Buy/Sell Activity

Chuck Akre - Akre Capital Management

Stock Activity Share change % change to portfolio
Q1  2016
hist KMX - CarMax Inc. Add 26.36% 900,962 0.98
hist ESGR - Enstar Group Ltd. Add 23.52% 276,697 0.96
hist MCO - Moody's Corp. Add 9.78% 357,910 0.74
hist LKQ - LKQ Corp. Add 7.15% 226,900 0.15
hist CFX - Colfax Corp. Add 3.75% 275,770 0.17
hist SBAC - SBA Communications Corp. Add 3.61% 65,000 0.14
hist VRSK - Verisk Analytics Inc. Add 0.19% 4,865 0.01
hist BRK.B - Berkshire Hathaway CL B Add 0.18% 702 0.00
hist V - Visa Inc. Add 0.17% 3,840 0.01
hist MA - Mastercard Inc. Add 0.10% 4,478 0.01
hist DLTR - Dollar Tree Inc. Add 0.10% 4,176 0.01
hist AMT - American Tower Corp. Add 0.07% 4,359 0.01
hist MKL - Markel Corp. Add 0.03% 178 0.00
hist ORLY - O'Reilly Automotive Reduce 0.00% 5 0.00
hist ROP - Roper Industries Reduce 2.83% 38,192 0.15
hist CSX - CSX Corp. Reduce 4.70% 1,914 0.00
hist LAMR - Lamar Advertising Co. Reduce 5.46% 3,003 0.00
Q4  2015
hist SBAC - SBA Communications Corp. Add 33.33% 450,000 1.07
hist LKQ - LKQ Corp. Add 23.23% 598,100 0.40
hist KMX - CarMax Inc. Add 23.21% 643,699 0.78
hist VRSK - Verisk Analytics Inc. Add 20.58% 440,651 0.76
hist ESGR - Enstar Group Ltd. Add 12.07% 126,725 0.43
hist CFX - Colfax Corp. Add 4.47% 314,199 0.17
hist MCO - Moody's Corp. Add 1.49% 53,819 0.12
hist DLTR - Dollar Tree Inc. Add 0.87% 36,184 0.06
hist AMT - American Tower Corp. Add 0.09% 5,523 0.01
hist MA - Mastercard Inc. Add 0.08% 3,899 0.01
hist ROP - Roper Industries Add 0.07% 882 0.00
hist MKL - Markel Corp. Add 0.03% 153 0.00
hist DLTH - Duluth Holdings Inc. Buy 350,000 0.12
hist ORLY - O'Reilly Automotive Reduce 0.00% 29 0.00
hist BRK.A - Berkshire Hathaway CL A Reduce 1.89% 1 0.00
hist PRMW - Primo Water Corp. Reduce 2.74% 47,300 0.01
hist BRK.B - Berkshire Hathaway CL B Reduce 6.07% 24,964 0.07
hist AMTD - TD Ameritrade Holding Corp. Reduce 8.02% 258,900 0.20
hist AIG.WS - American Intl. Grp. WTS Reduce 71.11% 362,505 0.20
hist LYV - Live Nation Inc. Sell 100.00% 6,260,154 3.54
hist LPLA - LPL Investment Holdings Inc. Sell 100.00% 750,500 0.70
Q3  2015
hist LKQ - LKQ Corp. Add 267.86% 1,875,000 1.25
hist AIG.WS - American Intl. Grp. WTS Add 239.87% 359,800 0.19