Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2019)
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, 2019. 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 2019, the filing reported:
New Buys - None reported
Increases - American Tower Corporation (REI, Berkshire Hathaway Inc. New, Dollar Tree, Inc., Goosehead Insurance, Inc., KKR & Co. Inc., and 7 more
Reductions - Diamond Hill Investment Group, , Enstar Group
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 2019
|
AMT
American Tower Corporation (REI
|
Buy |
+119,400
|
|
Q1 2019
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+200
|
|
Q1 2019
|
DHIL
Diamond Hill Investment Group,
|
Sell |
-9,154
|
|
Q1 2019
|
DLTR
Dollar Tree, Inc.
|
Buy |
+680
|
|
Q1 2019
|
G3075P101
Enstar Group
|
Sell |
-438,769
|
|
Q1 2019
|
GSHD
Goosehead Insurance, Inc.
|
Buy |
+26,500
|
|
Q1 2019
|
KKR
KKR & Co. Inc.
|
Buy |
+101,500
|
|
Q1 2019
|
KMX
CarMax Inc
|
Buy |
+300,800
|
|
Q1 2019
|
MA
Mastercard Incorporated
|
Buy |
+900
|
|
Q1 2019
|
MCO
Moody's Corporation
|
Buy |
+600
|
|
Q1 2019
|
MKL
Markel Group Inc.
|
Buy |
+60
|
|
Q1 2019
|
ORLY
O'Reilly Automotive, Inc.
|
Buy |
+170
|
|
Q1 2019
|
ROP
Roper Technologies, Inc.
|
Buy |
+235
|
|
Q1 2019
|
VRSK
Verisk Analytics, Inc.
|
Buy |
+333
|