Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2015)
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, 2015. 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
|