Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q4 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 Dec 31, 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 Q4 2015, the filing reported:
New Buys - Duluth Holdings Inc.
Increases - American Tower Corporation (REI, Dollar Tree, Inc., Enstar Group, CarMax Inc, LKQ Corporation, and 5 more
Complete Exits - LPL Financial Holdings Inc., Live Nation Entertainment, Inc.
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 2015
|
AMT
American Tower Corporation (REI
|
Buy |
+5,523
|
|
Q4 2015
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-1
|
|
Q4 2015
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-24,964
|
|
Q4 2015
|
DLTH
Duluth Holdings Inc.
|
Buy - Position Entry |
+350,000
|
|
Q4 2015
|
DLTR
Dollar Tree, Inc.
|
Buy |
+36,184
|
|
Q4 2015
|
G3075P101
Enstar Group
|
Buy |
+126,725
|
|
Q4 2015
|
KMX
CarMax Inc
|
Buy |
+643,699
|
|
Q4 2015
|
LKQ
LKQ Corporation
|
Buy |
+598,100
|
|
Q4 2015
|
LPLA
LPL Financial Holdings Inc.
|
Sell - Position Exit |
-750,500
|
|
Q4 2015
|
LYV
Live Nation Entertainment, Inc.
|
Sell - Position Exit |
-6,260,154
|
|
Q4 2015
|
MA
Mastercard Incorporated
|
Buy |
+3,899
|
|
Q4 2015
|
MCO
Moody's Corporation
|
Buy |
+53,819
|
|
Q4 2015
|
MKL
Markel Group Inc.
|
Buy |
+153
|
|
Q4 2015
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-29
|
|
Q4 2015
|
ROP
Roper Technologies, Inc.
|
Buy |
+882
|
|
Q4 2015
|
VRSK
Verisk Analytics, Inc.
|
Buy |
+440,651
|