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MIDDLEBURG, VA · CIK 0001112520
New positions
2
Added to
11
Trimmed
6
Exited
4
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $2.34B across 35 positions in their Q3 2013 SEC 13F filing (period ending 2013-09-30). The top 10 positions account for 71.5% 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 | $266.81M | 11.39% | +0.1% |
| 2 | MCOMOODYS CORP | $244.85M | 10.45% | +0.1% |
| 3 | COLFAX CORP | $221.05M | 9.43% | +0.3% |
| 4 | AMTAMERICAN TOWER CORP NEW | $209.69M | 8.95% | +48.1% |
| 5 | MKLMARKEL CORP | $180.68M | 7.71% | +41.8% |
| 6 | DLTRDOLLAR TREE INC | $138.54M | 5.91% | +0.1% |
| 7 | ROSTROSS STORES INC | $111.62M | 4.76% | -6.0% |
| 8 | ORLYO REILLY AUTOMOTIVE INC NEW | $104.82M | 4.47% | +0.2% |
| 9 | DIRECTV | $101.63M | 4.34% | -47.9% |
| 10 | VVISA INC | $96.01M | 4.10% | - |
| Stock | Value | Shares |
|---|---|---|
| EQIXEQUINIX INC | $22.50M | 122,500 |
| WMBWILLIAMS COS INC DEL | $713.00K | 19,610 |
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