Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q4 2020)
As of Dec 31, 2020, the Akre Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 10, 2021. 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 Ltd., 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 Ltd.
|
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
|