Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q2 2020)
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, 2020. 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 2020, the filing reported:
New Buys - None reported
Increases - Alarm.com Holdings, Inc., ANSYS, Inc., Brookfield Asset Management Ltd., CoStar Group, Inc., Goosehead Insurance, Inc., and 4 more
Reductions - American Tower Corporation (REI, Berkshire Hathaway Inc. New, Dollar Tree, Inc., CarMax Inc, Moody's Corporation, 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 2020
|
ALRM
Alarm.com Holdings, Inc.
|
Buy |
+13,400
|
|
Q2 2020
|
AMT
American Tower Corporation (REI
|
Sell |
-3,690
|
|
Q2 2020
|
ANSS
ANSYS, Inc.
|
Buy |
+141,108
|
|
Q2 2020
|
BAM
Brookfield Asset Management Ltd.
|
Buy |
+4,308,025
|
|
Q2 2020
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-710
|
|
Q2 2020
|
CSGP
CoStar Group, Inc.
|
Buy |
+517,041
|
|
Q2 2020
|
DLTR
Dollar Tree, Inc.
|
Sell |
-2,644
|
|
Q2 2020
|
GSHD
Goosehead Insurance, Inc.
|
Buy |
+16,504
|
|
Q2 2020
|
KKR
KKR & Co. Inc.
|
Buy |
+534,321
|
|
Q2 2020
|
KMX
CarMax Inc
|
Sell |
-36,345
|
|
Q2 2020
|
LYV
Live Nation Entertainment, Inc.
|
Buy |
+106,400
|
|
Q2 2020
|
MA
Mastercard Incorporated
|
Buy |
+97,575
|
|
Q2 2020
|
MCO
Moody's Corporation
|
Sell |
-1,997
|
|
Q2 2020
|
MKL
Markel Group Inc.
|
Sell |
-7,003
|
|
Q2 2020
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-1,075
|
|
Q2 2020
|
PRMW
Primo Water Corporation
|
Sell |
-492,200
|
|
Q2 2020
|
ROP
Roper Technologies, Inc.
|
Buy |
+29,644
|
|
Q2 2020
|
VRSK
Verisk Analytics, Inc.
|
Sell |
-999
|