Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2014)

According to the SEC 13F filed on Aug 14, 2026, the Akre Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2014. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2014, the filing reported:

New Buys - Roper Technologies, Inc., Exxon Mobil Corporation

Increases - American Tower Corporation (REI, ANSYS, Inc., Berkshire Hathaway Inc. New, Danaher Corporation, Dollar Tree, Inc., and 8 more

Reductions - Berkshire Hathaway Inc., Hartford Financial Services Gro, Ross Stores, Inc., Williams Companies, Inc. (The)

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2014	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+700,745	+21.1%	$329.70K	4,027,121
Q1 2014	ANSS ANSYS, Inc.	ANSYS, Inc.	Buy	+44,800	+89.6%	$7.30K	94,800
Q1 2014	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-7	-11.9%	$9.74K	52
Q1 2014	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+8,978	+3.0%	$38.99K	312,019
Q1 2014	DHR Danaher Corporation	Danaher Corporation	Buy	+20,000	+7.1%	$22.50K	300,000
Q1 2014	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Buy	+59,835	+2.0%	$155.65K	2,983,023
Q1 2014	G3075P101 Enstar Group	Enstar Group	Buy	+150	+0.0%	$67.97K	498,626
Q1 2014	HIG Hartford Financial Services Gro	Hartford Financial Services Gro	Sell	-1,200	-0.4%	$11.21K	317,874
Q1 2014	KMX CarMax Inc	CarMax Inc	Buy	+100,000	+100.0%	$9.36K	200,000
Q1 2014	LYV Live Nation Entertainment, Inc.	Live Nation Entertainment, Inc.	Buy	+1,791,700	+39.3%	$138.11K	6,350,000
Q1 2014	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+3,567,067	+899.7%	$296.08K	3,963,530
Q1 2014	MCO Moody's Corporation	Moody's Corporation	Buy	+1,180	+0.0%	$276.20K	3,482,130
Q1 2014	MKL Markel Group Inc.	Markel Group Inc.	Buy	+290	+0.1%	$227.12K	381,007
Q1 2014	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Buy	+579	+0.1%	$121.96K	821,882
Q1 2014	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Buy - Position Entry	+79,000	-	$10.55K	79,000
Q1 2014	ROST Ross Stores, Inc.	Ross Stores, Inc.	Sell	-181,105	-10.0%	$116.73K	1,631,038
Q1 2014	V Visa Inc.	Visa Inc.	Buy	+68,000	+13.5%	$123.13K	570,430
Q1 2014	WMB Williams Companies, Inc. (The)	Williams Companies, Inc. (The)	Sell	-730	-3.7%	$766.00	18,880
Q1 2014	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy - Position Entry	+4,446	-	$434.00	4,446