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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2020-08-11 (Q2 2020) | Holdings: 28 | Value: $13.3B | 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 | 13.71% | $1.8B | +2.65% | -3.18% | +15.71% | ||
| MA - MASTERCARD INC | Add 2% ($28.9M) | 13.11% | $1.7B | +75.78% | +0.00% | +10.67% | |
| MCO - MOODYS CORP | 11.67% | $1.5B | +87.80% | -0.09% | +37.86% | ||
| V - VISA INC | 7.63% | $1.0B | +84.61% | +4.97% | +17.34% | ||
| ORLY - O REILLY AUTOMOTIVE INC NEW | 5.85% | $776.7M | +201.27% | +0.12% | +30.83% | ||
| SBAC - SBA COMMUNICATIONS CORP | 5.53% | $734.4M | -15.95% | +0.23% | +18.91% | ||
| KMX - CARMAX INC | 5.50% | $730.2M | -34.69% | -11.08% | +23.53% | ||
| CSGP - COSTAR GROUP INC | Add 118% ($367.4M) | 5.11% | $678.9M | +1.89% | +10.88% | +3.30% | |
| ROP - ROPER INDS INC NEW | Add 2% ($11.5M) | 5.07% | $673.5M | +32.93% | -10.47% | +10.32% | |
| ADBE - ADOBE INC | 3.74% | $496.3M | -12.60% | +5.76% | +45.04% | ||
| KKR - KKR & CO L P DEL | Add 4% ($16.5M) | 3.42% | $454.6M | +296.72% | +1.03% | +83.45% | |
| MKL - MARKEL CORP | Reduce 1% $(6.5M) | 3.41% | $452.7M | +81.58% | -7.46% | +16.38% | |
| DLTR - DOLLAR TREE INC | 3.18% | $421.7M | +7.82% | -3.75% | +4.77% | ||
| VRSK - VERISK ANALYTICS INC | 3.14% | $416.7M | +65.60% | +5.85% | +1.52% | ||
| BAM - BROOKFIELD ASSET MGMT INC | Add 60% ($141.7M) | 2.85% | $378.4M | +137.23% | +5.41% | +68.09% | |
| DHR - DANAHER CORP DEL | 2.21% | $292.7M | +14.65% | +15.69% | +56.20% | ||
| LYV - LIVE NATION ENTERTAINMENT IN | Add 2% ($4.7M) | 1.87% | $247.7M | +175.58% | +18.76% | +60.31% | |
| ANSS - ANSYS INC | Add 30% ($41.2M) | 1.34% | $177.9M | +21.38% | +7.07% | +20.24% | |
| ALRM - ALARM COM HLDGS INC | Add 1% ($868.5K) | 0.87% | $115.7M | -1.94% | +21.26% | +47.32% | |
| OLLI - OLLIES BARGAIN OUTLT HLDGS I | 0.37% | $48.8M | +21.82% | -18.87% | -18.54% | ||
| PRMW - PRIMO WTR CORP | Reduce 31% $(6.8M) | 0.11% | $15.0M | +127.93% | -2.59% | +15.58% | |
| GSHD - GOOSEHEAD INS INC | Add 10% ($1.2M) | 0.11% | $14.2M | +11.16% | +24.00% | +42.00% | |
| DSGX - DESCARTES SYS GROUP INC | 0.08% | $11.0M | +83.89% | -3.40% | +31.75% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(126.7K) | 0.06% | $8.3M | +124.06% | +5.45% | +36.20% | |
| DBRG - COLONY CAP INC NEW | 0.03% | $3.6M | +3.03% | +51.76% | +180.39% | ||
| LAMR - LAMAR ADVERTISING CO | 0.02% | $3.2M | +121.55% | +6.75% | +60.59% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.01% | $802.0K | +123.34% | +5.17% | +36.31% | ||
| MAR - MARRIOTT INTL INC NEW | 0.00% | $643.0K | +191.17% | +16.26% | +35.84% | ||