Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q4 2023)
According to the SEC 13F filed on Feb 09, 2024, the Akre Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2023. 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 2023, the filing reported:
New Buys - SBA Communications Corporation
Increases - American Tower Corporation (REI, CoStar Group, Inc.
Reductions - Brookfield Asset Management Ltd., Brookfield Corporation, Berkshire Hathaway Inc. New, DigitalBridge Group, Inc., Dollar Tree, Inc., and 8 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 2023
|
AMT
American Tower Corporation (REI
|
Buy |
+36,375
|
|
Q4 2023
|
BAM
Brookfield Asset Management Ltd.
|
Sell |
-7,906
|
|
Q4 2023
|
BN
Brookfield Corporation
|
Sell |
-91,160
|
|
Q4 2023
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-550
|
|
Q4 2023
|
CSGP
CoStar Group, Inc.
|
Buy |
+6,443
|
|
Q4 2023
|
DBRG
DigitalBridge Group, Inc.
|
Sell |
-45,410
|
|
Q4 2023
|
DLTR
Dollar Tree, Inc.
|
Sell |
-7,145
|
|
Q4 2023
|
KKR
KKR & Co. Inc.
|
Sell |
-262,388
|
|
Q4 2023
|
KMX
CarMax Inc
|
Sell |
-6,767
|
|
Q4 2023
|
MA
Mastercard Incorporated
|
Sell |
-788,927
|
|
Q4 2023
|
MCO
Moody's Corporation
|
Sell |
-317,706
|
|
Q4 2023
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-35,609
|
|
Q4 2023
|
ROP
Roper Technologies, Inc.
|
Sell |
-2,067
|
|
Q4 2023
|
SBAC
SBA Communications Corporation
|
Buy - Position Entry |
+180,629
|
|
Q4 2023
|
V
Visa Inc.
|
Sell |
-1,292,214
|
|
Q4 2023
|
VRSK
Verisk Analytics, Inc.
|
Sell |
-1,310
|