Below is a spreadsheet that highlights the changes to Charles Akre's
Akre Capital Management US long stock portfolio as of Q3 2013. Please check out our previous update to have an idea on how the portfolio is progressing:
Significant activity in the quarter include: increasing American Tower (AMT) by ~50% to a large 9.49% allocation, decreasing Directv (DTV) by ~50% to a 4.60% allocation, and increasing Markel (MKL) position by ~42% to an 8.17% allocation.
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 .
Significant activity in the quarter include: increasing American Tower (AMT) by ~50% to a large 9.49% allocation, decreasing Directv (DTV) by ~50% to a 4.60% allocation, and increasing Markel (MKL) position by ~42% to an 8.17% allocation.
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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