Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q4 2018)
As of Dec 31, 2018, 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 2018, the filing reported:
New Buys - Goosehead Insurance, Inc.
Reductions - American Tower Corporation (REI, Boston Omaha Corporation, Berkshire Hathaway Inc. New, Dollar Tree, Inc., Enstar Group, and 3 more
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 2018
|
AMT
American Tower Corporation (REI
|
Sell |
-620
|
|
Q4 2018
|
BOC
Boston Omaha Corporation
|
Sell |
-21,438
|
|
Q4 2018
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-30
|
|
Q4 2018
|
DLTR
Dollar Tree, Inc.
|
Sell |
-100
|
|
Q4 2018
|
G3075P101
Enstar Group
|
Sell |
-275,498
|
|
Q4 2018
|
GSHD
Goosehead Insurance, Inc.
|
Buy - Position Entry |
+11,831
|
|
Q4 2018
|
KKR
KKR & Co. Inc.
|
Buy |
+2,652,100
|
|
Q4 2018
|
KMX
CarMax Inc
|
Buy |
+522,690
|
|
Q4 2018
|
MA
Mastercard Incorporated
|
Sell |
-150
|
|
Q4 2018
|
MCO
Moody's Corporation
|
Buy |
+150
|
|
Q4 2018
|
MKL
Markel Group Inc.
|
Sell |
-20
|
|
Q4 2018
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-142
|
|
Q4 2018
|
ROP
Roper Technologies, Inc.
|
Buy |
+7,970
|