Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q3 2024)
As of Sep 30, 2024, the Akre Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 13, 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
|