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MIDDLEBURG, VA · CIK 0001112520
New positions
0
Added to
12
Trimmed
2
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $17.92B across 23 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). The top 10 positions account for 78.8% of the portfolio.
Top 23 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMTAMERICAN TOWER CORP NEW | $2.46B | 13.75% | +0.0% |
| 2 | MAMASTERCARD INC | $2.38B | 13.27% | +0.0% |
| 3 | MCOMOODYS CORP | $2.20B | 12.25% | +0.0% |
| 4 | VVISA INC | $1.14B | 6.34% | - |
| 5 | ORLYO REILLY AUTOMOTIVE INC NEW | $1.12B | 6.22% | +0.0% |
| 6 | KKRKKR & CO L P DEL | $1.10B | 6.12% | +0.0% |
| 7 | KKRKKR & CO L P DEL | $1.10B | 6.12% | +0.0% |
| 8 | KMXCARMAX INC | $949.40M | 5.30% | +2.5% |
| 9 | ADBEADOBE INC | $867.65M | 4.84% | +0.0% |
| 10 | ROPROPER INDS INC NEW | $818.00M | 4.56% | +0.0% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| AMTAMERICAN TOWER CORP NEW | $2.46B | 7,015,597 | +0.0% |
| MAMASTERCARD INC | $2.38B | 5,871,191 | +0.0% |
| MCOMOODYS CORP | $2.20B | 5,621,097 | +0.0% |
| ORLYO REILLY AUTOMOTIVE INC NEW | $1.12B | 1,579,281 | +0.0% |
| KKRKKR & CO L P DEL | $1.10B | 14,730,660 | +0.0% |
| KKRKKR & CO L P DEL | $1.10B | 14,730,660 | +0.0% |
| KMXCARMAX INC | $949.40M | 7,290,172 | +2.5% |
| ADBEADOBE INC | $867.65M | 1,530,090 | +0.0% |
| ROPROPER INDS INC NEW | $818.00M | 1,663,070 | +0.0% |
| BNBROOKFIELD ASSET MGMT INC | $792.67M | 13,127,979 | +0.0% |
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