13F filing recap · Q4 2021
What did Akre Capital Management buy in Q4 2021?
Reported stock-position changes between this filing and the previous one.
Stock value
$17.23B
Positions
22
Estimated turnover
2.0%
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
MCOMoody’s Corporation$2.20Breported value+1.1K shares+0.0%MAMastercard Inc$2.11Breported value+2.8K shares+0.0%AMTAmerican Tower Corp /ma/$2.05Breported value+1.3K shares+0.0%ORLYO Reilly Automotive Inc$1.12Breported value+574 shares+0.0%KKRKkr & Co. Inc.$1.10Breported value+632 shares+0.0%KMXCarmax, Inc.$949.40Mreported value+181.1K shares+2.5%ADBEAdobe Inc.$867.65Mreported value+105 shares+0.0%ROPRoper Technologies Inc$818.00Mreported value+485 shares+0.0%BAMBrookfield Corporation$792.67Mreported value+711 shares+0.0%CSGPCostar Group, Inc.$771.68Mreported value+1.4K shares+0.0%VRSKVerisk Analytics, Inc.$559.25Mreported value+746 shares+0.0%