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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2019-08-13 (Q2 2019) | Holdings: 24 | Value: $9.9B | 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 | 14.90% | $1.5B | +15.73% | -3.78% | +15.09% | ||
| MA - MASTERCARD INC | 14.29% | $1.4B | +110.94% | +3.76% | +21.78% | ||
| MCO - MOODYS CORP | 11.25% | $1.1B | +147.94% | +4.38% | +34.91% | ||
| V - VISA INC | 8.60% | $848.2M | +105.30% | +2.31% | +12.44% | ||
| ORLY - O REILLY AUTOMOTIVE INC NEW | 7.07% | $697.0M | +271.19% | +20.27% | +25.79% | ||
| ROP - ROPER INDS INC NEW | 5.82% | $574.0M | +59.67% | -0.96% | +26.77% | ||
| MKL - MARKEL CORP | 5.67% | $559.0M | +73.61% | -0.78% | -3.65% | ||
| SBAC - SBA COMMUNICATIONS CORP | 5.62% | $554.2M | -4.78% | -9.08% | +17.86% | ||
| DLTR - DOLLAR TREE INC | 5.54% | $546.2M | +15.44% | +17.82% | +7.09% | ||
| KMX - CARMAX INC | 5.35% | $527.8M | -25.12% | +15.13% | +24.06% | ||
| VRSK - VERISK ANALYTICS INC | 3.78% | $372.5M | +101.27% | -8.79% | +22.96% | ||
| KKR - KKR & CO L P DEL | 3.27% | $322.3M | +499.04% | +22.81% | +52.91% | ||
| UI - UBIQUITI NETWORKS INC | Reduce 21% $(74.8M) | 2.82% | $277.6M | +283.87% | +66.27% | +65.60% | |
| DHR - DANAHER CORP DEL | 2.40% | $236.6M | +60.38% | -2.03% | +47.94% | ||
| AMTD1 - TD AMERITRADE HLDG CORP | 1.70% | $167.2M | -98.10% | -16.00% | -30.53% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.62% | $61.0M | +140.13% | +12.04% | +7.75% | ||
| PRMW1 - PRIMO WTR CORP | Add 7% ($2.3M) | 0.38% | $37.5M | +7.66% | +24.94% | ||
| ALRM - ALARM COM HLDGS INC | 0.33% | $32.1M | +18.27% | -2.30% | +24.52% | ||
| ESGR - ENSTAR GROUP LIMITED | Reduce 70% $(55.6M) | 0.24% | $23.8M | +16.33% | +7.17% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.14% | $13.4M | +138.10% | +11.21% | +6.81% | ||
| DHIL - DIAMOND HILL INVESTMENT GROU | 0.08% | $8.0M | +68.71% | +7.80% | -1.51% | ||
| BOC - BOSTON OMAHA CORP | 0.06% | $5.6M | -31.13% | +13.93% | -17.51% | ||
| GSHD - GOOSEHEAD INS INC | Add 165% ($3.0M) | 0.05% | $4.9M | +135.27% | +0.88% | +122.35% | |
| LAMR - LAMAR ADVERTISING CO | 0.04% | $3.9M | +107.70% | +6.50% | -8.85% | ||
| FOCS - FOCUS FINL PARTNERS INC | Reduce 100% | 0.00% | $0.00 | ||||