Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2018)
As of Mar 31, 2018, 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 2018, the filing reported:
New Buys - KKR & Co. Inc.
Increases - Alarm.com Holdings, Inc., American Tower Corporation (REI, CarMax Inc, Roper Technologies, Inc.
Reductions - Berkshire Hathaway Inc. New, Dollar Tree, Inc., Enstar Group, Mastercard Incorporated, Moody's Corporation, and 4 more
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 2018
|
ALRM
Alarm.com Holdings, Inc.
|
Buy |
+16,789
|
|
Q1 2018
|
AMT
American Tower Corporation (REI
|
Buy |
+264,024
|
|
Q1 2018
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-424
|
|
Q1 2018
|
DLTR
Dollar Tree, Inc.
|
Sell |
-3,754
|
|
Q1 2018
|
G3075P101
Enstar Group
|
Sell |
-42,112
|
|
Q1 2018
|
KKR
KKR & Co. Inc.
|
Buy - Position Entry |
+4,800,000
|
|
Q1 2018
|
KMX
CarMax Inc
|
Buy |
+8,256
|
|
Q1 2018
|
MA
Mastercard Incorporated
|
Sell |
-6,276
|
|
Q1 2018
|
MCO
Moody's Corporation
|
Sell |
-2,161
|
|
Q1 2018
|
MKL
Markel Group Inc.
|
Sell |
-652
|
|
Q1 2018
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-936
|
|
Q1 2018
|
ROP
Roper Technologies, Inc.
|
Buy |
+478
|
|
Q1 2018
|
V
Visa Inc.
|
Sell |
-1,750
|
|
Q1 2018
|
VRSK
Verisk Analytics, Inc.
|
Sell |
-10,133
|