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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. 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 |
| 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 |
| 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 |