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MIDDLEBURG, VA · CIK 0001112520
New positions
2
Added to
12
Trimmed
8
Exited
5
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $3.44B across 39 positions in their Q2 2014 SEC 13F filing (period ending 2014-06-30). The top 10 positions account for 72.4% 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 | $384.71M | 11.18% | -0.0% |
| 2 | AMTAMERICAN TOWER CORP NEW | $362.13M | 10.52% | -0.1% |
| 3 | MKLMARKEL CORP | $323.41M | 9.40% | +29.5% |
| 4 | MAMASTERCARD INC | $314.36M | 9.13% | +8.0% |
| 5 | MCOMOODYS CORP | $305.24M | 8.87% | - |
| 6 | DISCKUSDDISCOVERY COMMUNICATNS NEW | $208.21M | 6.05% | +60.8% |
| 7 | DLTRDOLLAR TREE INC | $189.65M | 5.51% | +16.7% |
| 8 | LYVLIVE NATION ENTERTAINMENT IN | $156.78M | 4.56% | - |
| 9 | ORLYO REILLY AUTOMOTIVE INC NEW | $123.68M | 3.59% | -0.1% |
| 10 | SBACSBA COMMUNICATIONS CORP | $122.76M | 3.57% | +22.7% |
| Stock | Value | Shares |
|---|---|---|
| AMT 5.25 05/15/17 AAMERICAN TOWER CORP NEW | $10.64M | 100,000 |
| CROWN CASTLE INTL CORP | $1.60M | 15,700 |
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