Below is a spreadsheet that highlights the changes to Charles Akre's
Akre Capital Management US long stock portfolio as of Q2 2013. Please check out our previous update to have an idea on how the portfolio is progressing:
Akre established a 2.28% position in Live Nation Entertainment (LYV) this quarter. Other significant moves include a ~140% stake increase in Colfax Corporation (CFX) and a stake doubling in Directv (DTV). The positions now account for over 9% of the US long portfolio each.
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .
Akre established a 2.28% position in Live Nation Entertainment (LYV) this quarter. Other significant moves include a ~140% stake increase in Colfax Corporation (CFX) and a stake doubling in Directv (DTV). The positions now account for over 9% of the US long portfolio each.
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .
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