Tracking Charles Akre's Akre Capital Management Portfolio - Q4 2013 Update

Below is a spreadsheet that highlights the changes to Charles Akre's Akre Capital Management US long stock portfolio as of Q4 2013. Please check out our previous update to have an idea on how the portfolio is progressing:




Significant activity in the quarter include:
  1. Increasing large stakes in American Tower (AMT), Colfax Corporation (CFX), Dollar Tree (DLTR), Markel (MKL), and Ross Stores (ROST) substantially,
  2. Reducing a 4.34% of the portfolio position in Directv (DTV) by more than two-thirds to a 1.28% position, and
  3. Eliminating a 1.74% position in NuStar Energy (NS).

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