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 | 13.98% | Add +8.0% | 1,389,005 | $71.98M | $51.82 | No quote |
| 2 | MKL | MARKEL CORP COM | 9.02% | Reduce -3.0% | 112,116 | $46.47M | $414.45 | No quote |
| 3 | LAMR | LAMAR ADVERTISING CO CL A | 9.02% | Add +1.5% | 1,257,423 | $46.45M | $36.94 | No quote |
| 4 | ESGR | ENSTAR GROUP LIMITED SHS | 8.90% | Reduce -1.0% | 458,868 | $45.83M | No quote | No quote |
| 5 | ROST | ROSS STORES INC COM | 8.73% | Add +12.2% | 632,385 | $44.98M | $71.12 | No quote |
| 6 | MA | MASTERCARD INC CL A | 7.78% | Add +13.8% | 159,220 | $40.08M | $251.72 | No quote |
| 7 | DLTR | DOLLAR TREE INC COM | 7.67% | Add +15.9% | 711,004 | $39.48M | $55.52 | No quote |
| 8 | ORLY | O REILLY AUTOMOTIVE INC NEW COM | 5.63% | New | 504,345 | $28.98M | $57.46 | No quote |
| 9 | HIGPRA | HARTFORD FINL SVCS GROUP INC DEP CONV PFD | 3.81% | Reduce -0.4% | 753,045 | $19.62M | No quote | No quote |
| 10 | FDS | FACTSET RESH SYS INC COM | 3.13% | Reduce -6.2% | 153,845 | $16.11M | $104.73 | No quote |
| 11 | KMX | CARMAX INC COM | 3.08% | Add +0.6% | 493,848 | $15.85M | $32.10 | No quote |
| 12 | TJX | TJX COS INC NEW COM | 2.37% | Add +2.0% | 245,780 | $12.22M | $49.73 | No quote |
| 13 | OXPS | OPTIONSXPRESS HLDGS INC COM | 2.24% | Add +57.7% | 630,853 | $11.53M | No quote | No quote |
| 14 | PENN | PENN NATL GAMING INC COM | 2.08% | Reduce -0.8% | 288,596 | $10.7M | $37.06 | No quote |
| 15 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL ACUSIP 084670108 | 1.70% | Reduce -12.5% | 70 | $8.77M | No quote | No quote |
| 16 | AMTD | TD AMERITRADE HLDG CORP COM | 1.62% | - | 400,000 | $8.35M | No quote | No quote |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEWCUSIP 084670702 | 1.45% | Add +6.0% | 89,260 | $7.47M | No quote | No quote |
| 18 | WMS | WMS INDS INC COM | 1.37% | - | 200,000 | $7.07M | $35.35 | No quote |
| 19 | TROW | PRICE T ROWE GROUP INC COM | 1.14% | Add +0.3% | 88,364 | $5.87M | $66.42 | No quote |
| 20 | BDX | BECTON DICKINSON & CO COM | 0.77% | - | 50,000 | $3.98M | $79.62 | No quote |
| 21 | NLY | ANNALY CAP MGMT INC COM | 0.71% | Add +842.2% | 208,225 | $3.63M | No quote | No quote |
| 22 | TECH | TECHNE CORP COM | 0.69% | - | 50,000 | $3.58M | $71.58 | No quote |
| 23 | LPLA | LPL INVT HLDGS INC COM | 0.68% | Add +392.3% | 98,450 | $3.53M | $35.80 | No quote |
| 24 | ARO | AEROPOSTALE COM | 0.47% | New | 100,000 | $2.43M | No quote | No quote |
| 25 | MBRG | MIDDLEBURG FINANCIAL CORP COM | 0.44% | Reduce -3.9% | 129,040 | $2.29M | No quote | No quote |
| 26 | KMB | KIMBERLY CLARK CORP COM | 0.38% | - | 30,000 | $1.96M | $65.27 | No quote |
| 27 | RVR | WHITE RIVER CAPITAL INC COM | 0.31% | - | 93,273 | $1.6M | No quote | No quote |
| 28 | CSX | CSX CORP COM | 0.27% | - | 17,768 | $1.4M | $78.62 | No quote |
| 29 | TRAD | TRADESTATION GROUP INC COM | 0.25% | Reduce -33.5% | 179,574 | $1.26M | No quote | No quote |
| 30 | EPD | ENTERPRISE PRODS PARTNERS L COM | 0.11% | New | 13,207 | $569K | $43.08 | No quote |
| 31 | NSH | NUSTAR GP HOLDINGS LLC UNIT RESTG LLC | 0.10% | Add +2.1% | 13,620 | $496K | No quote | No quote |
| 32 | EPR | ENTERTAINMENT PPTYS TR COM SH BEN INT | 0.05% | Add +4.3% | 5,265 | $247K | No quote | No quote |
| 33 | XOM | EXXON MOBIL CORP COM | 0.04% | New | 2,528 | $213K | $84.26 | No quote |
| 39 | PRMW | PRIMO WTR CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 38 | ORLY | O REILLY AUTOMOTIVE INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 37 | MSCI | MSCI INC CL A | - | Sold | 0 | $0 | No quote | No quote |
| 36 | FXCB | FOX CHASE BANCORP INC NEW COM | - | Sold | 0 | $0 | No quote | No quote |
| 35 | ESVZZZZ | ENSCO PLC SPONSORED ADR | - | Sold | 0 | $0 | No quote | No quote |
| 34 | NDN | 99 CENTS ONLY STORES COM | - | Sold | 0 | $0 | No quote | No quote |