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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2023-05-12 (Q1 2023) | Holdings: 20 | Value: $11.4B | 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 | 18.77% | $2.1B | +46.02% | +4.53% | +20.58% | ||
| MCO - MOODYS CORP | 15.36% | $1.7B | +62.31% | +9.24% | +29.03% | ||
| AMT - AMERICAN TOWER CORP NEW | 12.58% | $1.4B | +17.59% | -6.02% | -4.57% | ||
| V - VISA INC | 9.76% | $1.1B | +52.36% | +5.26% | +21.56% | ||
| ORLY - OREILLY AUTOMOTIVE INC | 8.83% | $1.0B | +42.65% | -1.43% | +5.62% | ||
| KKR - KKR & CO L P DEL | 7.01% | $797.1M | +188.76% | +28.17% | +109.77% | ||
| ROP - ROPER TECHNOLOGIES INC | 6.42% | $729.6M | +19.37% | +7.48% | +13.50% | ||
| BN - BROOKFIELD CORP | Add 5% ($26.7M) | 5.22% | $592.7M | +109.38% | +11.92% | +44.27% | |
| CSGP - COSTAR GROUP INC | 4.31% | $489.6M | +11.39% | +7.71% | +17.34% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 3% $(15.6M) | 4.07% | $462.1M | +7.95% | +54.81% | +43.21% | |
| DHR - DANAHER CORPORATION | 3.97% | $450.7M | -3.20% | +13.32% | +25.50% | ||
| KMX - CARMAX INC | Reduce 41% $(140.9M) | 1.75% | $199.2M | -11.38% | +20.22% | +5.39% | |
| BAM - BROOKFIELD ASSET MANAGMT LTD | 1.06% | $120.8M | +12.94% | +30.05% | |||
| DBRG - DIGITALBRIDGE GROUP INC | Add 3% ($1.7M) | 0.54% | $61.6M | -3.07% | +57.71% | +33.63% | |
| GSHD - GOOSEHEAD INS INC | 0.11% | $12.7M | +72.81% | +6.91% | +2.71% | ||
| GOOG - ALPHABET INC | CALL | 0.09% | $10.4M | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.05% | $5.3M | +45.60% | +11.02% | +27.36% | ||
| DLTR - DOLLAR TREE INC | 0.04% | $4.3M | -32.91% | -8.31% | -24.31% | ||
| VRSK - VERISK ANALYTICS INC | 0.03% | $3.6M | +41.47% | +10.48% | +15.27% | ||
| MA - MASTERCARD INCORPORATED | CALL | 0.03% | $3.6M | ||||
| ALRM - ALARM COM HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||