Quarter snapshot

Akre Capital Management

history	Ticker	Type	Change	% of portfolio	Shares / amount	Value
≡	MA	Direct	−24%	18.58%	2,281,106	$1,139,777,424
≡	BN	Direct	−37%	11.23%	17,027,077	$689,085,823
≡	KKR	Direct	−17%	10.13%	6,718,078	$621,422,174
≡	MCO	Direct	−28%	8.86%	1,246,114	$543,617,232
≡	V	Direct	−39%	8.07%	1,638,798	$495,310,308
≡	ROP	Direct	+14%	7.25%	1,257,232	$444,884,116
≡	CSGP	Direct	+8%	6.8%	10,348,273	$417,449,333
≡	FICO	Direct	+31%	6.33%	363,765	$388,333,688
≡	ORLY	Direct	−42%	5.85%	3,885,813	$358,699,398
≡	CPRT	Direct	+2%	4.33%	7,998,938	$265,564,742
≡	ABNB	Direct	−41%	4.19%	2,034,473	$256,913,250
≡	CCC	Direct	+27%	3.08%	31,513,070	$189,078,420
≡	CRM	Direct	Newly reported	2.18%	717,799	$133,991,539
≡	NOW	Direct	Newly reported	1.87%	1,096,099	$114,597,150
≡	GSHD	Direct	+20%	0.31%	443,385	$18,914,804
—	CRM	Call	Newly reported	0.3%	100,000	$18,667,000
≡	SOPH	Direct		0.3%	3,719,140	$18,409,743
≡	AMT	Direct	−80%	0.14%	50,772	$8,762,232
≡	PRM	Direct	Newly reported	0.1%	250,000	$6,105,000
≡	BRK.B	Direct	−13%	0.08%	10,339	$4,954,449
≡	DHR	Direct	SOLD	—	—	—
≡	KMX	Direct	SOLD	—	—	—

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