Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q2 2018)
As of Jun 30, 2018, 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 2018, the filing reported:
New Buys - None reported
Increases - Alarm.com Holdings, Inc., American Tower Corporation (REI, Dollar Tree, Inc., KKR & Co. Inc., CarMax Inc, and 3 more
Reductions - Berkshire Hathaway Inc. New, Diamond Hill Investment Group, , Enstar Group, Moody's Corporation, O'Reilly Automotive, Inc., and 1 more
Complete Exits - LKQ Corporation
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 2018
|
ALRM
Alarm.com Holdings, Inc.
|
Buy |
+117,283
|
|
Q2 2018
|
AMT
American Tower Corporation (REI
|
Buy |
+15,108
|
|
Q2 2018
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-1,137
|
|
Q2 2018
|
DHIL
Diamond Hill Investment Group,
|
Sell |
-79,652
|
|
Q2 2018
|
DLTR
Dollar Tree, Inc.
|
Buy |
+195,691
|
|
Q2 2018
|
G3075P101
Enstar Group
|
Sell |
-87,882
|
|
Q2 2018
|
KKR
KKR & Co. Inc.
|
Buy |
+5,200,000
|
|
Q2 2018
|
KMX
CarMax Inc
|
Buy |
+92,325
|
|
Q2 2018
|
LKQ
LKQ Corporation
|
Sell - Position Exit |
-3,150,000
|
|
Q2 2018
|
MA
Mastercard Incorporated
|
Buy |
+6,890
|
|
Q2 2018
|
MCO
Moody's Corporation
|
Sell |
-1,993
|
|
Q2 2018
|
MKL
Markel Group Inc.
|
Buy |
+147
|
|
Q2 2018
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-5,329
|
|
Q2 2018
|
ROP
Roper Technologies, Inc.
|
Buy |
+3,715
|
|
Q2 2018
|
VRSK
Verisk Analytics, Inc.
|
Sell |
-25,379
|