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MIDDLEBURG, VA · CIK 0001112520
New positions
1
Added to
5
Trimmed
9
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $7.62B across 24 positions in their Q1 2018 SEC 13F filing (period ending 2018-03-31). The top 10 positions account for 80.9% 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 | $1.03B | 13.46% | +3.9% |
| 2 | MAMASTERCARD INC | $932.34M | 12.24% | -0.1% |
| 3 | MCOMOODYS CORP | $916.96M | 12.03% | -0.0% |
| 4 | MKLMARKEL CORP | $600.65M | 7.88% | -0.1% |
| 5 | VVISA INC | $584.62M | 7.67% | -0.0% |
| 6 | ORLYO REILLY AUTOMOTIVE INC NEW | $468.45M | 6.15% | -0.0% |
| 7 | DLTRDOLLAR TREE INC | $459.02M | 6.02% | -0.1% |
| 8 | ROPROPER INDS INC NEW | $436.73M | 5.73% | +0.0% |
| 9 | SBACSBA COMMUNICATIONS CORP | $421.32M | 5.53% | - |
| 10 | KMXCARMAX INC | $319.75M | 4.20% | +0.2% |
| Stock | Value | Shares |
|---|---|---|
| KKRKKR & CO L P DEL | $97.44M | 4,800,000 |
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