Tracking Charles Akre's Akre Capital Management Portfolio - Q3 2012 Update

Below is a spreadsheet that highlights the changes to Charles Akre's Akre Capital Management US long stock portfolio as of Q3 2012:


 Chuck Akre has a long-term, concentrated value investment philosophy. As such large-scale changes to the portfolio are a rarity at Akre Capital Management. For Q3 2012, there were minor adjustments to several positions. Also, no positions were eliminated and three new positions were established - Colfax (CFX), a 0.60% position, Monro Muffler Brake (MNRO) a 1.10% position, and Verisk Analytics (VRSK), a 2.52% position.

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