Akre Focus Fund-InstAKRIX

13F holders, Q2 2024 (June 30)
2holders +1
1new positions
0sold out
$63.02avg. 13F price*

At the end of Q2 2024, 2 institutions reported holding Akre Focus Fund-Inst (AKRIX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($262K) and Westside Investment Management, Inc. ($4K).

Company
Akre Focus Fund-Inst
CUSIP
742935125
Latest filing quarter
Q3 2025

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$262K
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 4,157 shares bought, net +4,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

ORG Partners LLC 0.03% New 4,157 $262K
Westside Investment Management, Inc. 0.00% No change 68 $4K

"% of holder's portfolio" is AKRIX's weight in each manager's 13F, not the share of Akre Focus Fund-Inst the manager owns.