Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2020)
As of Mar 31, 2020, 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 2020, the filing reported:
New Buys - Adobe Inc., Live Nation Entertainment, Inc., Marriott International, Primo Water Corporation
Increases - Alarm.com Holdings, Inc., ANSYS, Inc., Brookfield Asset Management Ltd., CoStar Group, Inc., The Descartes Systems Group Inc, and 6 more
Reductions - American Tower Corporation (REI, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Dollar Tree, Inc., Moody's Corporation, and 3 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 2020
|
ADBE
Adobe Inc.
|
Buy - Position Entry |
+1,140,000
|
|
Q1 2020
|
ALRM
Alarm.com Holdings, Inc.
|
Buy |
+163,968
|
|
Q1 2020
|
AMT
American Tower Corporation (REI
|
Sell |
-144,583
|
|
Q1 2020
|
ANSS
ANSYS, Inc.
|
Buy |
+304,916
|
|
Q1 2020
|
BAM
Brookfield Asset Management Ltd.
|
Buy |
+944,000
|
|
Q1 2020
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-39
|
|
Q1 2020
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-238,126
|
|
Q1 2020
|
CSGP
CoStar Group, Inc.
|
Buy |
+188,312
|
|
Q1 2020
|
DLTR
Dollar Tree, Inc.
|
Sell |
-532,650
|
|
Q1 2020
|
DSGX
The Descartes Systems Group Inc
|
Buy |
+157,300
|
|
Q1 2020
|
KKR
KKR & Co. Inc.
|
Buy |
+1,432,716
|
|
Q1 2020
|
KMX
CarMax Inc
|
Buy |
+1,442,720
|
|
Q1 2020
|
LYV
Live Nation Entertainment, Inc.
|
Buy - Position Entry |
+5,481,238
|
|
Q1 2020
|
MA
Mastercard Incorporated
|
Buy |
+459,438
|
|
Q1 2020
|
MAR
Marriott International
|
Buy - Position Entry |
+7,500
|
|
Q1 2020
|
MCO
Moody's Corporation
|
Sell |
-43,302
|
|
Q1 2020
|
MKL
Markel Group Inc.
|
Sell |
-15,373
|
|
Q1 2020
|
OLLI
Ollie's Bargain Outlet Holdings
|
Buy |
+393,563
|
|
Q1 2020
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-43,952
|
|
Q1 2020
|
PRMW
Primo Water Corporation
|
Buy - Position Entry |
+1,580,878
|
|
Q1 2020
|
ROP
Roper Technologies, Inc.
|
Buy |
+137,978
|
|
Q1 2020
|
V
Visa Inc.
|
Buy |
+356,100
|
|
Q1 2020
|
VRSK
Verisk Analytics, Inc.
|
Sell |
-95,095
|