Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q2 2014)
According to the SEC 13F filed on Aug 14, 2026, the Akre Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2014. 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
|