62Mreported value+22 shares

Reduced positions

MCRSMicros Systems, Inc.$1.83Mreported value-400 shares-0.6%KOCoca Cola Co$448.0Kreported value-1.2K shares-13.1%PDSGPds Gaming Corporation$141.0Kreported value-6.5K shares-5.4%NTLSNtelos Inc$30.0Kreported value-46.2K shares

Exited positions

DOVDover Downs Gaming & Entertainment, Inc.$3.12Mprior reported value-192.2K shares-100.0%WFCWells Fargo & Company$3.03Mprior reported value-61.3K shares-100.0%BHRBBurke & Herbert Financial Services Corp.$1.34Mprior reported value-1.6K shares-100.0%CHDNChurchill Downs Inc$735.0Kprior reported value