Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2017)
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, 2017. 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
|