Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q3 2015)
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, 2015. 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 2015, the filing reported:
New Buys - None reported
Increases - American Tower Corporation (REI, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Dollar Tree, Inc., Enstar Group, and 6 more
Reductions - Lamar Advertising Company, LPL Financial Holdings Inc., Markel Group Inc., O'Reilly Automotive, Inc.
Complete Exits - Williams Companies, Inc. (The)
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 2015
|
AMT
American Tower Corporation (REI
|
Buy |
+1,029,479
|
|
Q3 2015
|
BRK-A
Berkshire Hathaway Inc.
|
Buy |
+10
|
|
Q3 2015
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+96,589
|
|
Q3 2015
|
DLTR
Dollar Tree, Inc.
|
Buy |
+596,770
|
|
Q3 2015
|
G3075P101
Enstar Group
|
Buy |
+479,647
|
|
Q3 2015
|
KMX
CarMax Inc
|
Buy |
+1,073,660
|
|
Q3 2015
|
LAMR
Lamar Advertising Company
|
Sell |
-12,100
|
|
Q3 2015
|
LKQ
LKQ Corporation
|
Buy |
+1,875,000
|
|
Q3 2015
|
LPLA
LPL Financial Holdings Inc.
|
Sell |
-568,089
|
|
Q3 2015
|
MA
Mastercard Incorporated
|
Buy |
+376,339
|
|
Q3 2015
|
MCO
Moody's Corporation
|
Buy |
+42,489
|
|
Q3 2015
|
MKL
Markel Group Inc.
|
Sell |
-1,307
|
|
Q3 2015
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-2,388
|
|
Q3 2015
|
ROP
Roper Technologies, Inc.
|
Buy |
+73,502
|
|
Q3 2015
|
VRSK
Verisk Analytics, Inc.
|
Buy |
+153,703
|
|
Q3 2015
|
WMB
Williams Companies, Inc. (The)
|
Sell - Position Exit |
-16,140
|