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MIDDLEBURG, VA · CIK 0001112520
New positions
2
Added to
3
Trimmed
10
Exited
3
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $11.06B across 21 positions in their Q4 2022 SEC 13F filing (period ending 2022-12-31). The top 10 positions account for 93.5% of the portfolio.
Top 21 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | $2.04B | 18.47% | -0.4% |
| 2 | MCOMOODYS CORP | $1.59B | 14.36% | - |
| 3 | AMTAMERICAN TOWER CORP NEW | $1.48B | 13.39% | +0.3% |
| 4 | VVISA INC | $1.02B | 9.24% | -6.2% |
| 5 | ORLYOREILLY AUTOMOTIVE INC | $997.88M | 9.02% | -19.7% |
| 6 | ROPROPER TECHNOLOGIES INC | $715.38M | 6.47% | -0.0% |
| 7 | KKRKKR & CO L P DEL | $701.08M | 6.34% | -2.3% |
| 8 | KKRKKR & CO L P DEL | $701.08M | 6.34% | -2.3% |
| 9 | CSGPCOSTAR GROUP INC | $549.57M | 4.97% | - |
| 10 | BNBROOKFIELD CORP | $546.36M | 4.94% | New |
| Stock | Value | Shares |
|---|---|---|
| BNBROOKFIELD CORP | $546.36M | 17,366,753 |
| BAMBROOKFIELD ASSET MANAGMT LTD | $105.84M | 3,691,684 |
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