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MIDDLEBURG, VA · CIK 0001112520
New positions
1
Added to
16
Trimmed
7
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $3.97B across 36 positions in their Q1 2015 SEC 13F filing (period ending 2015-03-31). The top 10 positions account for 70.2% 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 | $389.51M | 9.82% | +1.2% |
| 2 | AMTAMERICAN TOWER CORP NEW | $383.09M | 9.65% | +0.9% |
| 3 | MCOMOODYS CORP | $382.18M | 9.63% | +1.0% |
| 4 | MKLMARKEL CORP | $381.66M | 9.62% | +1.0% |
| 5 | COLFAX CORP | $288.12M | 7.26% | +0.1% |
| 6 | DLTRDOLLAR TREE INC | $270.67M | 6.82% | +1.2% |
| 7 | ROPROPER INDS INC NEW | $205.07M | 5.17% | +6.4% |
| 8 | ORLYO REILLY AUTOMOTIVE INC NEW | $178.47M | 4.50% | +0.3% |
| 9 | LYVLIVE NATION ENTERTAINMENT IN | $156.88M | 3.95% | -1.4% |
| 10 | VVISA INC | $150.81M | 3.80% | +300.0% |
| Stock | Value | Shares |
|---|---|---|
| AMT 5.5 02/15/18AMERICAN TOWER CORP NEW | $51.30M | 500,000 |
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