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Size ($ in 1000's)
At 12/31/2023: $11,884,542
At 09/30/2023: $11,515,407
Combined Holding Report Includes:
AKRE CAPITAL MANAGEMENT LLC
Braddock Partners Offshore LP
Akre Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Akre Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Akre Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Akre Capital Management LLC.
In the Akre Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Akre Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Akre Capital Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MASTERCARD INCORPORATED |
5,061,834 |
-798,927 |
$2,158,923 | | MA | 5,061,834 | -788,927 | $2,158,923 | | MOODYS CORP |
4,776,940 |
-317,706 |
$1,865,682 | | MCO | 4,776,940 | -317,706 | $1,865,682 | | AMERICAN TOWER CORP NEW |
6,804,599 |
+36,375 |
$1,468,977 | | AMT | 6,804,599 | +36,375 | $1,468,977 | | KKR & CO L P DEL |
16,648,219 |
-262,388 |
$1,379,305 | | KKR | 16,648,219 | -262,388 | $1,379,305 | | OREILLY AUTOMOTIVE INC |
1,019,864 |
-35,609 |
$968,952 | | ORLY | 1,019,864 | -35,609 | $968,952 | | VISA INC |
3,508,740 |
-1,292,214 |
$913,500 | | V | 3,508,740 | -1,292,214 | $913,500 | | ROPER TECHNOLOGIES INC |
1,572,692 |
-2,067 |
$857,384 | | ROP | 1,572,692 | -2,067 | $857,384 | | BROOKFIELD CORP |
18,053,491 |
-91,160 |
$724,306 | | BN | 18,053,491 | -91,160 | $724,306 | | COSTAR GROUP INC |
7,255,669 |
+6,443 |
$634,073 | | CSGP | 7,255,669 | +6,443 | $634,073 | | DANAHER CORPORATION |
1,775,400 |
UNCH |
$410,721 | | DHR | 1,775,400 | UNCH | $410,721 | | CARMAX INC |
2,726,695 |
-6,767 |
$209,247 | | KMX | 2,726,695 | -6,767 | $209,247 | | BROOKFIELD ASSET MANAGMT LTD |
3,455,966 |
-7,906 |
$138,826 | | BAM | 3,455,966 | -7,906 | $138,826 | | DIGITALBRIDGE GROUP INC |
4,402,220 |
-45,410 |
$77,215 | | DBRG | 4,402,220 | -45,410 | $77,215 | | SBA COMMUNICATIONS CORP NEW |
180,629 |
+180,629 |
$45,824 | | SBAC | 180,629 | +180,629 | $45,824 | | GOOSEHEAD INS INC |
243,672 |
UNCH |
$18,470 | | GSHD | 243,672 | UNCH | $18,470 |  BERKSHIRE HATHAWAY INC DEL |
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$5,906 | | BRK.B | 16,560 | -550 | $5,906 | | VERISK ANALYTICS INC |
17,325 |
-1,310 |
$4,138 | | VRSK | 17,325 | -1,310 | $4,138 |
See Full List: All Stocks Held By Akre Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Akre Capital Management LLC
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