Akre Capital Management 13F holdings, Q4 2000
Holdings as of December 31, 2000 · filings on SEC EDGAR · latest filing →
Akre Capital Management disclosed 37 US equity positions worth $99.3m in its Q4 2000 13F filing. The largest position was MKL at 18.2% of the reported book, followed by PENN and Amer Tower.
What did Akre Capital Management own in Q4 2000? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MKL Markel Corp | Financial Services | 18.2% | $18.1m | 99,864 | – | |
| 2 | PENN Penn Nat'l | Consumer Cyclical | 11.2% | $11.1m | 1,092,230 | – | |
| 3 | Amer Tower | 8.6% | $8.6m | 344,225 | – | ||
| 4 | BRK/A Berk Hath A | 8.5% | $8.4m | 119 | – | ||
| 5 | Fed Home Loan | 7.1% | $7.0m | 101,689 | – | ||
| 6 | Citigroup | 6.2% | $6.2m | 121,564 | – | ||
| 7 | Bank of NY | 5.0% | $4.9m | 89,248 | – | ||
| 8 | Intl Spwy | 4.8% | $4.8m | 125,551 | – | ||
| 9 | Dover Downs | 4.7% | $4.7m | 415,975 | – | ||
| 10 | Wells Fargo | 4.2% | $4.1m | 74,145 | – | ||
| 11 | Berk Hath B | 2.5% | $2.5m | 1,056 | – | ||
| 12 | Micros Sys | 2.3% | $2.2m | 122,610 | – | ||
| 13 | Lib Med Grp | 2.0% | $2.0m | 147,085 | – | ||
| 14 | Gemstar Int'l | 1.5% | $1.5m | 32,500 | – | ||
| 15 | CSCO Cisco Systems | Technology | 1.2% | $1.1m | 30,000 | – | |
| 16 | AES AES Inc | Utilities | 1.1% | $1.1m | 20,000 | – | |
| 17 | Burke & Herb | 1.1% | $1.1m | 1,638 | – | ||
| 18 | II VI Inc | 1.1% | $1.1m | 70,000 | – | ||
| 19 | CSCO Jan 01@65 put | 0.8% | $810.0k | 300 | – | ||
| 20 | COST Costco | Consumer Defensive | 0.8% | $799.0k | 20,000 | – | |
| 21 | AMT Jan'02 @30 call | 0.8% | $795.0k | 600 | – | ||
| 22 | BMY Bristol Myers | Healthcare | 0.7% | $710.0k | 9,600 | – | |
| 23 | COF Capital One | Financial Services | 0.7% | $658.0k | 10,000 | – | |
| 24 | ABT Abbott Lab | Healthcare | 0.6% | $581.0k | 12,000 | – | |
| 25 | KO Coca-Cola | Consumer Defensive | 0.6% | $560.0k | 9,192 | – | |
| 26 | Aether Systems | 0.6% | $548.0k | 14,000 | – | ||
| 27 | Ciena Corp | 0.5% | $447.0k | 5,500 | – | ||
| 28 | Infospace | 0.4% | $442.0k | 50,000 | – | ||
| 29 | Philip Mor | 0.4% | $396.0k | 9,000 | – | ||
| 30 | ORCL Oracle Corp | Technology | 0.4% | $378.0k | 13,000 | – | |
| 31 | Green Mntn Cof | 0.4% | $375.0k | 7,500 | – | ||
| 32 | Pinnacle Hldg | 0.4% | $363.0k | 40,000 | – | ||
| 33 | Sun Microsys | 0.3% | $307.0k | 11,000 | – | ||
| 34 | CSX CSX Corp | Industrials | 0.2% | $247.0k | 9,518 | – | |
| 35 | Airnet Systems | 0.2% | $155.0k | 40,100 | – | ||
| 36 | Radio One | 0.1% | $140.0k | 13,100 | – | ||
| 37 | Merck | 0.1% | $72.0k | 7,700 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.