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MIDDLEBURG, VA · CIK 0001112520
New positions
0
Added to
13
Trimmed
2
Exited
0
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $9.48B across 25 positions in their Q1 2019 SEC 13F filing (period ending 2019-03-31). The top 10 positions account for 81.2% 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 | $1.42B | 14.95% | +1.7% |
| 2 | MAMASTERCARD INC | $1.25B | 13.24% | +0.0% |
| 3 | MCOMOODYS CORP | $1.03B | 10.86% | +0.0% |
| 4 | VVISA INC | $763.34M | 8.06% | - |
| 5 | ORLYO REILLY AUTOMOTIVE INC NEW | $732.85M | 7.73% | +0.0% |
| 6 | ROPROPER INDS INC NEW | $536.00M | 5.66% | +0.0% |
| 7 | DLTRDOLLAR TREE INC | $534.30M | 5.64% | +0.0% |
| 8 | MKLMARKEL CORP | $511.20M | 5.39% | +0.0% |
| 9 | SBACSBA COMMUNICATIONS CORP | $492.16M | 5.19% | - |
| 10 | KMXCARMAX INC | $424.24M | 4.48% | +5.2% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| AMTAMERICAN TOWER CORP NEW | $1.42B | 7,186,828 | +1.7% |
| MAMASTERCARD INC | $1.25B | 5,327,915 | +0.0% |
| MCOMOODYS CORP | $1.03B | 5,682,371 | +0.0% |
| ORLYO REILLY AUTOMOTIVE INC NEW | $732.85M | 1,887,335 | +0.0% |
| ROPROPER INDS INC NEW | $536.00M | 1,567,399 | +0.0% |
| DLTRDOLLAR TREE INC | $534.30M | 5,086,615 | +0.0% |
| MKLMARKEL CORP | $511.20M | 513,130 | +0.0% |
| KMXCARMAX INC | $424.24M | 6,077,981 | +5.2% |
| VRSKVERISK ANALYTICS INC | $338.32M | 2,543,775 | +0.0% |
| KKRKKR & CO L P DEL | $299.58M | 12,753,600 | +0.8% |
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