AKRE CAPITAL MANAGEMENT LLC Q4 2023 Filing
Filed February 9, 2024
Portfolio Value
$11884.5T
Holdings
18
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | 5,061,834 | $2158.9T | 18.17% | |
| 2 | MCOMOODYS CORP | 4,776,940 | $1865.7T | 15.70% | |
| 3 | AMTAMERICAN TOWER CORP NEW | 6,804,599 | $1469.0T | 12.36% | |
| 4 | KKRKKR & CO L P DEL | 16,648,219 | $1379.3T | 11.61% | |
| 5 | ORLYOREILLY AUTOMOTIVE INC | 1,019,864 | $969.0T | 8.15% | |
| 6 | VVISA INC | 3,508,740 | $913.5T | 7.69% | |
| 7 | ROPROPER TECHNOLOGIES INC | 1,572,692 | $857.4T | 7.21% | |
| 8 | BNBROOKFIELD CORP | 18,053,491 | $724.3T | 6.09% | |
| 9 | CSGPCOSTAR GROUP INC | 7,255,669 | $634.1T | 5.34% | |
| 10 | DHRDANAHER CORPORATION | 1,775,400 | $410.7T | 3.46% | |
| 11 | KMXCARMAX INC | 2,726,695 | $209.2T | 1.76% | |
| 12 | BAMBROOKFIELD ASSET MANAGMT LTD | 3,455,966 | $138.8T | 1.17% | |
| 13 | DBRGDIGITALBRIDGE GROUP INC | 4,402,220 | $77.2T | 0.65% | |
| 14 | SBACSBA COMMUNICATIONS CORP NEW | 180,629 | $45.8T | 0.39% | |
| 15 | GSHDGOOSEHEAD INS INC | 243,672 | $18.5T | 0.16% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 16,560 | $5.9T | 0.05% | |
| 17 | VRSKVERISK ANALYTICS INC | 17,325 | $4.1T | 0.03% | |
| 18 | DLTRDOLLAR TREE INC | 21,771 | $3.1T | 0.03% |