Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q3 2014)
As of Sep 30, 2014, 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 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
|