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

According to the SEC 13F filed on Aug 11, 2023, the Akre Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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