13F filing recap · Q1 2016
What did Akre Capital Management buy in Q1 2016?
Reported stock-position changes between this filing and the previous one.
Stock value
$4.75B
Positions
34
Estimated turnover
3.4%
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.
Increased positions
AMTAmerican Tower Corp /ma/$646.30Mreported value+4.4K shares+0.1%MKLMarkel Group Inc.$459.73Mreported value+178 shares+0.0%MAMastercard Inc$445.43Mreported value+4.5K shares+0.1%MCOMoody’s Corporation$387.92Mreported value+357.9K shares+9.8%DLTRDollar Tree, Inc.$345.39Mreported value+4.2K shares+0.1%ESGREnstar Group Limited$236.22Mreported value+276.7K shares+23.5%KMXCarmax, Inc.$220.67Mreported value+901.0K shares+26.4%CFXEnovis Corp$217.90Mreported value+275.8K shares+3.8%VRSKVerisk Analytics, Inc.$206.71Mreported value+4.9K shares+0.2%SBACSba Communications Corporation$186.82Mreported value+65.0K shares+3.6%VVisa Inc.$174.92Mreported value+3.8K shares+0.2%LKQLkq Corporation$108.56Mreported value+226.9K shares+7.2%BRK.BBerkshire Hathaway Inc$54.87Mreported value+702 shares+0.2%