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MIDDLEBURG, VA · CIK 0001112520
New positions
1
Added to
2
Trimmed
14
Exited
0
AKRE CAPITAL MANAGEMENT LLC (MIDDLEBURG, VA) reported a portfolio value of $11.88B across 19 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). The top 10 positions account for 103.9% of the portfolio.
Top 19 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | $2.16B | 18.17% | -13.6% |
| 2 | MCOMOODYS CORP | $1.87B | 15.70% | -6.2% |
| 3 | AMTAMERICAN TOWER CORP NEW | $1.47B | 12.36% | +0.5% |
| 4 | KKRKKR & CO L P DEL | $1.38B | 11.61% | -1.6% |
| 5 | KKRKKR & CO L P DEL | $1.38B | 11.61% | -1.6% |
| 6 | ORLYOREILLY AUTOMOTIVE INC | $968.95M | 8.15% | -3.4% |
| 7 | VVISA INC | $913.50M | 7.69% | -26.9% |
| 8 | ROPROPER TECHNOLOGIES INC | $857.38M | 7.21% | -0.1% |
| 9 | BNBROOKFIELD CORP | $724.31M | 6.09% | -0.5% |
| 10 | CSGPCOSTAR GROUP INC | $634.07M | 5.34% | +0.1% |
| Stock | Value | Shares |
|---|---|---|
| SBACSBA COMMUNICATIONS CORP NEW | $45.82M | 180,629 |
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