Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2015)
As of Mar 31, 2015, 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 2015, the filing reported:
New Buys - None reported
Increases - American Tower Corporation (REI, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Dollar Tree, Inc., Enstar Group, and 7 more
Reductions - CSX Corporation, LPL Financial Holdings Inc., Live Nation Entertainment, Inc., Williams Companies, Inc. (The)
Complete Exits - Hartford Financial Services Gro
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2015
|
AMT
American Tower Corporation (REI
|
Buy |
+35,472
|
|
Q1 2015
|
BRK-A
Berkshire Hathaway Inc.
|
Buy |
+2
|
|
Q1 2015
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+5,663
|
|
Q1 2015
|
CSX
CSX Corporation
|
Sell |
-12,954
|
|
Q1 2015
|
DLTR
Dollar Tree, Inc.
|
Buy |
+43,160
|
|
Q1 2015
|
G3075P101
Enstar Group
|
Buy |
+39,447
|
|
Q1 2015
|
HIG
Hartford Financial Services Gro
|
Sell - Position Exit |
-50,761
|
|
Q1 2015
|
LPLA
LPL Financial Holdings Inc.
|
Sell |
-249,815
|
|
Q1 2015
|
LYV
Live Nation Entertainment, Inc.
|
Sell |
-89,846
|
|
Q1 2015
|
MA
Mastercard Incorporated
|
Buy |
+51,157
|
|
Q1 2015
|
MCO
Moody's Corporation
|
Buy |
+35,305
|
|
Q1 2015
|
MKL
Markel Group Inc.
|
Buy |
+5,313
|
|
Q1 2015
|
ORLY
O'Reilly Automotive, Inc.
|
Buy |
+2,631
|
|
Q1 2015
|
ROP
Roper Technologies, Inc.
|
Buy |
+73,056
|
|
Q1 2015
|
V
Visa Inc.
|
Buy |
+1,712,430
|
|
Q1 2015
|
VRSK
Verisk Analytics, Inc.
|
Buy |
+193,495
|
|
Q1 2015
|
WMB
Williams Companies, Inc. (The)
|
Sell |
-2,090
|