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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All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| BN | BROOKFIELD CORP | Reduce -28.8% | 10.11% | 12,119,927 | $516.19M | $42.59 | $39.66 - $48.60(33%)$40.74 -> $42.60 |
| V | VISA INC | Reduce -32.2% | 7.46% | 1,110,881 | $381.13M | $343.09 | $293.89 - $345.80(95%)$298.51 -> $343.09 |
| KKR | KKR & CO L P DEL | Reduce -25.9% | 8.95% | 4,981,486 | $457.2M | $91.78 | $87.50 - $107.65(21%)$91.36 -> $91.78 |
| ORLY | OREILLY AUTOMOTIVE INC | Reduce -44.4% | 3.90% | 2,161,818 | $199.08M | $92.09 | $84.76 - $100.63(46%)$92.10 -> $92.09 |
| MA | MASTERCARD INCORPORATED | Reduce -12.8% | 20.01% | 1,989,906 | $1.02B | $513.60 | $464.52 - $534.21(70%)$491.65 -> $513.60 |
| ABNB | AIRBNB INC | Reduce -41.8% | 3.32% | 1,183,749 | $169.39M | $143.10 | $121.51 - $150.19(75%)$125.19 -> $142.91 |
| MCO | MOODYS CORP | Reduce -7.2% | 10.26% | 1,156,893 | $523.98M | $452.92 | $424.40 - $482.54(49%)$438.78 -> $452.92 |
| CSGP | COSTAR GROUP INC | Add +13.1% | 6.49% | 11,699,396 | $331.33M | $28.32 | $28.18 - $41.29(1%)$39.63 -> $28.32 |
| ROP | ROPER TECHNOLOGIES INC | Reduce -6.4% | 7.80% | 1,176,562 | $398.14M | $338.39 | $305.96 - $384.00(42%)$355.87 -> $338.39 |
| NOW | SERVICENOW INC | Add +13.7% | 2.42% | 1,246,099 | $123.71M | $99.28 | $81.24 - $139.20(31%)$104.04 -> $99.28 |
| CCCS | CCC INTELLIGENT SOLUTIONS HL | Reduce -5.3% | 3.02% | 29,858,935 | $154.07M | — | - |
| AMT | AMERICAN TOWER CORP NEW | Reduce -42.4% | 0.09% | 29,254 | $4.79M | $163.57 | $162.40 - $196.08(3%)$171.02 -> $163.46 |
| FICO | FAIR ISAAC CORP | Reduce -0.5% | 8.47% | 361,826 | $432.3M | $1194.78 | $870.01 - $1323.35(72%)$1061.99 -> $1194.95 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | Reduce -20.8% | 0.08% | 8,184 | $4.1M | $500.39 | $464.01 - $500.56(100%)$478.50 -> $499.99 |
| CPRT | COPART INC | Reduce -0.2% | 4.41% | 7,985,808 | $225.12M | $28.19 | $27.84 - $35.66(4%)$33.02 -> $28.19 |