Akre Focused Fund released Q2 Letter. 

Here's their top five holdings: 

1. American Tower Corp $AMT
2. Mastercard, Inc. $MA
3. Moody's Corp $MCO
4. Visa, Inc. $V
5. SBA Communications $SBAC

Read the letter here: https://t.co/w64ShWvTH9 https://t.co/7c0QNZAJPJ