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MIDDLEBURG, VA · CIK 0001112520
New positions
5
Added to
12
Trimmed
7
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $2.70B across 39 positions in their Q4 2013 SEC 13F filing (period ending 2013-12-31). The top 10 positions account for 73.1% 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 | $331.23M | 12.26% | -0.0% |
| 2 | MCOMOODYS CORP | $273.15M | 10.11% | -0.0% |
| 3 | COLFAX CORP | $269.04M | 9.96% | +8.0% |
| 4 | AMTAMERICAN TOWER CORP NEW | $265.51M | 9.83% | +17.6% |
| 5 | MKLMARKEL CORP | $220.95M | 8.18% | +9.1% |
| 6 | DLTRDOLLAR TREE INC | $164.93M | 6.11% | +20.6% |
| 7 | ROSTROSS STORES INC | $135.78M | 5.03% | +18.2% |
| 8 | VVISA INC | $111.88M | 4.14% | - |
| 9 | ORLYO REILLY AUTOMOTIVE INC NEW | $105.71M | 3.91% | -0.0% |
| 10 | TD AMERITRADE HLDG CORP | $96.79M | 3.58% | - |
| Stock | Value | Shares |
|---|---|---|
| DHRDANAHER CORP DEL | $21.62M | 280,000 |
| LIBERTY INTERACTIVE CORP | $5.52M | 45,000 |
| KMXCARMAX INC | $4.70M | 100,000 |
| LAMRLAMAR ADVERTISING CO | $3.51M | 67,100 |
| AIEURARLINGTON ASSET INVT CORP | $264.00K | 10,000 |
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