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MIDDLEBURG, VA · CIK 0001112520
New positions
1
Added to
12
Trimmed
6
Exited
2
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $4.50B across 34 positions in their Q4 2015 SEC 13F filing (period ending 2015-12-31). The top 10 positions account for 72.2% 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 | AMTAMERICAN TOWER CORP NEW | $611.66M | 13.58% | +0.1% |
| 2 | MAMASTERCARD INC | $458.47M | 10.18% | +0.1% |
| 3 | MKLMARKEL CORP | $455.33M | 10.11% | +0.0% |
| 4 | MCOMOODYS CORP | $367.19M | 8.15% | +1.5% |
| 5 | DLTRDOLLAR TREE INC | $323.12M | 7.17% | +0.9% |
| 6 | ROPROPER INDS INC NEW | $256.22M | 5.69% | +0.1% |
| 7 | ORLYO REILLY AUTOMOTIVE INC NEW | $209.77M | 4.66% | -0.0% |
| 8 | VRSKVERISK ANALYTICS INC | $198.47M | 4.41% | +20.6% |
| 9 | SBACSBA COMMUNICATIONS CORP | $189.13M | 4.20% | +33.3% |
| 10 | KMXCARMAX INC | $184.44M | 4.10% | +23.2% |
| Stock | Value | Shares |
|---|---|---|
| DLTHDULUTH HLDGS INC | $5.11M | 350,000 |
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