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

As of Dec 31, 2024, the Akre Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 13, 2025. 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