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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2019-05-13 (Q1 2019) | Holdings: 25 | Value: $9.5B | 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 | Add 2% ($23.5M) | 14.95% | $1.4B | +30.29% | +11.47% | +18.46% | |
| MA - MASTERCARD INC | 13.24% | $1.3B | +135.36% | +10.47% | +15.14% | ||
| MCO - MOODYS CORP | 10.86% | $1.0B | +183.46% | +12.34% | +39.02% | ||
| V - VISA INC | 8.06% | $763.3M | +129.21% | +9.92% | +15.31% | ||
| ORLY - O REILLY AUTOMOTIVE INC NEW | 7.73% | $732.9M | +285.28% | +4.06% | +12.27% | ||
| ROP - ROPER INDS INC NEW | 5.66% | $536.0M | +61.72% | -0.29% | +3.03% | ||
| DLTR - DOLLAR TREE INC | 5.64% | $534.3M | +7.31% | -6.16% | -23.93% | ||
| MKL - MARKEL CORP | 5.39% | $511.2M | +90.50% | +7.47% | -21.64% | ||
| SBAC - SBA COMMUNICATIONS CORP | 5.19% | $492.2M | +17.43% | +21.39% | +35.44% | ||
| KMX - CARMAX INC | Add 5% ($21.0M) | 4.48% | $424.2M | -18.18% | +8.81% | -2.34% | |
| UI - UBIQUITI NETWORKS INC | 4.23% | $401.2M | +233.52% | -14.82% | +33.74% | ||
| VRSK - VERISK ANALYTICS INC | 3.57% | $338.3M | +125.27% | +10.64% | +11.79% | ||
| KKR - KKR & CO L P DEL | Add 1% ($2.4M) | 3.16% | $299.6M | +526.38% | +4.31% | +7.48% | |
| DHR - DANAHER CORP DEL | 2.31% | $218.5M | +72.01% | +5.12% | +25.08% | ||
| AMTD1 - TD AMERITRADE HLDG CORP | 1.77% | $167.5M | |||||
| FOCS - FOCUS FINL PARTNERS INC | 1.12% | $105.9M | -32.16% | -32.71% | |||
| ESGR - ENSTAR GROUP LIMITED | Reduce 49% $(76.3M) | 0.84% | $79.2M | +0.31% | -27.54% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.61% | $57.5M | +128.58% | -4.79% | -16.89% | ||
| PRMW1 - PRIMO WTR CORP | 0.47% | $44.2M | -14.17% | -26.12% | |||
| ALRM - ALARM COM HLDGS INC | 0.41% | $39.0M | -9.12% | -22.07% | -17.37% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.13% | $12.7M | +127.35% | -4.87% | -17.37% | ||
| DHIL - DIAMOND HILL INVESTMENT GROU | Reduce 14% $(1.3M) | 0.08% | $7.9M | +62.06% | -7.01% | -23.53% | |
| BOC - BOSTON OMAHA CORP | 0.06% | $6.0M | -45.75% | -19.32% | -29.81% | ||
| LAMR - LAMAR ADVERTISING CO | 0.04% | $3.8M | +104.88% | -3.99% | -21.62% | ||
| GSHD - GOOSEHEAD INS INC | Add 224% ($739.0K) | 0.01% | $1.1M | +214.21% | +33.16% | +70.88% | |