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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2024-08-13 (Q2 2024) | Holdings: 19 | 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 | Reduce 12% $(251.9M) | 15.68% | $1.8B | +20.53% | +13.46% | ||
| MCO - MOODYS CORP | Reduce 5% $(97.6M) | 15.63% | $1.8B | +7.45% | +4.00% | ||
| KKR - KKR & CO L P DEL | Reduce 8% $(125.2M) | 12.68% | $1.4B | +18.77% | +29.92% | ||
| AMT - AMERICAN TOWER CORP NEW | Reduce 1% $(12.3M) | 10.49% | $1.2B | +1.28% | -12.11% | ||
| ORLY - OREILLY AUTOMOTIVE INC | Reduce 3% $(34.1M) | 8.88% | $1.0B | +23.20% | +10.28% | ||
| ROP - ROPER TECHNOLOGIES INC | 7.66% | $870.1M | +4.54% | +7.88% | |||
| V - VISA INC | 7.56% | $858.7M | +33.72% | +18.39% | |||
| BN - BROOKFIELD CORP | Add 3% ($21.1M) | 6.75% | $767.1M | +39.44% | +26.66% | ||
| CSGP - COSTAR GROUP INC | Add 21% ($111.9M) | 5.72% | $650.2M | +15.03% | +2.65% | ||
| DHR - DANAHER CORPORATION | 3.90% | $443.6M | -27.79% | -10.75% | |||
| KMX - CARMAX INC | Reduce 21% $(40.8M) | 1.38% | $157.4M | -18.30% | +1.45% | ||
| ABNB - AIRBNB INC | New Purchase | 1.25% | $141.9M | +15.99% | +14.31% | ||
| SBAC - SBA COMMUNICATIONS CORP NEW | Add 177% ($62.7M) | 0.86% | $98.2M | +7.75% | +1.32% | ||
| CCCS - CCC INTELLIGENT SOLUTIONS HL | Add 12% ($9.1M) | 0.76% | $86.8M | -8.26% | +15.06% | ||
| DBRG - DIGITALBRIDGE GROUP INC | Reduce 11% $(6.4M) | 0.44% | $49.9M | -14.29% | +1.28% | ||
| GSHD - GOOSEHEAD INS INC | Add 50% ($7.0M) | 0.19% | $21.0M | +19.61% | +40.42% | ||
| SOPH - SOPHIA GENETICS SA | New Purchase | 0.08% | $8.8M | -0.29% | +6.32% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 4% $(242.0K) | 0.06% | $6.5M | +8.58% | +8.01% | ||
| VRSK - VERISK ANALYTICS INC | Reduce 7% $(338.6K) | 0.04% | $4.3M | +13.80% | +8.02% | ||
| BAM - BROOKFIELD ASSET MANAGMT LTD | Reduce 100% | 0.00% | $0.00 | ||||
| DLTR - DOLLAR TREE INC | Reduce 100% | 0.00% | $0.00 | ||||
| UBER - UBER TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||