CA
Chuck Akre (Akre Capital Management) disclosed reduced in AMERICAN TOWER CORP NEW
Chuck Akre (Akre Capital Management) filed a 13F change in AMERICAN TOWER CORP NEW (03027X100) on 2025-05-13, covering period end 2025-03-31.
Action
Reduced
Capital
$563,408,179 current disclosed value
Institutional 13F Signals1 evidence source
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 2025-05-13 for period end 2025-03-31.
$10.4B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
48251W104 KKR & CO L P DEL | Reduced | -$498.2M | $1.0B | 4.79% |
03027X100 AMERICAN TOWER CORP NEW | Reduced | -$446.0M | $563.4M | 4.29% |
615369105 MOODYS CORP | Reduced | -$323.3M | $1.1B | 3.11% |
67103H107 OREILLY AUTOMOTIVE INC | Increased | $176.0M | $1.2B | 1.69% |
57636Q104 MASTERCARD INCORPORATED | Reduced | -$124.4M | $1.8B | 1.20% |
11271J107 BROOKFIELD CORP | Reduced | -$89.1M | $1.0B | 0.86% |
776696106 ROPER TECHNOLOGIES INC | Increased | $84.0M | $854.4M | 0.81% |
92826C839 VISA INC | Increased | $78.8M | $1.1B | 0.76% |
22160N109 COSTAR GROUP INC | Increased | $71.1M | $737.9M | 0.68% |
235851102 DANAHER CORPORATION | Reduced | -$43.6M | $364.0M | 0.42% |
143130102 CARMAX INC | Reduced | -$38.6M | $16.0M | 0.37% |
25401T603 DIGITALBRIDGE GROUP INC | Reduced | -$7.2M | $1.5M | 0.07% |
12510Q100 CCC INTELLIGENT SOLUTIONS HL | Reduced | -$6.2M | $119.1M | 0.06% |
38267D109 GOOSEHEAD INS INC | Increased | $4.0M | $43.2M | 0.04% |
84670702 BERKSHIRE HATHAWAY INC DEL | Increased | $1.2M | $8.1M | 0.01% |
H82027105 SOPHIA GENETICS SA | Increased | $559,376 | $7.4M | 0.01% |
9066101 AIRBNB INC | Increased | $394,993 | $348.6M | 0.00% |
92345Y106 VERISK ANALYTICS INC | Reduced | -$95,065 | $3.0M | 0.00% |