Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q4 2024)

According to the SEC 13F filed on Feb 13, 2025, the Akre Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2024. 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 2024, the filing reported:

New Buys - None reported

Increases - Brookfield Corporation, CoStar Group, Inc.

Reductions - American Tower Corporation (REI, DigitalBridge Group, Inc., KKR & Co. Inc., CarMax Inc, Mastercard Incorporated, and 4 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	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2024	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-549,119	-9.1%	$1.01B	5,503,413
Q4 2024	BN Brookfield Corporation	Brookfield Corporation	Buy	+30,748	+0.2%	$1.09B	18,969,179
Q4 2024	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+379,787	+4.3%	$666.78M	9,313,880
Q4 2024	DBRG DigitalBridge Group, Inc.	DigitalBridge Group, Inc.	Sell	-550,346	-41.8%	$8.63M	764,730
Q4 2024	KKR KKR & Co. Inc.	KKR & Co. Inc.	Sell	-1,110,272	-9.7%	$1.52B	10,283,564
Q4 2024	KMX CarMax Inc	CarMax Inc	Sell	-629,714	-48.5%	$54.57M	667,437
Q4 2024	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-216,853	-5.5%	$1.95B	3,703,739
Q4 2024	MCO Moody's Corporation	Moody's Corporation	Sell	-283,953	-8.4%	$1.46B	3,078,927
Q4 2024	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell	-23,785	-2.6%	$1.06B	895,280
Q4 2024	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Sell	-17,500	-1.2%	$770.38M	1,481,929
Q4 2024	VRSK Verisk Analytics, Inc.	Verisk Analytics, Inc.	Sell	-1,077	-8.7%	$3.11M	11,301