13F filing recap · Q2 2020
What did Akre Capital Management buy in Q2 2020?
Reported stock-position changes between this filing and the previous one.
Stock value
$13.27B
Positions
28
Estimated turnover
5.4%
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
MAMastercard Inc$1.74Breported value+97.6K shares+1.7%CSGPCostar Group, Inc.$678.94Mreported value+517.0K shares+118.0%ROPRoper Technologies Inc$673.54Mreported value+29.6K shares+1.7%KKRKkr & Co. Inc.$454.61Mreported value+534.3K shares+3.8%BAMBrookfield Corporation$378.42Mreported value+4.31M shares+59.9%LYVLive Nation Entertainment, Inc.$247.70Mreported value+106.4K shares+1.9%ANSSAnsys Inc$177.89Mreported value+141.1K shares+30.1%ALRMAlarm.com Holdings, Inc.$115.68Mreported value+13.4K shares+0.8%GSHDGoosehead Insurance, Inc.$14.18Mreported value+16.5K shares+9.6%CLNYColony Capital Inc$3.60Mreported value+1.6K shares+0.1%