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MIDDLEBURG, VA · CIK 0001112520
New positions
2
Added to
11
Trimmed
8
Exited
5
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $3.80B across 36 positions in their Q4 2014 SEC 13F filing (period ending 2014-12-31). The top 10 positions account for 70.9% 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 | $397.09M | 10.46% | -0.0% |
| 2 | MAMASTERCARD INC | $367.62M | 9.68% | -0.2% |
| 3 | MKLMARKEL CORP | $348.25M | 9.17% | +0.2% |
| 4 | MCOMOODYS CORP | $337.17M | 8.88% | +1.1% |
| 5 | COLFAX CORP | $299.21M | 7.88% | +12.4% |
| 6 | DLTRDOLLAR TREE INC | $246.27M | 6.48% | +0.4% |
| 7 | DISCKUSDDISCOVERY COMMUNICATNS NEW | $193.81M | 5.10% | +0.3% |
| 8 | ROPROPER INDS INC NEW | $179.24M | 4.72% | +5.3% |
| 9 | LYVLIVE NATION ENTERTAINMENT IN | $165.80M | 4.37% | - |
| 10 | ORLYO REILLY AUTOMOTIVE INC NEW | $157.31M | 4.14% | -0.1% |
| Stock | Value | Shares |
|---|---|---|
| LAMRLAMAR ADVERTISING CO | $3.60M | 67,100 |
| CCI 4.5 11/01/16 ACROWN CASTLE INTL CORP | $2.05M | 20,000 |
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