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MIDDLEBURG, VA · CIK 0001112520
New positions
5
Added to
6
Trimmed
9
Exited
4
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $10.14B across 25 positions in their Q3 2019 SEC 13F filing (period ending 2019-09-30). The top 10 positions account for 85.6% 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 | $1.59B | 15.67% | -0.0% |
| 2 | MAMASTERCARD INC | $1.45B | 14.26% | -0.0% |
| 3 | MCOMOODYS CORP | $1.16B | 11.47% | -0.0% |
| 4 | VVISA INC | $840.66M | 8.29% | - |
| 5 | ORLYO REILLY AUTOMOTIVE INC NEW | $752.02M | 7.41% | -0.0% |
| 6 | MKLMARKEL CORP | $606.27M | 5.98% | -0.0% |
| 7 | SBACSBA COMMUNICATIONS CORP | $594.43M | 5.86% | New |
| 8 | DLTRDOLLAR TREE INC | $580.61M | 5.72% | -0.0% |
| 9 | ROPROPER INDS INC NEW | $558.86M | 5.51% | -0.0% |
| 10 | KMXCARMAX INC | $553.11M | 5.45% | +3.4% |
| Stock | Value | Shares |
|---|---|---|
| SBACSBA COMMUNICATIONS CORP | $594.43M | 2,465,000 |
| BNBROOKFIELD ASSET MGMT INC | $282.66M | 5,324,225 |
| OLLIOLLIES BARGAIN OUTLT HLDGS I | $5.86M | 100,000 |
| DSGXDESCARTES SYS GROUP INC | $2.02M | 50,000 |
| CLNSEURCOLONY CAP INC NEW | $60.00K | 10,000 |
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