In short: Founded in Virginia in 1989. "He returned 12.6% per year to shareholders since 2009" and "over the past decade, Akre Capital Management's portfolio has generated a return of more than 270%." The structure is the lesson: the top five positions are "over 50% of his Portfolio" with an average ROIC of 22.0%, and holdings are kept "for years and even decades."
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.