V - Tracking Charles Akre's Akre Capital Management Portfolio - Q2 2020 Update
This article is part of a series that provides an ongoing analysis of the changes made to Akre Capital Management’s 13F portfolio on a quarterly basis. It is based on Akre’s regulatory 13F Form filed on 08/11/2020. Please visit our Tracking Charles Akre’s Akre Capital Management Portfolio series to get an idea of their investment philosophy and our last update for their moves in Q1 2020.
This quarter, Akre’s 13F portfolio value increased ~29% from $10.29B to $13.27B. The number of positions remained steady at 28. The largest five stakes are American Tower (AMT), Mastercard