Skip to content
Guess what? Valuesider just got better: smarter and more intuitive.
User

Chuck Akre

Akre Capital Management

Akre Capital Management Portfolio 13F

Chuck Akre Holdings Activity

Portfolio value:
$2.21B≈
# of changes:
37
New positions:
37
Reported for:
30 Jun 2013 (Q2)
Latest filing date:
14 Aug 2013
Akre Capital Management has disclosed a total of 37 changes to the portfolio in the (2013 Q2) SEC report(s): bought 37 totally new position(s).

What stocks did Chuck Akre buy in 2013 Q2?

During 2013 Q2 Chuck Akre has bought 37 securities out of which top 5 purchases (by % change to portfolio) were (MA) Mastercard Inc (new buy), (MCO) Moodys Corp (new buy), (ENOV) Enovis Corp (new buy), (A309PS) DIRECTV (new buy) and (AMT) American Tower Corp (new buy).

What did Chuck Akre invest in during 2013 Q2?

Chuck Akre's top 5 holdings (by % of portfolio) were (MA) Mastercard Inc (10.29%), (MCO) Moodys Corp (9.59%), (ENOV) Enovis Corp (9.19%), (A309PS) DIRECTV (9.09%) and (AMT) American Tower Corp (6.32%).
In the 2013 Q2 report(s) the following changes have been made to the top investments: (MA) Mastercard Inc (new buy), (MCO) Moodys Corp (new buy), (ENOV) Enovis Corp (new buy), (A309PS) DIRECTV (new buy) and (AMT) American Tower Corp (new buy).
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.