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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2025-11-13 (Q3 2025) | Holdings: 19 | Value: $10.0B | 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 4% $(79.5M) | 17.89% | $1.8B | -5.24% | -5.99% | ||
| BN - BROOKFIELD CORP | 13.14% | $1.3B | |||||
| KKR - KKR & CO L P DEL | Reduce 2% $(17.5M) | 11.29% | $1.1B | ||||
| V - VISA INC | Reduce 6% $(68.8M) | 10.12% | $1.0B | ||||
| MCO - MOODYS CORP | Reduce 8% $(88.9M) | 10.07% | $1.0B | ||||
| ORLY - OREILLY AUTOMOTIVE INC | Reduce 8% $(86.1M) | 9.26% | $928.5M | -7.94% | -7.03% | ||
| CSGP - COSTAR GROUP INC | 7.83% | $785.2M | -50.04% | -33.07% | |||
| ROP - ROPER TECHNOLOGIES INC | Reduce 20% $(141.0M) | 5.75% | $576.8M | -19.98% | -29.25% | ||
| ABNB - AIRBNB INC | 4.20% | $421.7M | +16.01% | +2.74% | |||
| FICO - FAIR ISAAC CORP | Add 2751% ($376.7M) | 3.89% | $390.4M | ||||
| CPRT - COPART INC | Add 253% ($136.6M) | 1.90% | $190.5M | -20.00% | -9.94% | ||
| DHR - DANAHER CORPORATION | Reduce 51% $(178.5M) | 1.73% | $173.4M | -18.13% | -5.71% | ||
| CCC - CCC INTELLIGENT SOLUTIONS HL | Add 10% ($13.7M) | 1.48% | $148.2M | ||||
| AMT - AMERICAN TOWER CORP NEW | Reduce 52% $(90.9M) | 0.85% | $85.2M | ||||
| GSHD - GOOSEHEAD INS INC | 0.27% | $27.2M | -32.38% | -27.50% | |||
| SOPH - SOPHIA GENETICS SA | 0.18% | $17.7M | +22.79% | +10.47% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.07% | $7.0M | -7.64% | -2.19% | |||
| KMX - CARMAX INC | 0.07% | $6.8M | +10.65% | +21.90% | |||
| VRSK - VERISK ANALYTICS INC | Reduce 4% $(90.5K) | 0.02% | $2.1M | -13.27% | -18.50% | ||