Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q3 2014)
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 Sep 30, 2014. 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 Q3 2014, the filing reported:
New Buys - None reported
Increases - Apple Inc., Danaher Corporation, Dollar Tree, Inc., CarMax Inc, Markel Group Inc., and 2 more
Reductions - American Tower Corporation (REI, Berkshire Hathaway Inc. New, Enstar Group, Hartford Financial Services Gro, Mastercard Incorporated, and 2 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 |
|---|---|---|---|
|
Q3 2014
|
AAPL
Apple Inc.
|
Buy |
+100
|
|
Q3 2014
|
AMT
American Tower Corporation (REI
|
Sell |
-7,225
|
|
Q3 2014
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-2,431
|
|
Q3 2014
|
DHR
Danaher Corporation
|
Buy |
+400,000
|
|
Q3 2014
|
DLTR
Dollar Tree, Inc.
|
Buy |
+2,175
|
|
Q3 2014
|
G3075P101
Enstar Group
|
Sell |
-3,236
|
|
Q3 2014
|
HIG
Hartford Financial Services Gro
|
Sell |
-8,881
|
|
Q3 2014
|
KMX
CarMax Inc
|
Buy |
+595,000
|
|
Q3 2014
|
MA
Mastercard Incorporated
|
Sell |
-5,615
|
|
Q3 2014
|
MCO
Moody's Corporation
|
Sell |
-1,585
|
|
Q3 2014
|
MKL
Markel Group Inc.
|
Buy |
+15,571
|
|
Q3 2014
|
MNRO
Monro, Inc.
|
Buy |
+760,000
|
|
Q3 2014
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-3,669
|
|
Q3 2014
|
ROP
Roper Technologies, Inc.
|
Buy |
+406,500
|