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MIDDLEBURG, VA · CIK 0001112520
New positions
0
Added to
2
Trimmed
13
Exited
2
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $6.84B across 26 positions in their Q3 2017 SEC 13F filing (period ending 2017-09-30). The top 10 positions account for 80.2% of the portfolio.
Top 26 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMTAMERICAN TOWER CORP NEW | $928.13M | 13.56% | -0.3% |
| 2 | MCOMOODYS CORP | $791.31M | 11.56% | -0.3% |
| 3 | MAMASTERCARD INC | $751.90M | 10.99% | -0.4% |
| 4 | MKLMARKEL CORP | $548.25M | 8.01% | -0.5% |
| 5 | VVISA INC | $514.52M | 7.52% | - |
| 6 | DLTRDOLLAR TREE INC | $420.02M | 6.14% | -0.1% |
| 7 | ORLYO REILLY AUTOMOTIVE INC NEW | $407.83M | 5.96% | +58.7% |
| 8 | KMXCARMAX INC | $390.76M | 5.71% | -0.3% |
| 9 | ROPROPER INDS INC NEW | $378.33M | 5.53% | -0.8% |
| 10 | SBACSBA COMMUNICATIONS CORP | $355.08M | 5.19% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| ORLYO REILLY AUTOMOTIVE INC NEW | $407.83M | 1,893,626 | +58.7% |
| PRMWUSDPRIMO WTR CORP | $20.21M | 1,705,868 | +1.6% |
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