Chuck Akre - Akre Capital Management
As of Q2 2026, Chuck Akre reported 19 long-equity positions worth $5.11B in aggregate.
It also disclosed $15.67M of call notional. Notional is the contracts’ face value, not the premium paid, so it is reported separately from the equity above — see the Options section below.
Copy-investor backtest
- Latest quarter
- +10.89%
- 1-year
- -10.67%
- 3-year
- +31.96%
- 5-year
- +23.11%
- 3-year vs S&P 500
- -42.24%
- 5-year vs S&P 500
- -50.98%
- 5-year top 5
- +39.36%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Live quotes available for 19 of 20 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INCORPORATED | 20.01% | Reduce -12.8% | 1,989,906 | $1.02B | $513.60 | |
| 2 | MCO | MOODYS CORP | 10.26% | Reduce -7.2% | 1,156,893 | $523.98M | $452.92 | |
| 3 | BN | BROOKFIELD CORP | 10.11% | Reduce -28.8% | 12,119,927 | $516.19M | $42.59 | |
| 4 | KKR | KKR & CO L P DEL | 8.95% | Reduce -25.9% | 4,981,486 | $457.2M | $91.78 | |
| 5 | FICO | FAIR ISAAC CORP | 8.47% | Reduce -0.5% | 361,826 | $432.3M | $1194.78 | |
| 6 | ROP | ROPER TECHNOLOGIES INC | 7.80% | Reduce -6.4% | 1,176,562 | $398.14M | $338.39 | |
| 7 | V | VISA INC | 7.46% | Reduce -32.2% | 1,110,881 | $381.13M | $343.09 | |
| 8 | CSGP | COSTAR GROUP INC | 6.49% | Add +13.1% | 11,699,396 | $331.33M | $28.32 | |
| 9 | CPRT | COPART INC | 4.41% | Reduce -0.2% | 7,985,808 | $225.12M | $28.19 | |
| 10 | ORLY | OREILLY AUTOMOTIVE INC | 3.90% | Reduce -44.4% | 2,161,818 | $199.08M | $92.09 | |
| 11 | ABNB | AIRBNB INC | 3.32% | Reduce -41.8% | 1,183,749 | $169.39M | $143.10 | |
| 12 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 3.02% | Reduce -5.3% | 29,858,935 | $154.07M | No quote | No quote |
| 13 | NOW | SERVICENOW INC | 2.42% | Add +13.7% | 1,246,099 | $123.71M | $99.28 | |
| 14 | CRM | SALESFORCE INC | 2.20% | - | 717,799 | $112.45M | $156.66 | |
| 15 | GSHD | GOOSEHEAD INS INC | 0.42% | - | 443,385 | $21.5M | $48.50 | |
| 16 | SOPH | SOPHIA GENETICS SA | 0.42% | - | 3,719,140 | $21.46M | $5.77 | |
| 17 | PRM | PERIMETER SOLUTIONS INC | 0.17% | - | 250,000 | $8.91M | $35.65 | |
| 18 | AMT | AMERICAN TOWER CORP NEW | 0.09% | Reduce -42.4% | 29,254 | $4.79M | $163.57 | |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.08% | Reduce -20.8% | 8,184 | $4.1M | $500.39 |
Options positions
Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.
| 1 | CRM | SALESFORCE INCCOM | CALL | - | 100,000 | $15.67M |