2024-02-12 06:33:13 ET
Summary
- Akre Capital Management's 13F portfolio value increased by 4% to $11.88B, with 18 positions in total.
- The largest stakes in the portfolio are Mastercard, Moody's, American Tower, KKR, and O'Reilly Automotive.
- Akre's cash allocation is currently at 3.4%, near the bottom end of their historical range.
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 2/9/2024. Please visit our Tracking Akre Capital Management Portfolio series to get an idea of their investment philosophy and our last update for their moves in Q3 2023....
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For further details see:
Tracking Akre Capital Management Portfolio - Q4 2023 Update