TNTradingNote AI
Back to daily briefing

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

18 changes from Chuck Akre (Akre Capital Management), filed 2025-02-13 for period end 2024-12-31.

$11.6B portfolio value
StockActionChangeCurrentPortfolio Impact
03027X100
AMERICAN TOWER CORP NEW
Reduced-$398.2M$1.0B3.44%
615369105
MOODYS CORP
Reduced-$138.5M$1.5B1.20%
92826C839
VISA INC
Increased$134.4M$1.0B1.16%
235851102
DANAHER CORPORATION
Reduced-$86.1M$407.5M0.74%
11271J107
BROOKFIELD CORP
Increased$83.2M$1.1B0.72%
776696106
ROPER TECHNOLOGIES INC
Reduced-$64.0M$770.4M0.55%
143130102
CARMAX INC
Reduced-$45.8M$54.6M0.40%
48251W104
KKR & CO L P DEL
Increased$33.2M$1.5B0.29%
57636Q104
MASTERCARD INCORPORATED
Increased$14.3M$2.0B0.12%
9066101
AIRBNB INC
Increased$12.2M$348.2M0.11%
25401T603
DIGITALBRIDGE GROUP INC
Reduced-$10.0M$8.6M0.09%
12510Q100
CCC INTELLIGENT SOLUTIONS HL
Increased$7.3M$125.3M0.06%
22160N109
COSTAR GROUP INC
Reduced-$7.2M$666.8M0.06%
38267D109
GOOSEHEAD INS INC
Increased$6.6M$39.3M0.06%
67103H107
OREILLY AUTOMOTIVE INC
Increased$3.2M$1.1B0.03%
H82027105
SOPHIA GENETICS SA
Reduced-$1.3M$6.9M0.01%
92345Y106
VERISK ANALYTICS INC
Reduced-$204,175$3.1M0.00%
84670702
BERKSHIRE HATHAWAY INC DEL
Reduced-$106,612$6.9M0.00%

Evidence

Related Cards

RD
Increased78462F103

Ray Dalio

Ray Dalio (Bridgewater Associates) filed a 13F change in SPDR S&P 500 ETF TR (78462F103) on 2025-02-13, covering period end 2024-12-31.

MP
Increased93627C101

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in WARRIOR MET COAL INC (93627C101) on 2025-02-13, covering period end 2024-12-31.

SK
ReducedG61188127

Seth Klarman

Seth Klarman (Baupost Group) filed a 13F change in LIBERTY GLOBAL LTD (G61188127) on 2025-02-13, covering period end 2024-12-31.

Chuck Akre (Akre Capital Management) disclosed reduced in ROPER TECHNOLOGIES INC | TradingNote AI