Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q4 2013)
As of Dec 31, 2013, 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 Q4 2013, the filing reported:
New Buys - Danaher Corporation, CarMax Inc
Increases - Apple Inc., American Tower Corporation (REI, Berkshire Hathaway Inc. New, Dollar Tree, Inc., LPL Financial Holdings Inc., and 3 more
Reductions - CSX Corporation, Hartford Financial Services Gro, Mastercard Incorporated, Moody's Corporation, O'Reilly Automotive, Inc.
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 |
|---|---|---|---|
|
Q4 2013
|
AAPL
Apple Inc.
|
Buy |
+25
|
|
Q4 2013
|
AMT
American Tower Corporation (REI
|
Buy |
+497,640
|
|
Q4 2013
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+40
|
|
Q4 2013
|
CSX
CSX Corporation
|
Sell |
-1,144
|
|
Q4 2013
|
DHR
Danaher Corporation
|
Buy - Position Entry |
+280,000
|
|
Q4 2013
|
DLTR
Dollar Tree, Inc.
|
Buy |
+499,420
|
|
Q4 2013
|
HIG
Hartford Financial Services Gro
|
Sell |
-729
|
|
Q4 2013
|
KMX
CarMax Inc
|
Buy - Position Entry |
+100,000
|
|
Q4 2013
|
LPLA
LPL Financial Holdings Inc.
|
Buy |
+15,000
|
|
Q4 2013
|
LYV
Live Nation Entertainment, Inc.
|
Buy |
+1,308,300
|
|
Q4 2013
|
MA
Mastercard Incorporated
|
Sell |
-120
|
|
Q4 2013
|
MCO
Moody's Corporation
|
Sell |
-570
|
|
Q4 2013
|
MKL
Markel Group Inc.
|
Buy |
+31,754
|
|
Q4 2013
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-235
|
|
Q4 2013
|
ROST
Ross Stores, Inc.
|
Buy |
+278,925
|