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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2025-05-13 (Q1 2025) | Holdings: 18 | Value: $10.4B | 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 10% $(204.3M) | 17.56% | $1.8B | -4.70% | |||
| ORLY - OREILLY AUTOMOTIVE INC | Reduce 4% $(44.9M) | 11.90% | $1.2B | +4.26% | |||
| MCO - MOODYS CORP | Reduce 21% $(299.7M) | 10.90% | $1.1B | ||||
| V - VISA INC | Reduce 3% $(33.8M) | 10.70% | $1.1B | ||||
| KKR - KKR & CO L P DEL | Reduce 14% $(166.0M) | 9.83% | $1.0B | ||||
| BN - BROOKFIELD CORP | Add 1% ($6.5M) | 9.62% | $1.0B | ||||
| ROP - ROPER TECHNOLOGIES INC | Reduce 2% $(19.3M) | 8.22% | $854.4M | -4.75% | |||
| CSGP - COSTAR GROUP INC | 7.09% | $737.9M | +11.87% | ||||
| AMT - AMERICAN TOWER CORP NEW | Reduce 53% $(634.1M) | 5.42% | $563.4M | ||||
| DHR - DANAHER CORPORATION | 3.50% | $364.0M | -2.09% | ||||
| ABNB - AIRBNB INC | Add 10% ($32.1M) | 3.35% | $348.6M | -1.31% | |||
| CCCS - CCC INTELLIGENT SOLUTIONS HL | Add 23% ($22.7M) | 1.15% | $119.1M | +4.66% | |||
| GSHD - GOOSEHEAD INS INC | 0.42% | $43.2M | -9.21% | ||||
| KMX - CARMAX INC | Reduce 69% $(36.0M) | 0.15% | $16.0M | -9.16% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(52.7K) | 0.08% | $8.1M | -8.15% | |||
| SOPH - SOPHIA GENETICS SA | 0.07% | $7.4M | +9.81% | ||||
| VRSK - VERISK ANALYTICS INC | Reduce 10% $(345.8K) | 0.03% | $3.0M | +0.21% | |||
| DBRG - DIGITALBRIDGE GROUP INC | Reduce 78% $(5.3M) | 0.01% | $1.5M | +16.38% | |||