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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2024-11-13 (Q3 2024) | Holdings: 18 | Value: $12.0B | Filing Link
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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 3% $(58.6M) | 16.11% | $1.9B | +6.18% | +8.64% | ||
| MCO - MOODYS CORP | Reduce 20% $(407.3M) | 13.28% | $1.6B | +2.62% | +7.91% | ||
| KKR - KKR & CO L P DEL | Reduce 17% $(299.8M) | 12.38% | $1.5B | -9.73% | -7.67% | ||
| AMT - AMERICAN TOWER CORP NEW | Reduce 1% $(19.0M) | 11.71% | $1.4B | +15.15% | -1.97% | ||
| ORLY - OREILLY AUTOMOTIVE INC | Reduce 4% $(42.6M) | 8.81% | $1.1B | +10.29% | +6.33% | ||
| BN - BROOKFIELD CORP | Add 3% ($25.1M) | 8.38% | $1.0B | +8.55% | +4.07% | ||
| V - VISA INC | 7.49% | $899.6M | +12.57% | +14.58% | |||
| ROP - ROPER TECHNOLOGIES INC | Reduce 3% $(24.6M) | 6.94% | $834.3M | -4.61% | +0.13% | ||
| CSGP - COSTAR GROUP INC | Add 2% ($12.3M) | 5.61% | $674.0M | +11.44% | -1.86% | ||
| DHR - DANAHER CORPORATION | 4.11% | $493.6M | -19.49% | -14.15% | |||
| ABNB - AIRBNB INC | Add 183% ($217.3M) | 2.80% | $336.0M | +1.92% | +20.49% | ||
| CCCS - CCC INTELLIGENT SOLUTIONS HL | Add 37% ($31.7M) | 0.98% | $118.0M | -18.34% | -7.01% | ||
| KMX - CARMAX INC | Reduce 40% $(65.6M) | 0.84% | $100.4M | -19.81% | +13.19% | ||
| GSHD - GOOSEHEAD INS INC | 0.27% | $32.7M | -16.27% | +0.36% | |||
| DBRG - DIGITALBRIDGE GROUP INC | Reduce 64% $(32.9M) | 0.15% | $18.6M | -15.24% | -18.62% | ||
| SOPH - SOPHIA GENETICS SA | Add 17% ($1.2M) | 0.07% | $8.2M | -3.61% | +11.39% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 4% $(285.8K) | 0.06% | $7.0M | +0.28% | +2.30% | ||
| VRSK - VERISK ANALYTICS INC | Reduce 23% $(989.0K) | 0.03% | $3.3M | +4.14% | +1.53% | ||
| SBAC - SBA COMMUNICATIONS CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||