AKRE CAPITAL MANAGEMENT LLC Information

2 WEST MARSHALL STREET, MIDDLEBURG, Virginia, 20117, (540) 687-3880

Report Date: 03/31/2014

Position Statistics

Total Positions 42
New Positions 3
Increased Positions 20
Decreased Positions 7
Positions with Activity 27
Sold Out Positions 0
Total Mkt Value (in $ millions) 3,297

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.54%
Capital Goods 11.18%
Conglomerates
Consumer Cyclical 3.78%
Consumer/Non-Cyclical
Energy 0.08%
Financial 32.61%
Healthcare
Services 44.19%
Technology 5.01%
Transportation 0.05%
Utilities 1.56%

20 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICAN TOWER CORP NEW COM 371,985 64,728 21.07 4,027,121
COLFAX CORP COM 359,332 65,284 22.20 5,162,070
MOODYS CORP COM 322,027 109 .03 3,482,130
MARKEL CORP COM 249,636 190 .08 381,007
DOLLAR TREE INC COM 163,917 3,288 2.05 2,983,023
LIVE NATION ENTERTAINMENT INC COM 153,734 43,377 39.31 6,350,000
DISCOVERY COMMUNICATNS NEW COM SER C 145,020 112,508 346.05 1,784,200
VISA INC COM CL A 127,058 15,146 13.53 570,430
O REILLY AUTOMOTIVE INC NEW COM 124,737 88 .07 821,882
SBA COMMUNICATIONS CORP COM 101,162 101,162 New 977,600
ENSTAR GROUP LIMITED SHS 70,690 21 .03 498,626
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 51,354 147 .29 706,965
BERKSHIRE HATHAWAY INC DEL CL B NEW 40,048 1,152 2.96 312,019
DANAHER CORP DEL COM 22,791 1,519 7.14 300,000
LIBERTY INTERACTIVE CORP LBT VENT COM A 12,971 6,485 100 180,000
ROPER INDS INC NEW COM 11,294 11,294 New 79,000
CARMAX INC COM 10,184 5,092 100 200,000
ANSYS INC COM 7,320 3,459 89.60 94,800
NUSTAR GP HOLDINGS LLC UNIT RESTG LLC 1,148 173 17.79 27,775
EXXON MOBIL CORP COM 464 464 New 4,446

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