Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2016)
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, 2016. 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 2016, the filing reported:
New Buys - None reported
Increases - American Tower Corporation (REI, Berkshire Hathaway Inc. New, Dollar Tree, Inc., Enstar Group, CarMax Inc, and 6 more
Reductions - CSX Corporation, Lamar Advertising Company, O'Reilly Automotive, Inc., Roper Technologies, Inc.
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 | Type | Change Qty |
|---|---|---|---|
|
Q1 2016
|
AMT
American Tower Corporation (REI
|
Buy |
+4,359
|
|
Q1 2016
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+702
|
|
Q1 2016
|
CSX
CSX Corporation
|
Sell |
-1,914
|
|
Q1 2016
|
DLTR
Dollar Tree, Inc.
|
Buy |
+4,176
|
|
Q1 2016
|
G3075P101
Enstar Group
|
Buy |
+276,697
|
|
Q1 2016
|
KMX
CarMax Inc
|
Buy |
+900,962
|
|
Q1 2016
|
LAMR
Lamar Advertising Company
|
Sell |
-3,003
|
|
Q1 2016
|
LKQ
LKQ Corporation
|
Buy |
+226,900
|
|
Q1 2016
|
MA
Mastercard Incorporated
|
Buy |
+4,478
|
|
Q1 2016
|
MCO
Moody's Corporation
|
Buy |
+357,910
|
|
Q1 2016
|
MKL
Markel Group Inc.
|
Buy |
+178
|
|
Q1 2016
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-5
|
|
Q1 2016
|
ROP
Roper Technologies, Inc.
|
Sell |
-38,192
|
|
Q1 2016
|
V
Visa Inc.
|
Buy |
+3,840
|
|
Q1 2016
|
VRSK
Verisk Analytics, Inc.
|
Buy |
+4,865
|