AKRE CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings24 positions
AMERICAN TOWER CORP | 7.2M | $1.5B | 14.9% | $128.32 | +29.87% | 3 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 5.3M | $1.4B | 14.3% | $180.24 | +40.66% | 3 qtrssince 2018-Q4 | Decreased 0 |
MOODYS CORP | 5.7M | $1.1B | 11.3% | $130.99 | +40.24% | 3 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 4.9M | $848.2M | 8.6% | $124.91 | +31.97% | 3 qtrssince 2018-Q4 | Unchanged 0 |
OREILLY AUTOMOTIVE INC | 1.9M | $697M | 7.1% | $22.96 | +7.26% | 3 qtrssince 2018-Q4 | Decreased 0 |
ROPER TECHNOLOGIES INC | 1.6M | $574M | 5.8% | $253.65 | +37.84% | 3 qtrssince 2018-Q4 | Decreased 0 |
MARKEL GROUP INC | 513,062 | $559M | 5.7% | $1,014.92 | +7.36% | 3 qtrssince 2018-Q4 | Decreased 0 |
SBA COMMUNICATIONS CORP | 2.5M | $554.2M | 5.6% | $150.09 | +24.63% | 3 qtrssince 2018-Q4 | Unchanged 0 |
DOLLAR TREE INC | 5.1M | $546.2M | 5.5% | $90.32 | +18.90% | 3 qtrssince 2018-Q4 | Decreased 0 |
CARMAX INC | 6.1M | $527.8M | 5.4% | $63.08 | +37.65% | 3 qtrssince 2018-Q4 | Unchanged 0 |
VERISK ANALYTICS INC | 2.5M | $372.5M | 3.8% | $103.39 | +34.81% | 3 qtrssince 2018-Q4 | Decreased 0 |
KKR & CO INC | 12.8M | $322.3M | 3.3% | $18.04 | +29.90% | 3 qtrssince 2018-Q4 | Unchanged 0 |
| 2.1M | $277.6M | 2.8% | — | — | — | Decreased 0 | |
DANAHER CORP DEL | 1.7M | $236.6M | 2.4% | $88.11 | +38.95% | 3 qtrssince 2018-Q4 | Unchanged 0 |
TD AMERITRADE HOLDING CORP | 3.4M | $167.2M | 1.7% | — | — | 3 qtrssince 2018-Q4 | Unchanged 0 |
BERKSHIRE HATHAWAY INC DEL | 286,129 | $61M | 0.6% | $204.18 | +4.40% | 3 qtrssince 2018-Q4 | Decreased 0 |
| 3M | $37.5M | 0.4% | — | — | — | Increased 38 | |
ALARM COM HLDGS INC | 600,770 | $32.1M | 0.3% | $51.51 | +3.86% | 3 qtrssince 2018-Q4 | Unchanged 0 |
ENSTAR GROUP LIMITED | 136,400 | $23.8M | 0.2% | — | — | 3 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 42 | $13.4M | 0.1% | $302,600.00 | +5.20% | 3 qtrssince 2018-Q4 | Unchanged 0 |
AKRE CAPITAL MANAGEMENT LLC manages $9.9B across 24 positions as of Q2 2019. Top holdings: AMT (14.9%), MA (14.3%), MCO (11.3%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Exited 1, increased 2, trimmed 11. No standout high-conviction moves this quarter. Portfolio: $9.9B across 24 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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