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MIDDLEBURG, VA · CIK 0001112520
New positions
3
Added to
16
Trimmed
2
Exited
2
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $4.15B across 37 positions in their Q2 2015 SEC 13F filing (period ending 2015-06-30). The top 10 positions account for 71.7% 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 | $492.01M | 11.85% | +30.1% |
| 2 | MKLMARKEL CORP | $413.64M | 9.96% | +0.3% |
| 3 | MAMASTERCARD INC | $404.66M | 9.75% | +0.3% |
| 4 | MCOMOODYS CORP | $384.68M | 9.27% | +0.2% |
| 5 | DLTRDOLLAR TREE INC | $280.53M | 6.76% | +0.3% |
| 6 | COLFAX CORP | $268.81M | 6.48% | +0.3% |
| 7 | ROPROPER INDS INC NEW | $220.00M | 5.30% | +4.6% |
| 8 | ORLYO REILLY AUTOMOTIVE INC NEW | $187.60M | 4.52% | +1.3% |
| 9 | LYVLIVE NATION ENTERTAINMENT IN | $172.09M | 4.15% | - |
| 10 | VVISA INC | $153.32M | 3.69% | - |
| Stock | Value | Shares |
|---|---|---|
| LKQLKQ CORP | $21.17M | 700,000 |
| ALRMALARM COM HLDGS INC | $6.15M | 400,000 |
| AMERICAN INTL GROUP INC | $4.16M | 150,000 |
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