Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q1 2025)
According to the SEC 13F filed on May 13, 2025, the Akre Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2025. 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 2025, the filing reported:
New Buys - None reported
Reductions - American Tower Corporation (REI, Berkshire Hathaway Inc. New, CoStar Group, Inc., DigitalBridge Group, Inc., KKR & Co. Inc., and 7 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 2025
|
ABNB
Airbnb, Inc.
|
Buy |
+268,335
|
|
Q1 2025
|
AMT
American Tower Corporation (REI
|
Sell |
-2,914,221
|
|
Q1 2025
|
BN
Brookfield Corporation
|
Buy |
+124,842
|
|
Q1 2025
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-99
|
|
Q1 2025
|
CCCS
CCC Intelligent Solutions Holdi
|
Buy |
+2,508,986
|
|
Q1 2025
|
CSGP
CoStar Group, Inc.
|
Sell |
-288
|
|
Q1 2025
|
DBRG
DigitalBridge Group, Inc.
|
Sell |
-599,990
|
|
Q1 2025
|
KKR
KKR & Co. Inc.
|
Sell |
-1,436,000
|
|
Q1 2025
|
KMX
CarMax Inc
|
Sell |
-462,162
|
|
Q1 2025
|
MA
Mastercard Incorporated
|
Sell |
-372,663
|
|
Q1 2025
|
MCO
Moody's Corporation
|
Sell |
-643,469
|
|
Q1 2025
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-31,370
|
|
Q1 2025
|
ROP
Roper Technologies, Inc.
|
Sell |
-32,741
|
|
Q1 2025
|
V
Visa Inc.
|
Sell |
-96,500
|
|
Q1 2025
|
VRSK
Verisk Analytics, Inc.
|
Sell |
-1,162
|