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MIDDLEBURG, VA · CIK 0001112520
New positions
1
Added to
11
Trimmed
9
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $3.53B across 39 positions in their Q3 2014 SEC 13F filing (period ending 2014-09-30). The top 10 positions account for 71.0% 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 | AMTAMERICAN TOWER CORP NEW | $376.15M | 10.67% | -0.2% |
| 2 | MCOMOODYS CORP | $328.91M | 9.33% | -0.0% |
| 3 | MKLMARKEL CORP | $323.70M | 9.18% | +3.2% |
| 4 | MAMASTERCARD INC | $315.87M | 8.96% | -0.1% |
| 5 | COLFAX CORP | $294.18M | 8.35% | +0.1% |
| 6 | DISCKUSDDISCOVERY COMMUNICATNS NEW | $213.70M | 6.06% | +99.9% |
| 7 | DLTRDOLLAR TREE INC | $195.38M | 5.54% | +0.1% |
| 8 | ROPROPER INDS INC NEW | $159.22M | 4.52% | +59.6% |
| 9 | LYVLIVE NATION ENTERTAINMENT IN | $152.53M | 4.33% | - |
| 10 | DHRDANAHER CORP DEL | $144.36M | 4.10% | +26.7% |
| Stock | Value | Shares |
|---|---|---|
| UBNTEURUBIQUITI NETWORKS INC | $33.78M | 900,000 |
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