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 20 of 39 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP CL A | 13.57% | - | 1,069,609 | $47.6M | $44.50 | No quote |
| 2 | MKL | MARKEL CORP COM | 11.17% | - | 115,206 | $39.17M | $340.00 | No quote |
| 3 | LAMR | LAMAR ADVERTISING CO CL A | 7.96% | - | 1,138,320 | $27.91M | $24.52 | No quote |
| 4 | ESGR | ENSTAR GROUP LIMITED SHS | 7.51% | - | 396,470 | $26.34M | No quote | No quote |
| 5 | DLTR | DOLLAR TREE INC COM | 7.25% | - | 611,097 | $25.44M | $41.63 | No quote |
| 6 | ROST | ROSS STORES INC COM | 6.52% | - | 429,285 | $22.88M | $53.29 | No quote |
| 7 | ORLY | O REILLY AUTOMOTIVE INC COM | 6.41% | - | 472,781 | $22.49M | $47.56 | No quote |
| 8 | HIGPRA | HARTFORD FINL SVCS GROUP INC DEP CONV PFD | 5.00% | - | 758,045 | $17.54M | No quote | No quote |
| 9 | FDS | FACTSET RESH SYS INC COM | 3.13% | - | 164,000 | $10.99M | $66.99 | No quote |
| 10 | TJX | TJX COS INC NEW COM | 2.79% | - | 233,500 | $9.8M | $41.95 | No quote |
| 11 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL ACUSIP 084670108 | 2.63% | - | 77 | $9.24M | No quote | No quote |
| 12 | KMX | CARMAX INC COM | 2.59% | - | 457,140 | $9.1M | $19.90 | No quote |
| 13 | PENN | PENN NATL GAMING INC COM | 2.44% | - | 371,045 | $8.57M | $23.10 | No quote |
| 14 | WMS | WMS INDS INC COM | 2.24% | - | 200,000 | $7.85M | $39.25 | No quote |
| 15 | TRH | TRANSATLANTIC HLDGS INC COM | 2.05% | - | 150,000 | $7.19M | No quote | No quote |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEWCUSIP 084670702 | 1.93% | - | 85,050 | $6.78M | No quote | No quote |
| 17 | OXPS | OPTIONSXPRESS HLDGS INC COM | 1.79% | - | 400,000 | $6.3M | No quote | No quote |
| 18 | AMTD | TD AMERITRADE HLDG CORP COM | 1.74% | - | 400,000 | $6.12M | No quote | No quote |
| 19 | MA | MASTERCARD INC CL A | 1.71% | - | 30,000 | $5.99M | $199.53 | No quote |
| 20 | MSCI | MSCI INC CL A | 1.17% | - | 150,000 | $4.11M | $27.40 | No quote |
| 21 | TROW | PRICE T ROWE GROUP INC COM | 1.05% | - | 82,800 | $3.68M | $44.38 | No quote |
| 22 | V | VISA INC COM CL A | 1.01% | - | 50,000 | $3.54M | $70.74 | No quote |
| 23 | NDN | 99 CENTS ONLY STORES COM | 0.99% | - | 235,352 | $3.48M | No quote | No quote |
| 24 | BDX | BECTON DICKINSON & CO COM | 0.96% | - | 50,000 | $3.38M | $67.62 | No quote |
| 25 | WRB | BERKLEY W R CORP COM | 0.75% | - | 100,000 | $2.65M | $26.46 | No quote |
| 26 | TRAD | TRADESTATION GROUP INC COM | 0.58% | - | 300,000 | $2.03M | No quote | No quote |
| 27 | ESVZZZZ | ENSCO PLC SPONSORED ADR | 0.56% | - | 50,000 | $1.96M | No quote | No quote |
| 28 | MBRG | MIDDLEBURG FINANCIAL CORP COM | 0.53% | - | 134,280 | $1.87M | No quote | No quote |
| 29 | RVR | WHITE RIVER CAPITAL INC COM | 0.36% | - | 93,273 | $1.27M | No quote | No quote |
| 30 | HIG | HARTFORD FINL SVCS GROUP INC COM | 0.32% | - | 50,000 | $1.11M | $22.12 | No quote |
| 31 | FXCB | FOX CHASE BANCORP COM | 0.27% | - | 100,000 | $957K | No quote | No quote |
| 32 | CSX | CSX CORP COM | 0.25% | - | 17,768 | $882K | $49.64 | No quote |
| 33 | GLRE | GREENLIGHT CAPITAL RE LTD CL A | 0.19% | - | 26,910 | $678K | No quote | No quote |
| 34 | EPE | ENTERPRISE GP HLDGS L P UNIT LP INT | 0.12% | - | 8,805 | $418K | No quote | No quote |
| 35 | NSH | NUSTAR GP HOLDINGS LLC UNIT RESTG LLC | 0.12% | - | 13,340 | $410K | No quote | No quote |
| 36 | NLY | ANNALY CAP MGMT INC COM | 0.11% | - | 22,100 | $379K | No quote | No quote |
| 37 | XOM | EXXON MOBIL CORP COM | 0.07% | - | 4,453 | $254K | $57.04 | No quote |
| 38 | FSP | FRANKLIN STREET PPTYS CORP COM | 0.07% | - | 20,000 | $236K | No quote | No quote |
| 39 | FFCH | FIRST FINL HLDGS INC COM | 0.07% | - | 20,000 | $229K | No quote | No quote |