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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2025-08-14 (Q2 2025) | Holdings: 19 | Value: $10.2B | 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 1% $(20.1M) | 18.14% | $1.9B | -9.81% | -8.11% | ||
| BN - BROOKFIELD CORP | Add 1% ($7.7M) | 11.64% | $1.2B | ||||
| KKR - KKR & CO L P DEL | 11.53% | $1.2B | |||||
| MCO - MOODYS CORP | Reduce 5% $(65.2M) | 11.33% | $1.2B | ||||
| V - VISA INC | 11.04% | $1.1B | |||||
| ORLY - OREILLY AUTOMOTIVE INC | Add 989% ($770.3M) | 8.31% | $848.2M | -9.98% | -2.26% | ||
| ROP - ROPER TECHNOLOGIES INC | Reduce 1% $(5.5M) | 7.99% | $815.9M | -31.59% | -15.09% | ||
| CSGP - COSTAR GROUP INC | 7.33% | $748.5M | -61.19% | -23.84% | |||
| ABNB - AIRBNB INC | Add 19% ($73.5M) | 4.50% | $459.6M | +12.22% | -5.92% | ||
| DHR - DANAHER CORPORATION | 3.43% | $350.7M | -15.22% | +4.15% | |||
| AMT - AMERICAN TOWER CORP NEW | Reduce 65% $(370.0M) | 1.98% | $202.3M | ||||
| CCCS - CCC INTELLIGENT SOLUTIONS HL | Add 12% ($14.9M) | 1.36% | $139.0M | -50.05% | -27.25% | ||
| CPRT - COPART INC | New Purchase | 0.58% | $58.9M | -29.34% | -12.38% | ||
| GSHD - GOOSEHEAD INS INC | 0.38% | $38.6M | -45.57% | -21.19% | |||
| FICO - FAIR ISAAC CORP | New Purchase | 0.16% | $16.7M | ||||
| SOPH - SOPHIA GENETICS SA | Add 66% ($4.6M) | 0.11% | $11.5M | +61.64% | +23.99% | ||
| KMX - CARMAX INC | Reduce 27% $(3.7M) | 0.10% | $10.1M | -34.43% | -45.10% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 8% $(578.1K) | 0.07% | $6.8M | -1.45% | +4.34% | ||
| VRSK - VERISK ANALYTICS INC | Reduce 15% $(467.3K) | 0.03% | $2.7M | -29.33% | -18.11% | ||
| DBRG - DIGITALBRIDGE GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||