Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q4 2020)
According to the SEC 13F filed on Feb 10, 2021, the Akre Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2020. 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 2020, the filing reported:
New Buys - None reported
Increases - American Tower Corporation (REI, CoStar Group, Inc.
Reductions - Brookfield Asset Management Inc, Dollar Tree, Inc., KKR & Co. Inc., CarMax Inc, Mastercard Incorporated, and 6 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 2020
|
AMT
American Tower Corporation (REI
|
Buy |
+97,189
|
|
Q4 2020
|
BAM
Brookfield Asset Management Inc
|
Sell |
-500,000
|
|
Q4 2020
|
CSGP
CoStar Group, Inc.
|
Buy |
+7,168
|
|
Q4 2020
|
DLTR
Dollar Tree, Inc.
|
Sell |
-2,069
|
|
Q4 2020
|
KKR
KKR & Co. Inc.
|
Sell |
-920
|
|
Q4 2020
|
KMX
CarMax Inc
|
Sell |
-905
|
|
Q4 2020
|
MA
Mastercard Incorporated
|
Sell |
-1,347
|
|
Q4 2020
|
MCO
Moody's Corporation
|
Sell |
-1,644
|
|
Q4 2020
|
MKL
Markel Group Inc.
|
Sell |
-163,630
|
|
Q4 2020
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-764
|
|
Q4 2020
|
PRMW
Primo Water Corporation
|
Sell |
-532,700
|
|
Q4 2020
|
ROP
Roper Technologies, Inc.
|
Sell |
-638
|
|
Q4 2020
|
V
Visa Inc.
|
Sell |
-812
|