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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2020-11-13 (Q3 2020) | Holdings: 28 | Value: $14.2B | 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 |
| MA - MASTERCARD INCORPORATED | 14.02% | $2.0B | +65.42% | -0.05% | +6.24% | ||
| AMT - AMERICAN TOWER CORP NEW | 11.99% | $1.7B | +2.26% | -7.57% | +8.60% | ||
| MCO - MOODYS CORP | 11.51% | $1.6B | +86.09% | +1.41% | +42.18% | ||
| V - VISA INC | 7.39% | $1.0B | +67.07% | -2.96% | -0.45% | ||
| ORLY - OREILLY AUTOMOTIVE INC | 5.98% | $848.6M | +194.90% | -4.54% | +40.08% | ||
| CSGP - COSTAR GROUP INC | 5.73% | $813.5M | -8.47% | -2.00% | -8.78% | ||
| SBAC - SBA COMMUNICATIONS CORP NEW | 5.53% | $785.1M | -19.45% | -14.39% | +15.52% | ||
| ROP - ROPER TECHNOLOGIES INC | Add 10% ($70.7M) | 5.33% | $756.1M | +40.28% | -3.68% | +22.34% | |
| KMX - CARMAX INC | Reduce 8% $(61.9M) | 4.85% | $687.5M | -35.26% | +25.78% | +53.80% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | 3.94% | $559.1M | -20.90% | +8.95% | +43.29% | ||
| KKR - KKR & CO INC | 3.57% | $505.7M | +273.79% | +25.36% | +105.27% | ||
| MKL - MARKEL CORP | Reduce 3% $(15.7M) | 3.26% | $461.8M | +85.87% | +1.73% | +20.14% | |
| VRSK - VERISK ANALYTICS INC | 3.20% | $454.1M | +51.28% | -7.70% | +7.35% | ||
| BAM - BROOKFIELD ASSET MGMT INC | Add 18% ($67.4M) | 3.16% | $447.7M | +115.12% | +15.34% | +58.65% | |
| DLTR - DOLLAR TREE INC | 2.92% | $413.6M | +11.21% | +12.36% | +34.88% | ||
| DHR - DANAHER CORPORATION | 2.51% | $356.4M | -6.11% | +2.59% | +27.21% | ||
| LYV - LIVE NATION ENTERTAINMENT IN | Reduce 2% $(6.4M) | 2.08% | $294.7M | +112.13% | +23.45% | +68.37% | |
| ANSS - ANSYS INC | 1.41% | $199.5M | +19.67% | +22.45% | +20.19% | ||
| ALRM - ALARM COM HLDGS INC | Add 11% ($10.9M) | 0.77% | $109.5M | -23.50% | +42.60% | +18.55% | |
| OLLI - OLLIES BARGAIN OUTLET HLDGS | 0.31% | $43.7M | +43.78% | +10.74% | -20.95% | ||
| DBRG - COLONY CAP INC NEW | Add 614% ($25.1M) | 0.21% | $29.2M | -34.88% | +32.44% | +99.27% | |
| GSHD - GOOSEHEAD INS INC | Add 29% ($4.7M) | 0.15% | $21.1M | -16.47% | +29.68% | +16.01% | |
| DSGX - DESCARTES SYS GROUP INC | 0.08% | $11.8M | +82.84% | +11.22% | +57.71% | ||
| PRMW - PRIMO WATER CORPORATION | Reduce 48% $(7.5M) | 0.06% | $8.0M | +112.96% | +14.52% | +32.11% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 60% $(5.9M) | 0.03% | $4.0M | +103.89% | +6.38% | +23.46% | |
| LAMR - LAMAR ADVERTISING CO NEW | 0.02% | $3.2M | +98.10% | +11.23% | +56.37% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.01% | $960.0K | +104.35% | +7.05% | +24.44% | ||
| TTD - THE TRADE DESK INC | New Purchase | 0.00% | $231.0K | +11.67% | +20.69% | +46.46% | |
| MAR - MARRIOTT INTL INC NEW | Reduce 100% | 0.00% | $0.00 | ||||