Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2022)
As of Mar 31, 2022, the Akre Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 13, 2022. 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 2022, the filing reported:
New Buys - None reported
Reductions - Alarm.com Holdings, Inc., American Tower Corporation (REI, Brookfield Asset Management Ltd., Berkshire Hathaway Inc. New, CoStar Group, Inc., and 5 more
Complete Exits - SBA Communications Corporation
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 2022
|
ADBE
Adobe Inc.
|
Buy |
+37,000
|
|
Q1 2022
|
ALRM
Alarm.com Holdings, Inc.
|
Sell |
-1,009,719
|
|
Q1 2022
|
AMT
American Tower Corporation (REI
|
Sell |
-10,720
|
|
Q1 2022
|
BAM
Brookfield Asset Management Ltd.
|
Sell |
-285
|
|
Q1 2022
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-1,090
|
|
Q1 2022
|
CRM
Salesforce, Inc.
|
Buy |
+37,210
|
|
Q1 2022
|
CSGP
CoStar Group, Inc.
|
Sell |
-96,170
|
|
Q1 2022
|
DLTR
Dollar Tree, Inc.
|
Sell |
-2,619,764
|
|
Q1 2022
|
KKR
KKR & Co. Inc.
|
Buy |
+134,660
|
|
Q1 2022
|
KMX
CarMax Inc
|
Buy |
+49,780
|
|
Q1 2022
|
MA
Mastercard Incorporated
|
Sell |
-6,040
|
|
Q1 2022
|
MCO
Moody's Corporation
|
Buy |
+38,615
|
|
Q1 2022
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-2,140
|
|
Q1 2022
|
ROP
Roper Technologies, Inc.
|
Sell |
-2,340
|
|
Q1 2022
|
SBAC
SBA Communications Corporation
|
Sell - Position Exit |
-1,547,180
|
|
Q1 2022
|
VRSK
Verisk Analytics, Inc.
|
Sell |
-715
|