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

As of Mar 31, 2014, the Akre Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2026. 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