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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2018-08-14 (Q2 2018) | Holdings: 23 | Value: $7.9B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| MA - MASTERCARD INC | New Purchase | 13.23% | $1.0B | +182.40% | -0.84% | +34.91% | |
| AMT - AMERICAN TOWER CORP NEW | New Purchase | 12.88% | $1.0B | +75.04% | +9.35% | +53.40% | |
| MCO - MOODYS CORP | New Purchase | 12.24% | $969.3M | +209.95% | -13.04% | +24.88% | |
| V - VISA INC | New Purchase | 8.18% | $647.3M | +159.50% | +1.40% | +26.60% | |
| MKL - MARKEL CORP | New Purchase | 7.03% | $556.7M | +66.99% | -7.11% | -4.62% | |
| ORLY - O REILLY AUTOMOTIVE INC NEW | New Purchase | 6.53% | $516.6M | +326.51% | +7.89% | +17.06% | |
| ROP - ROPER INDS INC NEW | New Purchase | 5.44% | $430.3M | +93.39% | +0.59% | +19.93% | |
| DLTR - DOLLAR TREE INC | New Purchase | 5.40% | $427.8M | +13.39% | -8.99% | -0.88% | |
| SBAC - SBA COMMUNICATIONS CORP | New Purchase | 5.14% | $407.0M | +59.17% | +9.91% | +67.83% | |
| KMX - CARMAX INC | New Purchase | 4.84% | $382.9M | -12.99% | -12.67% | +16.40% | |
| VRSK - VERISK ANALYTICS INC | New Purchase | 3.46% | $273.9M | +167.96% | +6.11% | +33.39% | |
| ESGR - ENSTAR GROUP LIMITED | New Purchase | 3.45% | $273.0M | -15.27% | -17.53% | ||
| KKR - KKR & CO L P DEL | New Purchase | 3.14% | $248.5M | +490.90% | -11.13% | -2.94% | |
| UI - UBIQUITI NETWORKS INC | New Purchase | 2.87% | $227.1M | +436.44% | +37.01% | +35.63% | |
| DHR - DANAHER CORP DEL | New Purchase | 2.06% | $163.3M | +123.94% | +1.60% | +37.68% | |
| AMTD1 - TD AMERITRADE HLDG CORP | New Purchase | 2.05% | $162.5M | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.68% | $53.5M | +129.32% | +6.03% | -3.27% | |
| PRMW1 - PRIMO WTR CORP | New Purchase | 0.63% | $49.7M | -3.84% | -19.37% | ||
| ALRM - ALARM COM HLDGS INC | New Purchase | 0.31% | $24.3M | +7.12% | -2.94% | -7.88% | |
| DHIL - DIAMOND HILL INVESTMENT GROU | New Purchase | 0.16% | $12.8M | +26.38% | -7.26% | -27.52% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.15% | $11.8M | +127.42% | +5.26% | -3.85% | |
| BOC - BOSTON OMAHA CORP | New Purchase | 0.09% | $7.4M | -33.67% | +31.78% | -1.60% | |
| LAMR - LAMAR ADVERTISING CO | New Purchase | 0.04% | $3.3M | +127.93% | +1.95% | +4.92% | |