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MIDDLEBURG, VA · CIK 0001112520
New positions
1
Added to
8
Trimmed
7
Exited
2
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $7.92B across 23 positions in their Q2 2018 SEC 13F filing (period ending 2018-06-30). The top 10 positions account for 80.9% of the portfolio.
Top 23 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INC | $1.05B | 13.23% | +0.1% |
| 2 | AMTAMERICAN TOWER CORP NEW | $1.02B | 12.88% | +0.2% |
| 3 | MCOMOODYS CORP | $969.26M | 12.24% | -0.0% |
| 4 | VVISA INC | $647.32M | 8.18% | - |
| 5 | MKLMARKEL CORP | $556.73M | 7.03% | +0.0% |
| 6 | ORLYO REILLY AUTOMOTIVE INC NEW | $516.59M | 6.53% | -0.3% |
| 7 | ROPROPER INDS INC NEW | $430.32M | 5.44% | +0.2% |
| 8 | DLTRDOLLAR TREE INC | $427.77M | 5.40% | +4.0% |
| 9 | SBACSBA COMMUNICATIONS CORP | $407.02M | 5.14% | - |
| 10 | KMXCARMAX INC | $382.89M | 4.84% | +1.8% |
| Stock | Value | Shares |
|---|---|---|
| KKRKKR & CO L P DEL | $248.50M | 10,000,000 |
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