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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2023-11-13 (Q3 2023) | Holdings: 18 | Value: $11.5B | 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 | 20.12% | $2.3B | +39.98% | +17.31% | +31.78% | ||
| MCO - MOODYS CORP | Reduce 4% $(59.0M) | 13.99% | $1.6B | +44.21% | +5.46% | +39.59% | |
| AMT - AMERICAN TOWER CORP NEW | 9.67% | $1.1B | +20.14% | -1.54% | +4.26% | ||
| V - VISA INC | Reduce 2% $(27.9M) | 9.59% | $1.1B | +42.52% | +12.96% | +26.18% | |
| KKR - KKR & CO L P DEL | Add 11% ($103.3M) | 9.05% | $1.0B | +109.55% | +45.21% | +129.23% | |
| ORLY - OREILLY AUTOMOTIVE INC | Reduce 5% $(53.0M) | 8.33% | $959.3M | +36.65% | +4.83% | +22.32% | |
| ROP - ROPER TECHNOLOGIES INC | Reduce 5% $(39.2M) | 6.62% | $762.6M | +6.09% | +4.58% | +9.48% | |
| MA - MASTERCARD INCORPORATED | CALL | 5.41% | $623.5M | ||||
| BN - BROOKFIELD CORP | Reduce 1% $(5.0M) | 4.93% | $567.4M | +93.27% | +19.78% | +75.56% | |
| CSGP - COSTAR GROUP INC | Add 2% ($10.6M) | 4.84% | $557.4M | +4.19% | +1.99% | -7.03% | |
| DHR - DANAHER CORPORATION | Reduce 1% $(3.7M) | 3.83% | $440.5M | -2.93% | +23.90% | +19.97% | |
| KMX - CARMAX INC | Reduce 4% $(8.3M) | 1.68% | $193.3M | -4.47% | +10.36% | +18.63% | |
| BAM - BROOKFIELD ASSET MANAGMT LTD | Reduce 6% $(7.6M) | 1.00% | $115.5M | +26.69% | +81.77% | ||
| DBRG - DIGITALBRIDGE GROUP INC | Reduce 11% $(10.1M) | 0.68% | $78.2M | -34.65% | +21.02% | -22.78% | |
| GSHD - GOOSEHEAD INS INC | 0.16% | $18.2M | +32.34% | +17.06% | +55.36% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.05% | $6.0M | +33.36% | +13.09% | +32.67% | ||
| VRSK - VERISK ANALYTICS INC | Reduce 2% $(80.6K) | 0.04% | $4.4M | +25.75% | +2.21% | +19.36% | |
| DLTR - DOLLAR TREE INC | Reduce 5% $(146.9K) | 0.03% | $3.1M | -7.01% | +22.08% | -42.69% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Reduce 100% | 0.00% | $0.00 | ||||