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MIDDLEBURG, VA · CIK 0001112520
New positions
2
Added to
6
Trimmed
9
Exited
2
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $10.91B across 25 positions in their Q4 2019 SEC 13F filing (period ending 2019-12-31). The top 10 positions account for 83.8% 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 | $1.65B | 15.14% | -0.0% |
| 2 | MAMASTERCARD INC | $1.59B | 14.59% | -0.0% |
| 3 | MCOMOODYS CORP | $1.35B | 12.37% | -0.0% |
| 4 | VVISA INC | $918.32M | 8.42% | - |
| 5 | ORLYO REILLY AUTOMOTIVE INC NEW | $826.96M | 7.58% | -0.0% |
| 6 | SBACSBA COMMUNICATIONS CORP | $594.04M | 5.45% | - |
| 7 | KMXCARMAX INC | $591.57M | 5.42% | +7.4% |
| 8 | MKLMARKEL CORP | $586.18M | 5.38% | -0.0% |
| 9 | ROPROPER INDS INC NEW | $555.13M | 5.09% | -0.0% |
| 10 | DLTRDOLLAR TREE INC | $478.23M | 4.39% | -0.0% |
| Stock | Value | Shares |
|---|---|---|
| CSGPCOSTAR GROUP INC | $149.57M | 250,000 |
| AKXANSYS INC | $42.15M | 163,740 |
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