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MIDDLEBURG, VA · CIK 0001112520
New positions
0
Added to
11
Trimmed
3
Exited
2
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $7.23B across 24 positions in their Q4 2017 SEC 13F filing (period ending 2017-12-31). The top 10 positions account for 81.2% of the portfolio.
Top 24 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMTAMERICAN TOWER CORP NEW | $969.04M | 13.41% | +0.0% |
| 2 | MCOMOODYS CORP | $839.45M | 11.62% | +0.0% |
| 3 | MAMASTERCARD INC | $806.61M | 11.16% | +0.1% |
| 4 | MKLMARKEL CORP | $585.42M | 8.10% | +0.1% |
| 5 | VVISA INC | $557.45M | 7.71% | - |
| 6 | DLTRDOLLAR TREE INC | $519.45M | 7.19% | +0.1% |
| 7 | ORLYO REILLY AUTOMOTIVE INC NEW | $455.73M | 6.31% | +0.1% |
| 8 | ROPROPER INDS INC NEW | $402.86M | 5.57% | +0.1% |
| 9 | SBACSBA COMMUNICATIONS CORP | $402.68M | 5.57% | - |
| 10 | KMXCARMAX INC | $330.52M | 4.57% | -0.0% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| AMTAMERICAN TOWER CORP NEW | $969.04M | 6,792,187 | +0.0% |
| MCOMOODYS CORP | $839.45M | 5,686,967 | +0.0% |
| MAMASTERCARD INC | $806.61M | 5,329,057 | +0.1% |
| MKLMARKEL CORP | $585.42M | 513,923 | +0.1% |
| DLTRDOLLAR TREE INC | $519.45M | 4,840,619 | +0.1% |
| ORLYO REILLY AUTOMOTIVE INC NEW | $455.73M | 1,894,595 | +0.1% |
| ROPROPER INDS INC NEW | $402.86M | 1,555,441 | +0.1% |
| STHOENSTAR GROUP LIMITED | $290.48M | 1,446,996 | +0.1% |
| BRK/BBERKSHIRE HATHAWAY INC DEL | $57.12M | 288,137 | +0.3% |
| PRMWUSDPRIMO WTR CORP | $24.05M | 1,913,220 | +12.2% |
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