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MIDDLEBURG, VA · CIK 0001112520
New positions
0
Added to
2
Trimmed
11
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $9.86B across 24 positions in their Q2 2019 SEC 13F filing (period ending 2019-06-30). The top 10 positions account for 84.1% 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 | $1.47B | 14.90% | -0.0% |
| 2 | MAMASTERCARD INC | $1.41B | 14.29% | -0.0% |
| 3 | MCOMOODYS CORP | $1.11B | 11.25% | -0.0% |
| 4 | VVISA INC | $848.19M | 8.60% | - |
| 5 | ORLYO REILLY AUTOMOTIVE INC NEW | $697.00M | 7.07% | -0.0% |
| 6 | ROPROPER INDS INC NEW | $574.04M | 5.82% | -0.0% |
| 7 | MKLMARKEL CORP | $559.03M | 5.67% | -0.0% |
| 8 | SBACSBA COMMUNICATIONS CORP | $554.23M | 5.62% | - |
| 9 | DLTRDOLLAR TREE INC | $546.23M | 5.54% | -0.0% |
| 10 | KMXCARMAX INC | $527.75M | 5.35% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| PRMWUSDPRIMO WTR CORP | $37.50M | 3,049,100 | +6.7% |
| GSHDGOOSEHEAD INS INC | $4.85M | 101,490 | +164.8% |
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