Chuck Akre - Akre Capital Management 13F Activity & Position Changes (Q2 2023)

As of Jun 30, 2023, the Akre Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 11, 2023. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2023, the filing reported:

New Buys - None reported

Increases - Brookfield Corporation, Danaher Corporation, KKR & Co. Inc.

Reductions - Adobe Inc., American Tower Corporation (REI, DigitalBridge Group, Inc., CarMax Inc, Moody's Corporation, and 1 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2023	ADBE Adobe Inc.	Adobe Inc.	Sell	-135,000	-11.3%	$520.32M	1,064,081
Q2 2023	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-253,751	-3.6%	$1.31B	6,744,947
Q2 2023	BN Brookfield Corporation	Brookfield Corporation	Buy	+117,559	+0.6%	$615.94M	18,304,313
Q2 2023	DBRG DigitalBridge Group, Inc.	DigitalBridge Group, Inc.	Sell	-113,904	-2.2%	$73.85M	5,020,631
Q2 2023	DHR Danaher Corporation	Danaher Corporation	Buy	+2,100	+0.1%	$429.67M	1,790,300
Q2 2023	KKR KKR & Co. Inc.	KKR & Co. Inc.	Buy	+57,500	+0.4%	$853.10M	15,233,868
Q2 2023	KMX CarMax Inc	CarMax Inc	Sell	-247,660	-8.0%	$238.61M	2,850,806
Q2 2023	MCO Moody's Corporation	Moody's Corporation	Sell	-422,562	-7.4%	$1.84B	5,281,223
Q2 2023	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell	-68,415	-5.8%	$1.06B	1,113,753