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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2019-02-14 (Q4 2018) | Holdings: 25 | 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 |
| AMT - AMERICAN TOWER CORP NEW | 14.15% | $1.1B | +45.60% | +13.60% | +45.21% | ||
| MA - MASTERCARD INC | 12.72% | $1.0B | +156.83% | +12.29% | +54.37% | ||
| MCO - MOODYS CORP | 10.07% | $795.7M | +208.26% | +10.12% | +66.80% | ||
| ORLY - O REILLY AUTOMOTIVE INC NEW | 8.22% | $649.8M | +254.26% | -8.47% | +2.56% | ||
| V - VISA INC | 8.16% | $644.8M | +150.70% | +12.62% | +47.00% | ||
| MKL - MARKEL CORP | 6.74% | $532.6M | +94.17% | +2.85% | +30.30% | ||
| DLTR - DOLLAR TREE INC | 5.81% | $459.4M | +7.45% | +1.05% | -8.15% | ||
| ROP - ROPER INDS INC NEW | Add 1% ($2.1M) | 5.29% | $417.7M | +82.77% | +14.63% | +26.60% | |
| SBAC - SBA COMMUNICATIONS CORP | 5.05% | $399.1M | +33.17% | +13.69% | +58.10% | ||
| KMX - CARMAX INC | Add 10% ($32.8M) | 4.59% | $362.4M | +1.94% | +22.86% | +59.06% | |
| VRSK - VERISK ANALYTICS INC | 3.51% | $277.3M | +151.16% | +13.24% | +38.70% | ||
| UI - UBIQUITI NETWORKS INC | 3.37% | $266.4M | +219.02% | -4.75% | +6.15% | ||
| KKR - KKR & CO L P DEL | Add 27% ($52.1M) | 3.14% | $248.4M | +523.82% | +2.95% | +44.60% | |
| DHR - DANAHER CORP DEL | 2.16% | $170.7M | +100.88% | +17.84% | +47.98% | ||
| AMTD1 - TD AMERITRADE HLDG CORP | Add 13% ($18.7M) | 2.08% | $164.0M | ||||
| ESGR - ENSTAR GROUP LIMITED | Reduce 24% $(46.2M) | 1.90% | $149.8M | -2.29% | +9.02% | ||
| FOCS - FOCUS FINL PARTNERS INC | Add 8% ($5.8M) | 0.99% | $78.2M | +7.88% | +0.91% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.74% | $58.4M | +129.49% | -0.92% | +10.70% | ||
| PRMW1 - PRIMO WTR CORP | 0.50% | $39.9M | -11.83% | +0.13% | |||
| ALRM - ALARM COM HLDGS INC | 0.39% | $31.2M | -17.18% | -10.42% | -27.46% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.16% | $12.9M | +129.64% | -0.46% | +10.67% | ||
| DHIL - DIAMOND HILL INVESTMENT GROU | 0.12% | $9.8M | +48.01% | -7.06% | -4.71% | ||
| BOC - BOSTON OMAHA CORP | Reduce 8% $(501.6K) | 0.07% | $5.7M | -43.38% | +3.69% | -16.96% | |
| LAMR - LAMAR ADVERTISING CO | 0.04% | $3.4M | +117.48% | +8.00% | +30.86% | ||
| GSHD - GOOSEHEAD INS INC | New Purchase | 0.00% | $311.0K | +236.94% | +14.29% | +77.58% | |