Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q2 2018)
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, 2018. 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
|