Chuck Akre - Akre Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    19
Portfolio value:    $6,115,870,825
Holdings Activity Buys Sells    History
Holding/activity history for  Alarm Com Hldgs Inc (ALRM)
← All ALRM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 0.12 $46.96–58.65 · VW $51.27i SEC
2022   Q4 263,939 0.12 $49.48 $13,059,702 SEC
2022   Q3 263,939 0.15 $64.86 $17,119,000 SEC
2022   Q2 263,939 0.13 Reduce 72.76% 0.32 $54.99–68.24 · VW $61.94i $16,327,000 SEC
2022   Q1 968,939 0.44 Reduce 51.03% 0.50 $60.70–85.37 · VW $69.33i $64,396,000 SEC
2021   Q4 1,978,658 0.97 $84.81 $167,810,000 SEC
2021   Q3 1,978,658 0.95 $78.19 $154,711,000 SEC
2021   Q2 1,978,658 1.03 $84.70 $167,592,000 SEC
2021   Q1 1,978,658 1.16 Reduce 0.16% <0.01 $80.42–108.67 · VW $93.36i $170,916,000 SEC
2020   Q4 1,981,858 1.39 $103.45 $205,023,000 SEC
2020   Q3 1,981,858 0.77 Add 11.04% 0.08 $52.35–74.66 · VW $61.72i $109,498,000 SEC
2020   Q2 1,784,870 0.87 Add 0.76% <0.01 $35.50–65.04 · VW $50.91i $115,677,000 SEC
2020   Q1 1,771,470 0.67 Add 10.20% 0.06 $32.00–50.75 · VW $42.87i $68,928,000 SEC
2019   Q4 1,607,502 0.63 Add 17.52% 0.09 $41.06–52.33 · VW $45.41i $69,074,000 SEC
2019   Q3 1,367,840 0.63 Add 127.68% 0.35 $45.01–56.00 · VW $49.70i $63,796,000 SEC
2019   Q2 600,770 0.35 $53.50 $32,141,000 SEC
2019   Q1 600,770 0.43 $64.90 $38,990,000 SEC
2018   Q4 600,770 0.42 $51.87 $31,162,000 SEC
2018   Q3 600,770 0.42 $57.40 $34,484,000 SEC
2018   Q2 600,770 0.32 Add 24.26% 0.06 $36.28–46.20 · VW $41.21i $24,259,000 SEC
2018   Q1 483,487 0.26 Add 3.60% <0.01 $33.39–40.40 · VW $37.45i $18,247,000 SEC
2017   Q4 466,698 0.26 Add 16.67% 0.04 $35.80–49.49 · VW $41.28i $17,618,000 SEC
2017   Q3 400,000 0.28 $45.18 $18,072,000 SEC
2017   Q2 400,000 0.26 $37.63 $15,052,000 SEC
2017   Q1 400,000 0.22 $30.74 $12,296,000 SEC
2016   Q4 400,000 0.22 $27.83 $11,132,000 SEC
2016   Q3 400,000 0.24 $28.86 $11,544,000 SEC
2016   Q2 400,000 0.23 $25.63 $10,252,000 SEC
2016   Q1 400,000 0.22 $23.70 $9,480,000 SEC
2015   Q4 400,000 0.16 $16.68 $6,672,000 SEC
2015   Q3 400,000 0.12 $11.66 $4,664,000 SEC
2015   Q2 400,000 0.17 Buy 0.17 $15.38 $6,152,000 SEC