Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q4 2017)
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, 2017. 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
|