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MIDDLEBURG, VA · CIK 0001112520
New positions
4
Added to
12
Trimmed
8
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $10.29B across 28 positions in their Q1 2020 SEC 13F filing (period ending 2020-03-31). The top 10 positions account for 77.6% of the portfolio.
Top 28 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMTAMERICAN TOWER CORP NEW | $1.53B | 14.90% | -2.0% |
| 2 | MAMASTERCARD INC | $1.40B | 13.58% | +8.6% |
| 3 | MCOMOODYS CORP | $1.19B | 11.58% | -0.8% |
| 4 | VVISA INC | $844.81M | 8.21% | +7.3% |
| 5 | SBACSBA COMMUNICATIONS CORP | $665.48M | 6.46% | - |
| 6 | ORLYO REILLY AUTOMOTIVE INC NEW | $554.83M | 5.39% | -2.3% |
| 7 | ROPROPER INDS INC NEW | $531.67M | 5.17% | +8.8% |
| 8 | MKLMARKEL CORP | $461.52M | 4.48% | -3.0% |
| 9 | KMXCARMAX INC | $440.89M | 4.28% | +21.4% |
| 10 | ADBEADOBE INC | $362.79M | 3.52% | New |
| Stock | Value | Shares |
|---|---|---|
| ADBEADOBE INC | $362.79M | 1,140,000 |
| LYVLIVE NATION ENTERTAINMENT IN | $249.18M | 5,481,238 |
| BCBUSDPRIMO WTR CORP | $14.32M | 1,580,878 |
| MARMARRIOTT INTL INC NEW | $561.00K | 7,500 |
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