Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2022)
According to the SEC 13F filed on May 13, 2022, the Akre Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 Inc, 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 Inc
|
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
|