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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2019-11-13 (Q3 2019) | Holdings: 25 | Value: $10.1B | 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 | 15.67% | $1.6B | +21.07% | +22.34% | +15.66% | ||
| MA - MASTERCARD INC | 14.26% | $1.4B | +104.89% | +23.05% | +21.56% | ||
| MCO - MOODYS CORP | 11.47% | $1.2B | +137.78% | +27.36% | +27.09% | ||
| V - VISA INC | 8.29% | $840.7M | +101.51% | +17.65% | +19.56% | ||
| ORLY - O REILLY AUTOMOTIVE INC NEW | 7.41% | $752.0M | +209.22% | -11.64% | +4.27% | ||
| MKL - MARKEL CORP | 5.98% | $606.3M | +74.42% | +16.78% | -5.71% | ||
| SBAC - SBA COMMUNICATIONS CORP | New Purchase | 5.86% | $594.4M | +6.14% | +27.25% | +28.21% | |
| DLTR - DOLLAR TREE INC | 5.72% | $580.6M | -2.09% | -18.51% | -12.14% | ||
| ROP - ROPER INDS INC NEW | 5.51% | $558.9M | +61.82% | +13.07% | +17.92% | ||
| KMX - CARMAX INC | Add 3% ($18.2M) | 5.45% | $553.1M | -34.32% | +3.05% | +1.77% | |
| VRSK - VERISK ANALYTICS INC | 3.97% | $402.3M | +122.93% | +22.97% | +48.01% | ||
| KKR - KKR & CO L P DEL | 3.38% | $342.5M | +394.43% | +14.51% | +30.51% | ||
| BAM - BROOKFIELD ASSET MGMT INC | New Purchase | 2.79% | $282.7M | +115.94% | +18.52% | +5.06% | |
| DHR - DANAHER CORP DEL | 2.36% | $239.1M | +62.87% | +21.41% | +68.57% | ||
| ALRM - ALARM COM HLDGS INC | Add 128% ($35.8M) | 0.63% | $63.8M | +20.98% | +6.81% | +57.42% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.59% | $59.6M | +113.92% | +3.20% | +6.07% | ||
| PRMW1 - PRIMO WTR CORP | 0.37% | $37.5M | +22.34% | +19.58% | |||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.13% | $13.1M | +113.96% | +3.25% | +6.08% | ||
| OLLI - OLLIES BARGAIN OUTLT HLDGS I | New Purchase | 0.06% | $5.9M | +92.21% | -12.30% | +36.20% | |
| GSHD - GOOSEHEAD INS INC | 0.05% | $5.0M | +132.95% | +23.94% | +181.09% | ||
| LAMR - LAMAR ADVERTISING CO | 0.04% | $4.0M | +97.24% | +18.70% | -1.44% | ||
| DSGX - DESCARTES SYS GROUP INC | New Purchase | 0.02% | $2.0M | +153.03% | +16.18% | +35.10% | |
| ESGR - ENSTAR GROUP LIMITED | Reduce 98% $(25.4M) | 0.01% | $549.0K | -1.80% | -0.87% | ||
| BOC - BOSTON OMAHA CORP | Reduce 91% $(4.4M) | 0.00% | $426.0K | -40.31% | -10.67% | -10.71% | |
| DBRG - COLONY CAP INC NEW | New Purchase | 0.00% | $60.0K | -41.32% | +3.60% | -6.16% | |
| DHIL - DIAMOND HILL INVESTMENT GROU | Reduce 100% | 0.00% | $0.00 | ||||
| SBAC - SBA COMMUNICATIONS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| AMTD1 - TD AMERITRADE HLDG CORP | Reduce 100% | 0.00% | $0.00 | ||||
| UI - UBIQUITI NETWORKS INC | Reduce 100% | 0.00% | $0.00 | ||||