Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q2 2015)
As of Jun 30, 2015, 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 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
|