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MIDDLEBURG, VA · CIK 0001112520
New positions
3
Added to
18
Trimmed
6
Exited
0
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $3.13B across 42 positions in their Q1 2014 SEC 13F filing (period ending 2014-03-31). The top 10 positions account for 69.5% 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 | COLFAX CORP | $368.21M | 11.78% | +22.2% |
| 2 | AMTAMERICAN TOWER CORP NEW | $329.70M | 10.55% | +21.1% |
| 3 | MAMASTERCARD INC | $296.08M | 9.47% | +899.7% |
| 4 | MCOMOODYS CORP | $276.20M | 8.84% | +0.0% |
| 5 | MKLMARKEL CORP | $227.12M | 7.27% | +0.1% |
| 6 | DLTRDOLLAR TREE INC | $155.65M | 4.98% | +2.0% |
| 7 | LYVLIVE NATION ENTERTAINMENT IN | $138.11M | 4.42% | +39.3% |
| 8 | DISCKUSDDISCOVERY COMMUNICATNS NEW | $137.49M | 4.40% | +346.1% |
| 9 | VVISA INC | $123.13M | 3.94% | +13.5% |
| 10 | ORLYO REILLY AUTOMOTIVE INC NEW | $121.96M | 3.90% | +0.1% |
| Stock | Value | Shares |
|---|---|---|
| SBACSBA COMMUNICATIONS CORP | $88.92M | 977,600 |
| ROPROPER INDS INC NEW | $10.55M | 79,000 |
| XOMEXXON MOBIL CORP | $434.00K | 4,446 |
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