Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q2 2014)
As of Jun 30, 2014, the Akre Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2026. 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 Q2 2014, the filing reported:
New Buys - None reported
Increases - Apple Inc., ANSYS, Inc., Danaher Corporation, Dollar Tree, Inc., Enstar Group, and 4 more
Reductions - American Tower Corporation (REI, Berkshire Hathaway Inc. New, CSX Corporation, Hartford Financial Services Gro, O'Reilly Automotive, Inc., and 1 more
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 |
|---|---|---|---|
|
Q2 2014
|
AAPL
Apple Inc.
|
Buy |
+546,209
|
|
Q2 2014
|
AMT
American Tower Corporation (REI
|
Sell |
-2,525
|
|
Q2 2014
|
ANSS
ANSYS, Inc.
|
Buy |
+5,500
|
|
Q2 2014
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-1,408
|
|
Q2 2014
|
CSX
CSX Corporation
|
Sell |
-7,018
|
|
Q2 2014
|
DHR
Danaher Corporation
|
Buy |
+1,200,000
|
|
Q2 2014
|
DLTR
Dollar Tree, Inc.
|
Buy |
+499,400
|
|
Q2 2014
|
FDS
FactSet Research Systems Inc.
|
Sell - Position Exit |
-130,000
|
|
Q2 2014
|
G3075P101
Enstar Group
|
Buy |
+94
|
|
Q2 2014
|
HIG
Hartford Financial Services Gro
|
Sell |
-2,892
|
|
Q2 2014
|
KMX
CarMax Inc
|
Buy |
+400,000
|
|
Q2 2014
|
MA
Mastercard Incorporated
|
Buy |
+315,265
|
|
Q2 2014
|
MKL
Markel Group Inc.
|
Buy |
+112,266
|
|
Q2 2014
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-615
|
|
Q2 2014
|
ROP
Roper Technologies, Inc.
|
Buy |
+602,900
|
|
Q2 2014
|
ROST
Ross Stores, Inc.
|
Sell - Position Exit |
-1,631,038
|
|
Q2 2014
|
WMB
Williams Companies, Inc. (The)
|
Sell |
-650
|
|
Q2 2014
|
XOM
Exxon Mobil Corporation
|
Sell - Position Exit |
-4,446
|