Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2020)
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, 2020. 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
|