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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2020-02-14 (Q4 2019) | Holdings: 25 | Value: $10.9B | 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 | 15.14% | $1.7B | -0.66% | -9.70% | -10.21% | ||
| MA - MASTERCARD INC | 14.59% | $1.6B | +66.18% | -18.22% | +0.41% | ||
| MCO - MOODYS CORP | 12.37% | $1.3B | +86.78% | -9.32% | +1.78% | ||
| V - VISA INC | 8.42% | $918.3M | +71.51% | -12.48% | -0.38% | ||
| ORLY - O REILLY AUTOMOTIVE INC NEW | 7.58% | $827.0M | +247.85% | +3.53% | +12.60% | ||
| SBAC - SBA COMMUNICATIONS CORP | 5.45% | $594.0M | -16.60% | -3.41% | -11.36% | ||
| KMX - CARMAX INC | Add 7% ($40.5M) | 5.42% | $591.6M | -36.36% | -23.40% | +23.65% | |
| MKL - MARKEL CORP | 5.38% | $586.2M | +49.77% | -37.00% | -18.03% | ||
| ROP - ROPER INDS INC NEW | 5.09% | $555.1M | +43.82% | -7.35% | -1.25% | ||
| DLTR - DOLLAR TREE INC | 4.39% | $478.2M | +19.85% | -15.56% | +21.09% | ||
| VRSK - VERISK ANALYTICS INC | 3.48% | $379.9M | +81.89% | -9.35% | +10.98% | ||
| KKR - KKR & CO L P DEL | 3.41% | $372.1M | +335.04% | -25.31% | +45.90% | ||
| BAM - BROOKFIELD ASSET MGMT INC | Add 17% ($53.5M) | 3.31% | $361.3M | +82.93% | -33.44% | -1.92% | |
| DHR - DANAHER CORP DEL | 2.33% | $254.1M | +33.88% | -1.33% | +46.30% | ||
| CSGP - COSTAR GROUP INC | New Purchase | 1.37% | $149.6M | +14.82% | -11.36% | +22.94% | |
| ALRM - ALARM COM HLDGS INC | Add 18% ($10.3M) | 0.63% | $69.1M | +13.95% | +6.25% | +112.41% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.59% | $64.6M | +107.66% | -25.24% | +8.34% | ||
| ANSS - ANSYS INC | New Purchase | 0.39% | $42.1M | +34.22% | -13.22% | +37.34% | |
| PRMW1 - PRIMO WTR CORP | Add 5% ($1.9M) | 0.33% | $36.2M | -35.54% | +10.92% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.13% | $14.3M | +107.22% | -25.49% | +8.56% | ||
| GSHD - GOOSEHEAD INS INC | Add 70% ($3.0M) | 0.07% | $7.3M | +88.54% | +5.49% | +192.69% | |
| OLLI - OLLIES BARGAIN OUTLT HLDGS I | Add 6% ($420.4K) | 0.06% | $7.0M | +119.68% | +31.04% | +69.21% | |
| LAMR - LAMAR ADVERTISING CO | 0.04% | $4.3M | +66.10% | -37.01% | -6.73% | ||
| DSGX - DESCARTES SYS GROUP INC | 0.02% | $2.1M | +118.78% | -5.35% | +33.08% | ||
| DBRG - COLONY CAP INC NEW | 0.00% | $47.0K | -43.25% | -67.69% | +15.42% | ||
| BOC - BOSTON OMAHA CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ESGR - ENSTAR GROUP LIMITED | Reduce 100% | 0.00% | $0.00 | ||||