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MIDDLEBURG, VA · CIK 0001112520
New positions
37
Added to
0
Trimmed
0
Exited
0
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $2.21B across 37 positions in their Q2 2013 SEC 13F filing (period ending 2013-06-30). The top 10 positions account for 69.0% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INC | $227.55M | 10.29% | New |
| 2 | MCOMOODYS CORP | $211.90M | 9.59% | New |
| 3 | COLFAX CORP | $203.23M | 9.19% | New |
| 4 | DIRECTV | $200.95M | 9.09% | New |
| 5 | AMTAMERICAN TOWER CORP NEW | $139.77M | 6.32% | New |
| 6 | MKLMARKEL CORP | $129.71M | 5.87% | New |
| 7 | DLTRDOLLAR TREE INC | $123.11M | 5.57% | New |
| 8 | ROSTROSS STORES INC | $105.71M | 4.78% | New |
| 9 | ORLYO REILLY AUTOMOTIVE INC NEW | $92.33M | 4.18% | New |
| 10 | VVISA INC | $91.82M | 4.15% | New |
| Stock | Value | Shares |
|---|---|---|
| MAMASTERCARD INC | $227.55M | 396,088 |
| MCOMOODYS CORP | $211.90M | 3,477,765 |
| COLFAX CORP | $203.23M | 3,899,995 |
| DIRECTV | $200.95M | 3,260,000 |
| AMTAMERICAN TOWER CORP NEW | $139.77M | 1,910,180 |
| MKLMARKEL CORP | $129.71M | 246,144 |
| DLTRDOLLAR TREE INC | $123.11M | 2,421,423 |
| ROSTROSS STORES INC | $105.71M | 1,631,048 |
| ORLYO REILLY AUTOMOTIVE INC NEW | $92.33M | 819,818 |
| VVISA INC | $91.82M | 502,430 |
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