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MIDDLEBURG, VA · CIK 0001112520
New positions
0
Added to
4
Trimmed
13
Exited
1
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $11.52B across 18 positions in their Q3 2023 SEC 13F filing (period ending 2023-09-30). The top 10 positions account for 101.6% of the portfolio.
Top 18 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | $2.94B | 25.53% | -0.3% |
| 2 | MCOMOODYS CORP | $1.61B | 13.99% | -3.5% |
| 3 | AMTAMERICAN TOWER CORP NEW | $1.11B | 9.67% | +0.3% |
| 4 | VVISA INC | $1.10B | 9.59% | -2.5% |
| 5 | KKRKKR & CO L P DEL | $1.04B | 9.05% | +11.0% |
| 6 | KKRKKR & CO L P DEL | $1.04B | 9.05% | +11.0% |
| 7 | ORLYOREILLY AUTOMOTIVE INC | $959.28M | 8.33% | -5.2% |
| 8 | ROPROPER TECHNOLOGIES INC | $762.62M | 6.62% | -4.9% |
| 9 | BNBROOKFIELD CORP | $567.38M | 4.93% | -0.9% |
| 10 | CSGPCOSTAR GROUP INC | $557.39M | 4.84% | +1.9% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| AMTAMERICAN TOWER CORP NEW | $1.11B | 6,768,224 | +0.3% |
| KKRKKR & CO L P DEL | $1.04B | 16,910,607 | +11.0% |
| KKRKKR & CO L P DEL | $1.04B | 16,910,607 | +11.0% |
| CSGPCOSTAR GROUP INC | $557.39M | 7,249,226 | +1.9% |
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