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AKRE CAPITAL MANAGEMENT LLC 13F Holdings
Holdings from the most recent 13F from AKRE CAPITAL MANAGEMENT LLC
Filed: 2026-02-13 (Q4 2025) | Holdings: 18 | Value: $9.1B | 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 5% $(85.8M) | 18.81% | $1.7B | +2.16% | |||
| BN - BROOKFIELD CORP | Add 40% ($350.0M) | 13.51% | $1.2B | ||||
| KKR - KKR & CO L P DEL | Reduce 7% $(77.4M) | 11.33% | $1.0B | ||||
| V - VISA INC | Reduce 10% $(104.2M) | 10.29% | $938.7M | ||||
| MCO - MOODYS CORP | Reduce 18% $(196.0M) | 9.72% | $886.4M | ||||
| CSGP - COSTAR GROUP INC | Add 3% ($20.9M) | 7.09% | $646.7M | -24.08% | |||
| ORLY - OREILLY AUTOMOTIVE INC | Reduce 22% $(172.6M) | 6.72% | $612.9M | -5.50% | |||
| ROP - ROPER TECHNOLOGIES INC | Reduce 4% $(22.9M) | 5.39% | $491.9M | +10.93% | |||
| ABNB - AIRBNB INC | 5.17% | $471.4M | +14.91% | ||||
| FICO - FAIR ISAAC CORP | Add 6% ($28.1M) | 5.14% | $469.1M | ||||
| CPRT - COPART INC | Add 86% ($142.2M) | 3.38% | $308.0M | -11.59% | |||
| CCC - CCC INTELLIGENT SOLUTIONS HL | Add 53% ($68.1M) | 2.16% | $197.5M | ||||
| AMT - AMERICAN TOWER CORP NEW | Reduce 42% $(32.9M) | 0.49% | $44.8M | ||||
| GSHD - GOOSEHEAD INS INC | Add 1% ($366.1K) | 0.30% | $27.3M | -4.06% | |||
| SOPH - SOPHIA GENETICS SA | 0.19% | $17.4M | +12.58% | ||||
| DHR - DANAHER CORPORATION | Reduce 92% $(184.4M) | 0.17% | $15.9M | -11.21% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 15% $(1.0M) | 0.07% | $6.0M | -4.93% | |||
| KMX - CARMAX INC | 0.06% | $5.8M | -7.92% | ||||
| VRSK - VERISK ANALYTICS INC | Reduce 100% | 0.00% | $0.00 | ||||