Akre Capital Management - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to June 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+10.21B
+9,999%+
Winning Positions
+65.57%
40 wins / 61 positions
Average Gain (Winners)
$249.72M
+9,999%+ avg per position
Active Positions
19
12 losing positions
Portfolio Value Over Time
Total Positions Tracked
61
All holdings over time
Win/Loss Ratio
3.33
40 gains / 12 losses
Active vs. Exited
19 / 42
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| MA | Mastercard Incorporated | Financial Services | Jun 2013 | ACTIVE | $227.55K | $1.85B | $1.85B | +9,999%+ |
| KKR | KKR & Co. Inc. | Financial Services | Mar 2018 | ACTIVE | $97.44K | $1.18B | $1.18B | +9,999%+ |
| MCO | Moody's Corporation | Financial Services | Jun 2013 | ACTIVE | $211.90K | $1.16B | $1.16B | +9,999%+ |
| V | Visa Inc. | Financial Services | Jun 2013 | ACTIVE | $91.82K | $1.13B | $1.13B | +9,999%+ |
| ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | Jun 2013 | ACTIVE | $92.33K | $848.19M | $848.10M | +9,999%+ |
| ROP | Roper Technologies, Inc. | Technology | Mar 2014 | ACTIVE | $10.55K | $815.95M | $815.94M | +9,999%+ |
| CSGP | CoStar Group, Inc. | Real Estate | Dec 2019 | ACTIVE | $149.57K | $748.46M | $748.31M | +9,999%+ |
| BN | Brookfield Corporation | Financial Services | Dec 2022 | ACTIVE | $546.36M | $1.19B | $642.36M | +117.57% |
| ADBE | Adobe Inc. | Technology | Mar 2020 | EXITED | $362.79K | $520.32M | $519.96M | +9,999%+ |
| DHR | Danaher Corporation | Healthcare | Dec 2013 | ACTIVE | $21.62K | $350.71M | $350.69M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.