Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q2 2015)
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, 2015. 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 2015, the filing reported:
New Buys - Alarm.com Holdings, Inc., LKQ Corporation
Increases - American Tower Corporation (REI, Berkshire Hathaway Inc. New, CSX Corporation, Dollar Tree, Inc., Enstar Group, and 7 more
Reductions - Berkshire Hathaway Inc., LPL Financial Holdings Inc.
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 |
|---|---|---|---|
|
Q2 2015
|
ALRM
Alarm.com Holdings, Inc.
|
Buy - Position Entry |
+400,000
|
|
Q2 2015
|
AMT
American Tower Corporation (REI
|
Buy |
+1,221,461
|
|
Q2 2015
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-10
|
|
Q2 2015
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+5,580
|
|
Q2 2015
|
CSX
CSX Corporation
|
Buy |
+10,750
|
|
Q2 2015
|
DLTR
Dollar Tree, Inc.
|
Buy |
+9,148
|
|
Q2 2015
|
G3075P101
Enstar Group
|
Buy |
+19,053
|
|
Q2 2015
|
LKQ
LKQ Corporation
|
Buy - Position Entry |
+700,000
|
|
Q2 2015
|
LPLA
LPL Financial Holdings Inc.
|
Sell |
-146,596
|
|
Q2 2015
|
MA
Mastercard Incorporated
|
Buy |
+10,968
|
|
Q2 2015
|
MCO
Moody's Corporation
|
Buy |
+8,646
|
|
Q2 2015
|
MKL
Markel Group Inc.
|
Buy |
+1,294
|
|
Q2 2015
|
MNRO
Monro, Inc.
|
Buy |
+2,927
|
|
Q2 2015
|
ORLY
O'Reilly Automotive, Inc.
|
Buy |
+10,864
|
|
Q2 2015
|
ROP
Roper Technologies, Inc.
|
Buy |
+56,188
|
|
Q2 2015
|
VRSK
Verisk Analytics, Inc.
|
Buy |
+993,730
|