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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 0.12 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 $61.86 $16,327,000 SEC
2022   Q1 968,939 0.44 Reduce 51.03% 0.50 $66.46 $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 $86.38 $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 $55.25 $109,498,000 SEC
2020   Q2 1,784,870 0.87 Add 0.76% <0.01 $64.81 $115,677,000 SEC
2020   Q1 1,771,470 0.67 Add 10.20% 0.06 $38.91 $68,928,000 SEC
2019   Q4 1,607,502 0.63 Add 17.52% 0.09 $42.97 $69,074,000 SEC
2019   Q3 1,367,840 0.63 Add 127.68% 0.35 $46.64 $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 $40.38 $24,259,000 SEC
2018   Q1 483,487 0.26 Add 3.60% <0.01 $37.74 $18,247,000 SEC
2017   Q4 466,698 0.26 Add 16.67% 0.04 $37.75 $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