Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2018)
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, 2018. 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
|