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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2020-05-11 (Q1 2020) | Holdings: 28 | Value: $10.3B | 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 | Reduce 2% $(31.5M) | 14.90% | $1.5B | +5.51% | +5.43% | +3.10% | |
| MA - MASTERCARD INC | Add 9% ($111.0M) | 13.58% | $1.4B | +102.12% | +16.98% | +27.79% | |
| MCO - MOODYS CORP | Reduce 1% $(9.2M) | 11.58% | $1.2B | +103.02% | +9.59% | +26.45% | |
| V - VISA INC | Add 7% ($57.4M) | 8.21% | $844.8M | +96.22% | +8.45% | +20.95% | |
| SBAC - SBA COMMUNICATIONS CORP | 6.46% | $665.5M | -17.28% | +2.80% | -3.47% | ||
| ORLY - O REILLY AUTOMOTIVE INC NEW | Reduce 2% $(13.2M) | 5.39% | $554.8M | +243.90% | +16.53% | +37.85% | |
| ROP - ROPER INDS INC NEW | Add 9% ($43.0M) | 5.17% | $531.7M | +54.11% | +22.84% | +18.55% | |
| MKL - MARKEL CORP | Reduce 3% $(14.3M) | 4.48% | $461.5M | +129.37% | +24.45% | +36.45% | |
| KMX - CARMAX INC | Add 21% ($77.7M) | 4.28% | $440.9M | -18.75% | +37.07% | +52.33% | |
| ADBE - ADOBE INC | New Purchase | 3.52% | $362.8M | -1.96% | +19.89% | +27.09% | |
| VRSK - VERISK ANALYTICS INC | Reduce 4% $(13.3M) | 3.32% | $341.3M | +93.61% | +19.08% | +8.05% | |
| DLTR - DOLLAR TREE INC | Reduce 10% $(39.1M) | 3.25% | $334.5M | +36.92% | +27.49% | +41.13% | |
| KKR - KKR & CO L P DEL | Add 11% ($33.6M) | 3.23% | $333.0M | +446.50% | +37.96% | +107.39% | |
| BAM - BROOKFIELD ASSET MGMT INC | Add 15% ($41.8M) | 3.09% | $318.3M | +144.04% | +0.73% | +34.38% | |
| CSGP - COSTAR GROUP INC | Add 75% ($110.6M) | 2.50% | $257.4M | +26.26% | +23.83% | +22.92% | |
| LYV - LIVE NATION ENTERTAINMENT IN | New Purchase | 2.42% | $249.2M | +258.28% | +25.95% | +91.10% | |
| DHR - DANAHER CORP DEL | 2.23% | $229.1M | +36.96% | +26.99% | +54.76% | ||
| ANSS - ANSYS INC | Add 186% ($70.9M) | 1.06% | $108.9M | +46.43% | +14.99% | +19.52% | |
| ALRM - ALARM COM HLDGS INC | Add 10% ($6.4M) | 0.67% | $68.9M | +4.45% | +11.18% | +58.01% | |
| OLLI - OLLIES BARGAIN OUTLT HLDGS I | Add 370% ($18.2M) | 0.23% | $23.2M | +67.16% | +39.97% | +8.08% | |
| PRMW - PRIMO WTR CORP | New Purchase | 0.14% | $14.3M | +202.56% | +42.25% | +57.97% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 83% $(43.5M) | 0.08% | $8.6M | +168.34% | +21.71% | +61.48% | |
| GSHD - GOOSEHEAD INS INC | 0.07% | $7.7M | +70.89% | +66.13% | +49.76% | ||
| DSGX - DESCARTES SYS GROUP INC | Add 315% ($5.4M) | 0.07% | $7.1M | +124.34% | +20.09% | +25.79% | |
| DBRG - COLONY CAP INC NEW | Add 14884% ($2.6M) | 0.03% | $2.6M | +45.91% | +39.89% | +242.08% | |
| LAMR - LAMAR ADVERTISING CO | 0.02% | $2.5M | +132.84% | +2.11% | +53.84% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | Reduce 93% $(10.6M) | 0.01% | $816.0K | +168.37% | +21.81% | +61.90% | |
| MAR - MARRIOTT INTL INC NEW | New Purchase | 0.01% | $561.0K | +241.91% | +15.75% | +63.86% | |
| PRMW1 - PRIMO WTR CORP | Reduce 100% | 0.00% | $0.00 | ||||