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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2018-11-14 (Q3 2018) | Holdings: 24 | Value: $8.6B | 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 | 13.85% | $1.2B | +190.14% | +12.93% | +43.31% | ||
| AMT - AMERICAN TOWER CORP NEW | 11.99% | $1.0B | +59.47% | +9.86% | +33.57% | ||
| MCO - MOODYS CORP | 11.09% | $950.0M | +261.86% | +16.89% | +53.24% | ||
| V - VISA INC | 8.56% | $733.5M | +161.44% | +4.55% | +30.30% | ||
| ORLY - O REILLY AUTOMOTIVE INC NEW | 7.65% | $655.5M | +287.72% | +9.98% | +26.20% | ||
| MKL - MARKEL CORP | 7.12% | $609.8M | +83.19% | -6.43% | +4.10% | ||
| ROP - ROPER INDS INC NEW | 5.39% | $461.8M | +97.76% | +9.17% | +21.44% | ||
| DLTR - DOLLAR TREE INC | Add 1% ($4.4M) | 4.84% | $414.8M | +25.15% | +16.10% | +27.85% | |
| SBAC - SBA COMMUNICATIONS CORP | 4.62% | $396.0M | +43.92% | +8.33% | +38.75% | ||
| KMX - CARMAX INC | 4.58% | $392.4M | +0.77% | -0.70% | +56.80% | ||
| VRSK - VERISK ANALYTICS INC | 3.58% | $306.6M | +159.69% | +4.08% | +17.81% | ||
| KKR - KKR & CO L P DEL | 3.18% | $272.7M | +565.77% | +6.23% | +36.67% | ||
| UI - UBIQUITI NETWORKS INC | 3.09% | $264.9M | +304.21% | +26.19% | +75.49% | ||
| ESGR - ENSTAR GROUP LIMITED | Reduce 11% $(30.7M) | 2.85% | $243.9M | +2.45% | +14.93% | ||
| DHR - DANAHER CORP DEL | 2.10% | $179.9M | +123.88% | +11.33% | +43.64% | ||
| AMTD1 - TD AMERITRADE HLDG CORP | 1.83% | $156.8M | |||||
| FOCS - FOCUS FINL PARTNERS INC | New Purchase | 1.52% | $130.5M | +0.63% | -11.75% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.72% | $61.3M | +118.84% | -4.44% | +2.29% | ||
| PRMW1 - PRIMO WTR CORP | 0.60% | $51.3M | +5.95% | -12.05% | |||
| ALRM - ALARM COM HLDGS INC | 0.40% | $34.5M | +13.69% | +36.92% | -7.01% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.16% | $13.4M | +118.42% | -4.53% | +2.06% | ||
| DHIL - DIAMOND HILL INVESTMENT GROU | 0.13% | $10.9M | +36.05% | -8.75% | -10.58% | ||
| BOC - BOSTON OMAHA CORP | Reduce 25% $(2.6M) | 0.09% | $7.9M | -46.47% | -5.49% | -12.55% | |
| LAMR - LAMAR ADVERTISING CO | 0.04% | $3.8M | +128.97% | +6.64% | +18.91% | ||