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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2025-02-13 (Q4 2024) | Holdings: 18 | Value: $11.6B | 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 6% $(114.2M) | 16.87% | $2.0B | -2.48% | +1.45% | ||
| KKR - KKR & CO L P DEL | Reduce 10% $(164.2M) | 13.16% | $1.5B | -1.56% | -7.43% | ||
| MCO - MOODYS CORP | Reduce 8% $(134.4M) | 12.61% | $1.5B | -6.21% | -9.46% | ||
| BN - BROOKFIELD CORP | 9.43% | $1.1B | +3.53% | -2.88% | |||
| ORLY - OREILLY AUTOMOTIVE INC | Reduce 3% $(28.2M) | 9.18% | $1.1B | +2.03% | -1.11% | ||
| V - VISA INC | 8.94% | $1.0B | -1.93% | +0.74% | |||
| AMT - AMERICAN TOWER CORP NEW | Reduce 9% $(100.7M) | 8.73% | $1.0B | +16.68% | +8.15% | ||
| ROP - ROPER TECHNOLOGIES INC | Reduce 1% $(9.1M) | 6.66% | $770.4M | -4.98% | -1.44% | ||
| CSGP - COSTAR GROUP INC | Add 4% ($27.2M) | 5.77% | $666.8M | +13.48% | +2.15% | ||
| DHR - DANAHER CORPORATION | 3.53% | $407.5M | -5.21% | -7.83% | |||
| ABNB - AIRBNB INC | 3.01% | $348.2M | -13.68% | -13.11% | |||
| CCCS - CCC INTELLIGENT SOLUTIONS HL | 1.08% | $125.3M | -13.79% | -17.53% | |||
| KMX - CARMAX INC | Reduce 49% $(51.5M) | 0.47% | $54.6M | -28.57% | -23.08% | ||
| GSHD - GOOSEHEAD INS INC | 0.34% | $39.3M | -17.02% | -8.42% | |||
| DBRG - DIGITALBRIDGE GROUP INC | Reduce 42% $(6.2M) | 0.07% | $8.6M | +2.24% | -8.19% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.06% | $6.9M | -2.36% | +4.55% | |||
| SOPH - SOPHIA GENETICS SA | 0.06% | $6.9M | -11.48% | -21.68% | |||
| VRSK - VERISK ANALYTICS INC | Reduce 9% $(296.6K) | 0.03% | $3.1M | +1.87% | +2.11% | ||