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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

19 changes from Chuck Akre (Akre Capital Management), filed 2024-11-13 for period end 2024-09-30.

$12.0B portfolio value
StockActionChangeCurrentPortfolio Impact
11271J107
BROOKFIELD CORP
Increased$239.5M$1.0B1.99%
03027X100
AMERICAN TOWER CORP NEW
Increased$215.2M$1.4B1.79%
9066101
AIRBNB INC
Increased$194.1M$336.0M1.61%
615369105
MOODYS CORP
Reduced-$180.8M$1.6B1.50%
57636Q104
MASTERCARD INCORPORATED
Increased$154.0M$1.9B1.28%
78410G104
SBA COMMUNICATIONS CORP NEW
Sold out-$98.2M$00.82%
143130102
CARMAX INC
Reduced-$57.0M$100.4M0.47%
235851102
DANAHER CORPORATION
Increased$50.0M$493.6M0.42%
67103H107
OREILLY AUTOMOTIVE INC
Increased$48.7M$1.1B0.41%
48251W104
KKR & CO L P DEL
Increased$47.1M$1.5B0.39%
92826C839
VISA INC
Increased$40.8M$899.6M0.34%
776696106
ROPER TECHNOLOGIES INC
Reduced-$35.8M$834.3M0.30%
25401T603
DIGITALBRIDGE GROUP INC
Reduced-$31.3M$18.6M0.26%
12510Q100
CCC INTELLIGENT SOLUTIONS HL
Increased$31.2M$118.0M0.26%
22160N109
COSTAR GROUP INC
Increased$23.7M$674.0M0.20%
38267D109
GOOSEHEAD INS INC
Increased$11.7M$32.7M0.10%
92345Y106
VERISK ANALYTICS INC
Reduced-$1.0M$3.3M0.01%
H82027105
SOPHIA GENETICS SA
Reduced-$628,689$8.2M0.01%
84670702
BERKSHIRE HATHAWAY INC DEL
Increased$563,925$7.0M0.00%

Evidence

Related Cards

JR
Increased922908363

Julian Robertson

Julian Robertson (Tiger Management) filed a 13F change in VANGUARD INDEX FDS (922908363) on 2024-11-13, covering period end 2024-09-30.

MP
Increased20854L108

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in CONSOL ENERGY INC NEW (20854L108) on 2024-11-13, covering period end 2024-09-30.

MP
Reduced03940R107

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in ARCH RESOURCES INC (03940R107) on 2024-11-13, covering period end 2024-09-30.

Chuck Akre (Akre Capital Management) disclosed increased in KKR & CO L P DEL | TradingNote AI