Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2017)
As of Mar 31, 2017, 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 2017, the filing reported:
New Buys - None reported
Increases - Berkshire Hathaway Inc. New, Dollar Tree, Inc., Mastercard Incorporated, Moody's Corporation, Monro, Inc., and 4 more
Reductions - American Tower Corporation (REI, Berkshire Hathaway Inc., CSX Corporation, Enstar Group, Markel Group Inc.
Complete Exits - Walt Disney Company (The), Duluth Holdings Inc.
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 2017
|
AMT
American Tower Corporation (REI
|
Sell |
-2,392
|
|
Q1 2017
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-10
|
|
Q1 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+360
|
|
Q1 2017
|
CSX
CSX Corporation
|
Sell |
-33,882
|
|
Q1 2017
|
DIS
Walt Disney Company (The)
|
Sell - Position Exit |
-3,891
|
|
Q1 2017
|
DLTH
Duluth Holdings Inc.
|
Sell - Position Exit |
-351,400
|
|
Q1 2017
|
DLTR
Dollar Tree, Inc.
|
Buy |
+9,198
|
|
Q1 2017
|
G3075P101
Enstar Group
|
Sell |
-1,491
|
|
Q1 2017
|
MA
Mastercard Incorporated
|
Buy |
+627,792
|
|
Q1 2017
|
MCO
Moody's Corporation
|
Buy |
+1,019,167
|
|
Q1 2017
|
MKL
Markel Group Inc.
|
Sell |
-25
|
|
Q1 2017
|
MNRO
Monro, Inc.
|
Buy |
+75,000
|
|
Q1 2017
|
ORLY
O'Reilly Automotive, Inc.
|
Buy |
+1,136
|
|
Q1 2017
|
ROP
Roper Technologies, Inc.
|
Buy |
+2,868
|
|
Q1 2017
|
V
Visa Inc.
|
Buy |
+1,267,080
|
|
Q1 2017
|
VRSK
Verisk Analytics, Inc.
|
Buy |
+5,893
|