Hedge Fund - Akre Capital Management

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No. Security Ticker Shares Value (x$1000) Activity % Port
1.) MA 341,828 $184,973 10.46%
2.) MCO 2,538,375 $135,346 7.65%
3.) AMT 1,689,673 $129,970 7.35%
4.) MKL 246,769 $124,248 7.03%
5.) DLTR 2,478,884 $120,052 6.79%
6.) ROST 1,937,469 $117,449 6.64%
7.) DTV 1,600,000 $90,544 5.12%
8.) ORLY 823,683 $84,377 4.77%
9.) CFX 1,617,330 $75,271 4.25%
10.) AMTD 3,158,900 $65,137 3.68%