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MIDDLEBURG, VA · CIK 0001112520
New positions
0
Added to
2
Trimmed
12
Exited
2
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $16.24B across 24 positions in their Q3 2021 SEC 13F filing (period ending 2021-09-30). The top 10 positions account for 76.7% of the portfolio.
Top 24 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INC | $2.04B | 12.56% | +0.0% |
| 2 | MCOMOODYS CORP | $2.00B | 12.29% | -0.1% |
| 3 | AMTAMERICAN TOWER CORP NEW | $1.86B | 11.46% | -0.0% |
| 4 | VVISA INC | $1.17B | 7.19% | - |
| 5 | ORLYO REILLY AUTOMOTIVE INC NEW | $964.68M | 5.94% | -0.2% |
| 6 | KMXCARMAX INC | $909.68M | 5.60% | -0.1% |
| 7 | KKRKKR & CO L P DEL | $896.76M | 5.52% | -0.0% |
| 8 | KKRKKR & CO L P DEL | $896.76M | 5.52% | -0.0% |
| 9 | ADBEADOBE INC | $880.84M | 5.42% | -0.0% |
| 10 | CSGPCOSTAR GROUP INC | $840.20M | 5.17% | -0.0% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| MAMASTERCARD INC | $2.04B | 5,868,416 | +0.0% |
| BNBROOKFIELD ASSET MGMT INC | $702.44M | 13,127,268 | +0.7% |
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