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Replies to #1322 on EQUITIES IRHub

ICEQUITY

02/19/12 5:58 PM

#1323 RE: ICEQUITY #1322

Akre Capital Management - Hedge Fund

Latest statistics and disclosures from Akre Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AMT, BRK.B, BAC, BDX, AAPL. These five stock positions account for 17.09% of Akre Capital Management's total stock portfolio.

Added to shares of BAC, AAPL.

Started new stock positions in BAC, AAPL.

Reduced shares in these stocks: AMT (-$715.21M), MA (-$55.90M), BRK.B (-$53.69M), ROST (-$50.61M), Enstar Group Limited shs (-$48.99M), DLTR (-$47.75M), MKL (-$44.30M), LAMR (-$43.51M), O'reilly Automotive (-$39.98M), BDX (-$33.62M).

Sold out of its positions in ARO, NLY, BRK.A, CSX, KMX, DHIL, DLTR, Enterprise Products Partners, EPR,

As of Dec. 31, 2011, Akre Capital Management has $642.55M in assets under management (AUM). Assets under management grew from a total value of $558.65M to $642.55M.
Independent of market fluctuations, Akre Capital Management was a net seller by $1.27B worth of stocks in the most recent quarter.

http://stockzoa.com/fund/akre-capital-management-llc/