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home / news releases / AMT - Tracking Akre Capital Management Portfolio - Q1 2025 Update

AMT - Tracking Akre Capital Management Portfolio - Q1 2025 Update

American Tower Corporation

2025-05-14 22:33:09 ET

Summary

  • Akre Capital’s Q1 2025 13F portfolio value declined ~10% to $10.4B, with the top five holdings making up 61% of assets.
  • Significant gains harvested in long-term winners like Mastercard, O’Reilly Automotive, Moody’s, Visa, and KKR.
  • Cash allocation rose from 1.4% to 6.5% during the quarter.
  • Stake increases in Brookfield, Airbnb, and CCC Intelligent Solutions.

This article is part of a series that provides an ongoing analysis of the changes made to Akre Capital Management’s 13F portfolio on a quarterly basis. It is based on Akre’s regulatory 13F Form filed on 05/13/2025. Please visit our Tracking Akre Capital Management Portfolio series to get an idea of their investment philosophy and our last update for their moves during Q4 2024....

For further details see:

Tracking Akre Capital Management Portfolio - Q1 2025 Update

Stock Information
Company Name: American Tower Corporation
Stock Symbol: AMT
Market: NYSE
Website: americantower.com
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