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MIDDLEBURG, VA · CIK 0001112520
New positions
1
Added to
16
Trimmed
4
Exited
3
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $4.31B across 35 positions in their Q3 2015 SEC 13F filing (period ending 2015-09-30). The top 10 positions account for 69.0% 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 | $554.58M | 12.86% | +19.5% |
| 2 | MAMASTERCARD INC | $424.03M | 9.84% | +8.7% |
| 3 | MKLMARKEL CORP | $413.20M | 9.58% | -0.3% |
| 4 | MCOMOODYS CORP | $354.07M | 8.21% | +1.2% |
| 5 | DLTRDOLLAR TREE INC | $276.52M | 6.41% | +16.8% |
| 6 | ROPROPER INDS INC NEW | $211.41M | 4.90% | +5.8% |
| 7 | COLFAX CORP | $210.32M | 4.88% | +20.7% |
| 8 | ORLYO REILLY AUTOMOTIVE INC NEW | $206.95M | 4.80% | -0.3% |
| 9 | KMXCARMAX INC | $164.53M | 3.82% | +63.2% |
| 10 | VVISA INC | $159.05M | 3.69% | - |
| Stock | Value | Shares |
|---|---|---|
| WMIH Corp | $3.90M | 1,500,000 |
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