Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q3 2017)
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, 2017. 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 2017, the filing reported:
New Buys - None reported
Increases - O'Reilly Automotive, Inc.
Reductions - American Tower Corporation (REI, Berkshire Hathaway Inc. New, Dollar Tree, Inc., Enstar Group, CarMax Inc, and 7 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 2017
|
AMT
American Tower Corporation (REI
|
Sell |
-20,376
|
|
Q3 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-103,571
|
|
Q3 2017
|
DLTR
Dollar Tree, Inc.
|
Sell |
-6,478
|
|
Q3 2017
|
G3075P101
Enstar Group
|
Sell |
-11,964
|
|
Q3 2017
|
KMX
CarMax Inc
|
Sell |
-16,088
|
|
Q3 2017
|
LKQ
LKQ Corporation
|
Sell |
-400,000
|
|
Q3 2017
|
MA
Mastercard Incorporated
|
Sell |
-20,315
|
|
Q3 2017
|
MCO
Moody's Corporation
|
Sell |
-15,390
|
|
Q3 2017
|
MKL
Markel Group Inc.
|
Sell |
-2,765
|
|
Q3 2017
|
MNRO
Monro, Inc.
|
Sell |
-22,700
|
|
Q3 2017
|
ORLY
O'Reilly Automotive, Inc.
|
Buy |
+700,600
|
|
Q3 2017
|
ROP
Roper Technologies, Inc.
|
Sell |
-12,999
|
|
Q3 2017
|
VRSK
Verisk Analytics, Inc.
|
Sell |
-24,036
|