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MIDDLEBURG, VA · CIK 0001112520
New positions
0
Added to
2
Trimmed
11
Exited
0
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $14.80B across 28 positions in their Q4 2020 SEC 13F filing (period ending 2020-12-31). The top 10 positions account for 74.5% 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 | MAMASTERCARD INC | $2.10B | 14.18% | -0.0% |
| 2 | MCOMOODYS CORP | $1.63B | 11.05% | -0.0% |
| 3 | AMTAMERICAN TOWER CORP NEW | $1.60B | 10.82% | +1.4% |
| 4 | VVISA INC | $1.15B | 7.75% | -0.0% |
| 5 | CSGPCOSTAR GROUP INC | $892.82M | 6.03% | +0.7% |
| 6 | ORLYO REILLY AUTOMOTIVE INC NEW | $832.61M | 5.63% | -0.0% |
| 7 | ROPROPER INDS INC NEW | $824.68M | 5.57% | -0.0% |
| 8 | KMXCARMAX INC | $706.49M | 4.77% | -0.0% |
| 9 | SBACSBA COMMUNICATIONS CORP | $695.45M | 4.70% | - |
| 10 | KKRKKR & CO L P DEL | $596.27M | 4.03% | -0.0% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| AMTAMERICAN TOWER CORP NEW | $1.60B | 7,130,558 | +1.4% |
| CSGPCOSTAR GROUP INC | $892.82M | 965,961 | +0.7% |
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