Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2024)
According to the SEC 13F filed on May 13, 2024, the Akre Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2024. 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 2024, the filing reported:
Increases - CoStar Group, Inc.
Reductions - American Tower Corporation (REI, Brookfield Asset Management Ltd., Brookfield Corporation, Berkshire Hathaway Inc. New, DigitalBridge Group, Inc., and 8 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 2024
|
AMT
American Tower Corporation (REI
|
Sell |
-606,774
|
|
Q1 2024
|
BAM
Brookfield Asset Management Ltd.
|
Sell |
-3,392,966
|
|
Q1 2024
|
BN
Brookfield Corporation
|
Sell |
-95,076
|
|
Q1 2024
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-70
|
|
Q1 2024
|
CCCS
CCC Intelligent Solutions Holdi
|
Buy - Position Entry |
+7,000,000
|
|
Q1 2024
|
CSGP
CoStar Group, Inc.
|
Buy |
+5,957
|
|
Q1 2024
|
DBRG
DigitalBridge Group, Inc.
|
Sell |
-293,215
|
|
Q1 2024
|
DLTR
Dollar Tree, Inc.
|
Sell |
-19,542
|
|
Q1 2024
|
KKR
KKR & Co. Inc.
|
Sell |
-1,768,668
|
|
Q1 2024
|
KMX
CarMax Inc
|
Sell |
-24,866
|
|
Q1 2024
|
MA
Mastercard Incorporated
|
Sell |
-451,542
|
|
Q1 2024
|
MCO
Moody's Corporation
|
Sell |
-323,973
|
|
Q1 2024
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-31,450
|
|
Q1 2024
|
ROP
Roper Technologies, Inc.
|
Sell |
-27,992
|
|
Q1 2024
|
UBER
Uber Technologies, Inc.
|
Buy - Position Entry |
+1,775,000
|
|
Q1 2024
|
V
Visa Inc.
|
Sell |
-237,000
|