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MIDDLEBURG, VA · CIK 0001112520
New positions
0
Added to
13
Trimmed
4
Exited
0
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $4.75B across 34 positions in their Q1 2016 SEC 13F filing (period ending 2016-03-31). The top 10 positions account for 72.1% 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 | $646.30M | 13.61% | +0.1% |
| 2 | MKLMARKEL CORP | $459.73M | 9.68% | +0.0% |
| 3 | MAMASTERCARD INC | $445.43M | 9.38% | +0.1% |
| 4 | MCOMOODYS CORP | $387.92M | 8.17% | +9.8% |
| 5 | DLTRDOLLAR TREE INC | $345.39M | 7.27% | +0.1% |
| 6 | ROPROPER INDS INC NEW | $239.76M | 5.05% | -2.8% |
| 7 | STHOENSTAR GROUP LIMITED | $236.22M | 4.97% | +23.5% |
| 8 | ORLYO REILLY AUTOMOTIVE INC NEW | $226.53M | 4.77% | -0.0% |
| 9 | KMXCARMAX INC | $220.67M | 4.65% | +26.4% |
| 10 | COLFAX CORP | $217.90M | 4.59% | +3.8% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| AMTAMERICAN TOWER CORP NEW | $646.30M | 6,313,375 | +0.1% |
| MKLMARKEL CORP | $459.73M | 515,635 | +0.0% |
| MAMASTERCARD INC | $445.43M | 4,713,511 | +0.1% |
| MCOMOODYS CORP | $387.92M | 4,017,349 | +9.8% |
| DLTRDOLLAR TREE INC | $345.39M | 4,188,576 | +0.1% |
| STHOENSTAR GROUP LIMITED | $236.22M | 1,452,971 | +23.5% |
| KMXCARMAX INC | $220.67M | 4,318,321 | +26.4% |
| COLFAX CORP | $217.90M | 7,621,678 | +3.8% |
| VRSKVERISK ANALYTICS INC | $206.71M | 2,586,444 | +0.2% |
| SBACSBA COMMUNICATIONS CORP | $186.82M | 1,865,000 | +3.6% |
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