As of Q1 2026, Chuck Akre reported 19 long-equity positions worth $6.12B in aggregate.
It also disclosed $18.67M 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
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP NEW | Reduce -80.1% | 0.14% | 50,772 | $8.76M | $172.58 | $165.08 - $195.45(25%)$174.80 -> $172.58 |
| ORLY | OREILLY AUTOMOTIVE INC | Reduce -42.2% | 5.87% | 3,885,813 | $358.7M | $92.31 | $86.77 - $102.11(36%)$90.34 -> $92.31 |
| ABNB | AIRBNB INC | Reduce -41.4% | 4.20% | 2,034,473 | $256.91M | $126.28 | $115.53 - $141.40(42%)$133.01 -> $126.28 |
| V | VISA INC | Reduce -38.8% | 8.10% | 1,638,798 | $495.31M | $302.24 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| BN | BROOKFIELD CORP | Reduce -36.6% | 11.27% | 17,027,077 | $689.09M | $40.47 | $37.93 - $49.57(22%)$46.63 -> $40.47 |
| MCO | MOODYS CORP | Reduce -28.2% | 8.89% | 1,246,114 | $543.62M | $436.25 | $402.28 - $546.88(23%)$498.98 -> $436.25 |
| MA | MASTERCARD INCORPORATED | Reduce -24.1% | 18.64% | 2,281,106 | $1.14B | $499.66 | $480.50 - $589.67(18%)$563.13 -> $499.66 |
| KKR | KKR & CO L P DEL | Reduce -17.1% | 10.16% | 6,718,078 | $621.42M | $92.50 | $82.67 - $137.28(18%)$128.90 -> $92.50 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | Reduce -13.1% | 0.08% | 10,339 | $4.95M | $479.20 | $467.21 - $512.13(27%)$496.85 -> $479.20 |
| KMX | CARMAX INC | Sold | — | 0 | $0 | — | - |
| DHR | DANAHER CORPORATION | Sold | — | 0 | $0 | — | - |
