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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2024-05-13 (Q1 2024) | Holdings: 20 | Value: $12.1B | 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 | Reduce 9% $(217.4M) | 18.37% | $2.2B | +21.06% | +0.64% | +25.93% | |
| MCO - MOODYS CORP | Reduce 7% $(127.3M) | 14.48% | $1.8B | +25.18% | +16.95% | +20.84% | |
| KKR - KKR & CO L P DEL | Reduce 11% $(177.9M) | 12.38% | $1.5B | +37.99% | +18.56% | +29.76% | |
| AMT - AMERICAN TOWER CORP NEW | Reduce 9% $(119.9M) | 10.13% | $1.2B | +22.31% | +20.75% | +13.36% | |
| ORLY - OREILLY AUTOMOTIVE INC | Reduce 3% $(35.5M) | 9.23% | $1.1B | +35.16% | +11.58% | +30.99% | |
| V - VISA INC | Reduce 7% $(66.1M) | 7.55% | $913.1M | +25.32% | -6.19% | +28.73% | |
| ROP - ROPER TECHNOLOGIES INC | Reduce 2% $(15.7M) | 7.17% | $866.3M | +5.13% | +1.28% | +9.04% | |
| BN - BROOKFIELD CORP | Reduce 1% $(4.0M) | 6.22% | $751.9M | +44.80% | +5.23% | +35.84% | |
| CSGP - COSTAR GROUP INC | 5.80% | $701.5M | -5.60% | -17.44% | -15.03% | ||
| DHR - DANAHER CORPORATION | 3.67% | $443.4M | -23.68% | +5.53% | -25.79% | ||
| KMX - CARMAX INC | Reduce 1% $(2.2M) | 1.95% | $235.4M | -17.35% | +1.64% | -11.00% | |
| UBER - UBER TECHNOLOGIES INC | New Purchase | 1.13% | $136.7M | +40.03% | +9.23% | +37.30% | |
| CCCS - CCC INTELLIGENT SOLUTIONS HL | New Purchase | 0.69% | $83.7M | -10.94% | -3.11% | -14.81% | |
| DBRG - DIGITALBRIDGE GROUP INC | Reduce 7% $(5.7M) | 0.66% | $79.2M | -28.92% | -18.13% | -36.17% | |
| SBAC - SBA COMMUNICATIONS CORP NEW | 0.32% | $39.1M | +17.68% | +9.37% | +13.40% | ||
| GSHD - GOOSEHEAD INS INC | 0.13% | $16.2M | +65.71% | +37.98% | +82.88% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.06% | $6.9M | +14.54% | +6.83% | +22.65% | ||
| VRSK - VERISK ANALYTICS INC | 0.03% | $4.1M | +22.03% | +8.57% | +22.32% | ||
| BAM - BROOKFIELD ASSET MANAGMT LTD | Reduce 98% $(142.6M) | 0.02% | $2.6M | +3.53% | |||
| DLTR - DOLLAR TREE INC | Reduce 90% $(2.6M) | 0.00% | $296.8K | -12.91% | -24.50% | -29.66% | |