Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q2 2016)
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, 2016. 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 2016, the filing reported:
New Buys - Fortive Corporation
Reductions - American Tower Corporation (REI, Berkshire Hathaway Inc. New, Dollar Tree, Inc., Enstar Group, Lamar Advertising Company, and 4 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 |
|---|---|---|---|
|
Q2 2016
|
AMT
American Tower Corporation (REI
|
Sell |
-10,849
|
|
Q2 2016
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-1,066
|
|
Q2 2016
|
DLTR
Dollar Tree, Inc.
|
Sell |
-1,831
|
|
Q2 2016
|
FTV
Fortive Corporation
|
Buy - Position Entry |
+750,000
|
|
Q2 2016
|
G3075P101
Enstar Group
|
Sell |
-1,961
|
|
Q2 2016
|
KMX
CarMax Inc
|
Buy |
+639,945
|
|
Q2 2016
|
LAMR
Lamar Advertising Company
|
Sell |
-2,700
|
|
Q2 2016
|
LKQ
LKQ Corporation
|
Buy |
+150,000
|
|
Q2 2016
|
MA
Mastercard Incorporated
|
Sell |
-4,873
|
|
Q2 2016
|
MCO
Moody's Corporation
|
Buy |
+23,408
|
|
Q2 2016
|
MKL
Markel Group Inc.
|
Sell |
-570
|
|
Q2 2016
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-671
|
|
Q2 2016
|
ROP
Roper Technologies, Inc.
|
Buy |
+249,415
|
|
Q2 2016
|
V
Visa Inc.
|
Buy |
+1,328,000
|
|
Q2 2016
|
VRSK
Verisk Analytics, Inc.
|
Sell |
-216
|