Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q4 2017)
As of Dec 31, 2017, 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 2017, the filing reported:
New Buys - None reported
Increases - Alarm.com Holdings, Inc., American Tower Corporation (REI, Berkshire Hathaway Inc. New, Dollar Tree, Inc., Enstar Group, and 5 more
Reductions - CarMax Inc, Verisk Analytics, Inc.
Complete Exits - CSX Corporation, Monro, 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 2017
|
ALRM
Alarm.com Holdings, Inc.
|
Buy |
+66,698
|
|
Q4 2017
|
AMT
American Tower Corporation (REI
|
Buy |
+1,660
|
|
Q4 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+734
|
|
Q4 2017
|
CSX
CSX Corporation
|
Sell - Position Exit |
-4,899
|
|
Q4 2017
|
DLTR
Dollar Tree, Inc.
|
Buy |
+2,825
|
|
Q4 2017
|
G3075P101
Enstar Group
|
Buy |
+1,696
|
|
Q4 2017
|
KMX
CarMax Inc
|
Sell |
-603
|
|
Q4 2017
|
MA
Mastercard Incorporated
|
Buy |
+3,973
|
|
Q4 2017
|
MCO
Moody's Corporation
|
Buy |
+2,681
|
|
Q4 2017
|
MKL
Markel Group Inc.
|
Buy |
+575
|
|
Q4 2017
|
MNRO
Monro, Inc.
|
Sell - Position Exit |
-1,600,000
|
|
Q4 2017
|
ORLY
O'Reilly Automotive, Inc.
|
Buy |
+969
|
|
Q4 2017
|
ROP
Roper Technologies, Inc.
|
Buy |
+1,075
|
|
Q4 2017
|
VRSK
Verisk Analytics, Inc.
|
Sell |
-881
|