Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q4 2015)
As of Dec 31, 2015, 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 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
|