Loading...
Loading...
MIDDLEBURG, VA · CIK 0001112520
New positions
1
Added to
1
Trimmed
10
Exited
0
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $8.56B across 24 positions in their Q3 2018 SEC 13F filing (period ending 2018-09-30). The top 10 positions account for 79.7% 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 | MAMASTERCARD INC | $1.19B | 13.85% | -0.0% |
| 2 | AMTAMERICAN TOWER CORP NEW | $1.03B | 11.99% | -0.0% |
| 3 | MCOMOODYS CORP | $949.97M | 11.09% | -0.0% |
| 4 | VVISA INC | $733.53M | 8.56% | - |
| 5 | ORLYO REILLY AUTOMOTIVE INC NEW | $655.50M | 7.65% | -0.1% |
| 6 | MKLMARKEL CORP | $609.80M | 7.12% | -0.1% |
| 7 | ROPROPER INDS INC NEW | $461.85M | 5.39% | -0.0% |
| 8 | DLTRDOLLAR TREE INC | $414.77M | 4.84% | +1.1% |
| 9 | SBACSBA COMMUNICATIONS CORP | $395.95M | 4.62% | - |
| 10 | KMXCARMAX INC | $392.35M | 4.58% | - |
| Stock | Value | Shares |
|---|---|---|
| 2JEFOCUS FINL PARTNERS INC | $130.51M | 2,750,000 |
One weekly email with notable insider buys, sells and congressional disclosures. Unsubscribe anytime.