Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q4 2019)

As of Dec 31, 2019, 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 2019, the filing reported:

New Buys - ANSYS, Inc., CoStar Group, Inc.

Increases - Alarm.com Holdings, Inc., Brookfield Asset Management Ltd., Goosehead Insurance, Inc., CarMax Inc, Ollie's Bargain Outlet Holdings

Reductions - American Tower Corporation (REI, Berkshire Hathaway Inc. New, Dollar Tree, Inc., Mastercard Incorporated, Moody's Corporation, and 4 more

Complete Exits - Boston Omaha Corporation, Enstar Group

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2019	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Buy	+239,662	+17.5%	$69.07K	1,607,502
Q4 2019	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-280	-0.0%	$1.65M	7,186,212
Q4 2019	ANSS ANSYS, Inc.	ANSYS, Inc.	Buy - Position Entry	+163,740	-	$42.15K	163,740
Q4 2019	BAM Brookfield Asset Management Ltd.	Brookfield Asset Management Ltd.	Buy	+925,775	+17.4%	$361.25K	6,250,000
Q4 2019	BOC Boston Omaha Corporation	Boston Omaha Corporation	Sell - Position Exit	-21,483	-100.0%	$0.00	-
Q4 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-1,065	-0.4%	$64.63K	285,342
Q4 2019	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy - Position Entry	+250,000	-	$149.57K	250,000
Q4 2019	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Sell	-1,031	-0.0%	$478.23K	5,084,880
Q4 2019	G3075P101 Enstar Group	Enstar Group	Sell - Position Exit	-2,890	-100.0%	$0.00	-
Q4 2019	GSHD Goosehead Insurance, Inc.	Goosehead Insurance, Inc.	Buy	+70,678	+69.6%	$7.30K	172,168
Q4 2019	KMX CarMax Inc	CarMax Inc	Buy	+462,300	+7.4%	$591.57K	6,747,651
Q4 2019	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-295	-0.0%	$1.59M	5,326,849
Q4 2019	MCO Moody's Corporation	Moody's Corporation	Sell	-160	-0.0%	$1.35M	5,681,643
Q4 2019	MKL Markel Group Inc.	Markel Group Inc.	Sell	-201	-0.0%	$586.18K	512,764
Q4 2019	OLLI Ollie's Bargain Outlet Holdings	Ollie's Bargain Outlet Holdings	Buy	+6,437	+6.4%	$6.95K	106,437
Q4 2019	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell	-148	-0.0%	$826.96K	1,886,926
Q4 2019	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Sell	-70	-0.0%	$555.12K	1,567,132
Q4 2019	VRSK Verisk Analytics, Inc.	Verisk Analytics, Inc.	Sell	-60	-0.0%	$379.94K	2,544,142