Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q3 2024)
According to the SEC 13F filed on Nov 13, 2024, the Akre Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2024. 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 2024, the filing reported:
New Buys - None reported
Increases - Airbnb, Inc., Brookfield Corporation, CCC Intelligent Solutions Holdi, CoStar Group, Inc., Sophia Genetics
Reductions - American Tower Corporation (REI, Berkshire Hathaway Inc. New, DigitalBridge Group, Inc., KKR & Co. Inc., CarMax Inc, and 5 more
Complete Exits - SBA Communications Corporation
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 2024
|
ABNB
Airbnb, Inc.
|
Buy |
+1,713,522
|
|
Q3 2024
|
AMT
American Tower Corporation (REI
|
Sell |
-81,775
|
|
Q3 2024
|
BN
Brookfield Corporation
|
Buy |
+472,549
|
|
Q3 2024
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-621
|
|
Q3 2024
|
CCCS
CCC Intelligent Solutions Holdi
|
Buy |
+2,865,676
|
|
Q3 2024
|
CSGP
CoStar Group, Inc.
|
Buy |
+163,670
|
|
Q3 2024
|
DBRG
DigitalBridge Group, Inc.
|
Sell |
-2,328,018
|
|
Q3 2024
|
H82027105
Sophia Genetics
|
Buy |
+317,072
|
|
Q3 2024
|
KKR
KKR & Co. Inc.
|
Sell |
-2,295,980
|
|
Q3 2024
|
KMX
CarMax Inc
|
Sell |
-848,358
|
|
Q3 2024
|
MA
Mastercard Incorporated
|
Sell |
-118,757
|
|
Q3 2024
|
MCO
Moody's Corporation
|
Sell |
-858,224
|
|
Q3 2024
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-37,014
|
|
Q3 2024
|
ROP
Roper Technologies, Inc.
|
Sell |
-44,250
|
|
Q3 2024
|
SBAC
SBA Communications Corporation
|
Sell - Position Exit |
-500,000
|
|
Q3 2024
|
VRSK
Verisk Analytics, Inc.
|
Sell |
-3,691
|