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MIDDLEBURG, VA · CIK 0001112520
New positions
1
Added to
5
Trimmed
12
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $5.24B across 34 positions in their Q2 2016 SEC 13F filing (period ending 2016-06-30). The top 10 positions account for 72.8% 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 | $729.64M | 13.91% | -0.2% |
| 2 | MKLMARKEL CORP | $488.67M | 9.32% | -0.1% |
| 3 | MAMASTERCARD INC | $448.45M | 8.55% | -0.1% |
| 4 | MCOMOODYS CORP | $428.36M | 8.17% | +0.6% |
| 5 | DLTRDOLLAR TREE INC | $403.14M | 7.69% | -0.0% |
| 6 | KMXCARMAX INC | $288.87M | 5.51% | +14.8% |
| 7 | VVISA INC | $282.16M | 5.38% | +58.1% |
| 8 | ROPROPER INDS INC NEW | $265.97M | 5.07% | +19.0% |
| 9 | STHOENSTAR GROUP LIMITED | $241.72M | 4.61% | -0.1% |
| 10 | ORLYO REILLY AUTOMOTIVE INC NEW | $240.38M | 4.58% | -0.1% |
| Stock | Value | Shares |
|---|---|---|
| FTVFORTIVE CORP | $36.16M | 750,000 |
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