Loading...
Loading...
MIDDLEBURG, VA · CIK 0001112520
New positions
0
Added to
10
Trimmed
9
Exited
0
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $13.27B across 28 positions in their Q2 2020 SEC 13F filing (period ending 2020-06-30). The top 10 positions account for 76.9% 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 | $1.82B | 13.71% | -0.1% |
| 2 | MAMASTERCARD INC | $1.74B | 13.11% | +1.7% |
| 3 | MCOMOODYS CORP | $1.55B | 11.67% | -0.0% |
| 4 | VVISA INC | $1.01B | 7.63% | - |
| 5 | ORLYO REILLY AUTOMOTIVE INC NEW | $776.67M | 5.85% | -0.1% |
| 6 | SBACSBA COMMUNICATIONS CORP | $734.37M | 5.53% | - |
| 7 | KMXCARMAX INC | $730.19M | 5.50% | -0.4% |
| 8 | CSGPCOSTAR GROUP INC | $678.94M | 5.11% | +118.0% |
| 9 | ROPROPER INDS INC NEW | $673.54M | 5.07% | +1.7% |
| 10 | ADBEADOBE INC | $496.25M | 3.74% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| MAMASTERCARD INC | $1.74B | 5,883,862 | +1.7% |
| CSGPCOSTAR GROUP INC | $678.94M | 955,353 | +118.0% |
| ROPROPER INDS INC NEW | $673.54M | 1,734,754 | +1.7% |
| KKRKKR & CO L P DEL | $454.61M | 14,721,857 | +3.8% |
| BNBROOKFIELD ASSET MGMT INC | $378.42M | 11,502,025 | +59.9% |
| LYVLIVE NATION ENTERTAINMENT IN | $247.70M | 5,587,638 | +1.9% |
| AKXANSYS INC | $177.89M | 609,764 | +30.1% |
| ALRMALARM COM HLDGS INC | $115.68M | 1,784,870 | +0.8% |
| GSHDGOOSEHEAD INS INC | $14.18M | 188,672 | +9.6% |
| CLNSEURCOLONY CAP INC NEW | $3.60M | 1,500,000 | +0.1% |
One weekly email with notable insider buys, sells and congressional disclosures. Unsubscribe anytime.