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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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Chuck Akre/Overlap

Chuck Akre - pick another manager

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