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MIDDLEBURG, VA · CIK 0001112520
New positions
2
Added to
11
Trimmed
10
Exited
2
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $5.45B across 33 positions in their Q4 2016 SEC 13F filing (period ending 2016-12-31). The top 10 positions account for 70.8% 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 | $708.21M | 12.99% | +6.4% |
| 2 | MAMASTERCARD INC | $485.42M | 8.91% | -0.1% |
| 3 | MKLMARKEL CORP | $464.86M | 8.53% | -0.2% |
| 4 | MCOMOODYS CORP | $439.36M | 8.06% | +15.4% |
| 5 | KMXCARMAX INC | $332.09M | 6.09% | +4.0% |
| 6 | DLTRDOLLAR TREE INC | $323.13M | 5.93% | +0.0% |
| 7 | STHOENSTAR GROUP LIMITED | $286.22M | 5.25% | -0.2% |
| 8 | ROPROPER INDS INC NEW | $285.52M | 5.24% | -0.1% |
| 9 | VVISA INC | $282.58M | 5.18% | +0.2% |
| 10 | SBACSBA COMMUNICATIONS CORP | $254.54M | 4.67% | +32.2% |
| Stock | Value | Shares |
|---|---|---|
| DGDOLLAR GEN CORP NEW | $111.11M | 1,500,000 |
| DISDISNEY WALT CO | $406.00K | 3,891 |
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