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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2021-02-10 (Q4 2020) | Holdings: 28 | Value: $14.8B | 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 INC | 14.18% | $2.1B | +63.45% | +6.53% | +7.55% | ||
| MCO - MOODYS CORP | 11.05% | $1.6B | +84.42% | +18.11% | +20.01% | ||
| AMT - AMERICAN TOWER CORP NEW | Add 1% ($21.8M) | 10.82% | $1.6B | +7.84% | +7.72% | +4.67% | |
| V - VISA INC | 7.75% | $1.1B | +72.64% | +8.75% | +9.05% | ||
| CSGP - COSTAR GROUP INC | Add 1% ($6.6M) | 6.03% | $892.8M | -9.42% | -8.71% | -28.92% | |
| ORLY - O REILLY AUTOMOTIVE INC NEW | 5.63% | $832.6M | +200.11% | +22.83% | +46.62% | ||
| ROP - ROPER INDS INC NEW | 5.57% | $824.7M | +38.78% | +9.50% | +9.27% | ||
| KMX - CARMAX INC | 4.77% | $706.5M | -49.84% | -1.70% | -13.60% | ||
| SBAC - SBA COMMUNICATIONS CORP | 4.70% | $695.5M | -7.58% | +10.57% | +19.00% | ||
| KKR - KKR & CO L P DEL | 4.03% | $596.3M | +193.82% | +15.97% | +30.22% | ||
| ADBE - ADOBE INC | 3.85% | $570.1M | -26.36% | -1.89% | -4.16% | ||
| BAM - BROOKFIELD ASSET MGMT INC | Reduce 4% $(20.6M) | 3.64% | $538.2M | +92.33% | +8.44% | +39.35% | |
| VRSK - VERISK ANALYTICS INC | 3.44% | $508.7M | +61.11% | -8.48% | +1.28% | ||
| DLTR - DOLLAR TREE INC | 3.30% | $489.0M | -3.65% | +2.01% | +24.27% | ||
| LYV - LIVE NATION ENTERTAINMENT IN | 2.72% | $401.9M | +82.20% | +2.22% | +44.38% | ||
| DHR - DANAHER CORP DEL | 2.48% | $367.7M | -7.34% | +7.89% | +14.31% | ||
| MKL - MARKEL CORP | Reduce 35% $(169.1M) | 2.17% | $320.9M | +77.94% | +7.48% | +11.79% | |
| ANSS - ANSYS INC | 1.50% | $221.8M | +0.60% | -17.81% | -18.28% | ||
| ALRM - ALARM COM HLDGS INC | 1.39% | $205.0M | -47.39% | -18.12% | -31.72% | ||
| DBRG - COLONY CAP INC NEW | 0.35% | $51.5M | -52.32% | +16.25% | +34.46% | ||
| OLLI - OLLIES BARGAIN OUTLT HLDGS I | 0.28% | $40.9M | +31.03% | -10.79% | -52.18% | ||
| GSHD - GOOSEHEAD INS INC | 0.21% | $30.4M | -34.33% | -40.33% | -38.71% | ||
| DSGX - DESCARTES SYS GROUP INC | 0.08% | $12.1M | +59.79% | -7.56% | +11.81% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.03% | $4.3M | +96.41% | +19.33% | +33.33% | ||
| LAMR - LAMAR ADVERTISING CO | 0.03% | $4.0M | +74.91% | +18.25% | +31.45% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.01% | $1.0M | +95.26% | +19.17% | +32.77% | ||
| PRMW - PRIMO WTR CORP | Reduce 95% $(8.4M) | 0.00% | $469.0K | +82.54% | -4.64% | -5.87% | |
| TTD - THE TRADE DESK INC | 0.00% | $356.0K | -7.27% | -40.68% | -12.00% | ||