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MIDDLEBURG, VA · CIK 0001112520
New positions
1
Added to
7
Trimmed
8
Exited
0
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $7.90B across 25 positions in their Q4 2018 SEC 13F filing (period ending 2018-12-31). The top 10 positions account for 80.8% of the portfolio.
Top 25 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMTAMERICAN TOWER CORP NEW | $1.12B | 14.15% | -0.0% |
| 2 | MAMASTERCARD INC | $1.00B | 12.72% | -0.0% |
| 3 | MCOMOODYS CORP | $795.67M | 10.07% | +0.0% |
| 4 | ORLYO REILLY AUTOMOTIVE INC NEW | $649.81M | 8.22% | -0.0% |
| 5 | VVISA INC | $644.83M | 8.16% | - |
| 6 | MKLMARKEL CORP | $532.59M | 6.74% | -0.0% |
| 7 | DLTRDOLLAR TREE INC | $459.36M | 5.81% | -0.0% |
| 8 | ROPROPER INDS INC NEW | $417.68M | 5.29% | +0.5% |
| 9 | SBACSBA COMMUNICATIONS CORP | $399.06M | 5.05% | - |
| 10 | KMXCARMAX INC | $362.40M | 4.59% | +9.9% |
| Stock | Value | Shares |
|---|---|---|
| GSHDGOOSEHEAD INS INC | $311.00K | 11,831 |
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