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
- +11.96%
- 1-year
- -10.46%
- 3-year
- +31.87%
- 5-year
- +22.32%
- 3-year vs S&P 500
- -42.34%
- 5-year vs S&P 500
- -51.78%
- 5-year top 5
- +39.44%
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 21 of 41 rows. Rows without a quote are marked unavailable.
| 1 | MA | Mastercard/ma CL A | 10.36% | Add +0.0% | 341,828 | $184.97M | $541.13 | No quote |
| 2 | MCO | Moodys Corp/mco COM | 7.58% | Add +14.5% | 2,538,375 | $135.35M | $53.32 | No quote |
| 3 | AMT | American Tower/amt CL A | 7.28% | Reduce -0.5% | 1,689,673 | $129.97M | $76.92 | No quote |
| 4 | MKL | Markel/mkl COM | 6.96% | Add +5.4% | 246,769 | $124.25M | $503.50 | No quote |
| 5 | DLTR | Dollar Tree/dltr COM | 6.72% | Add +9.4% | 2,478,884 | $120.05M | $48.43 | No quote |
| 6 | ROST | Ross Stores/rost COM | 6.58% | Reduce -0.0% | 1,937,469 | $117.45M | $60.62 | No quote |
| 7 | 25490A | DirecTv/dtv COM | 5.07% | Add +60.0% | 1,600,000 | $90.54M | No quote | No quote |
| 8 | ORLY | O Reilly auto/orly COM | 4.73% | Reduce -0.1% | 823,683 | $84.38M | $102.44 | No quote |
| 9 | CFX | Colfax Corp/cfx COM | 4.22% | Add +32.6% | 1,617,330 | $75.27M | No quote | No quote |
| 10 | AMTD | TD Ameritrade/amtd COM | 3.65% | Reduce -0.2% | 3,158,900 | $65.14M | No quote | No quote |
| 11 | V | Visa/v COM CL A | 3.54% | - | 372,430 | $63.25M | $169.84 | No quote |
| 12 | ESGR | Enstar/esgr SHS | 3.50% | Reduce -0.4% | 503,341 | $62.56M | No quote | No quote |
| 13 | NS | NuStar Energy LP/ns UNIT COM | 3.14% | New | 1,050,000 | $56.01M | No quote | No quote |
| 14 | LUK | Leucadia Nat/luk COM | 3.07% | Add +11.1% | 2,000,000 | $54.86M | No quote | No quote |
| 15 | LPLA | LPL Financial/lpla COM | 3.07% | - | 1,700,000 | $54.81M | $32.24 | No quote |
| 16 | VRSK | Verisk Analytics/vrsk COM | 2.76% | - | 800,000 | $49.3M | $61.62 | No quote |
| 17 | AAPL | Apple Inc/aapl COM | 2.16% | Add +148.1% | 87,106 | $38.56M | $442.66 | No quote |
| 18 | HIG | Hartford/hig COM | 1.97% | - | 1,366,200 | $35.25M | $25.80 | No quote |
| 19 | NLY | Annaly Capital/nly COM | 1.96% | Reduce -13.3% | 2,198,409 | $34.93M | No quote | No quote |
| 20 | BRK-B | Berks-Hath B/brk.b CL B NEW | 1.79% | Reduce -0.2% | 307,561 | $32.05M | $104.20 | No quote |
| 21 | LAMR | Lamar Advertising/lamr CL A | 1.69% | - | 621,348 | $30.19M | $48.58 | No quote |
| 22 | MNRO | Monro Muf-Brake/mnro COM | 1.11% | - | 500,000 | $19.86M | $39.71 | No quote |
| 23 | DISCK | DISCOVERY COMMUNICATIONS | 1.03% | New | 265,000 | $18.43M | No quote | No quote |
| 24 | HIGPRA | Hartford Financial Pfd. DEP CONV PFD | 0.96% | Reduce -1.3% | 725,097 | $17.22M | No quote | No quote |
| 25 | SHLD | Sears Hldg/shld COM | 0.84% | - | 300,000 | $14.99M | No quote | No quote |
| 26 | FDS | FactSet/fds COM | 0.67% | - | 130,000 | $12.04M | $92.60 | No quote |
| 27 | AMX | America Movil/amx SPON ADR L | 0.65% | New | 550,000 | $11.53M | No quote | No quote |
| 28 | DHIL | Diamond Hill/dhil COM NEW | 0.63% | - | 145,500 | $11.32M | No quote | No quote |
| 29 | BAC | Bank of America/bac COM | 0.55% | - | 800,000 | $9.74M | $12.18 | No quote |
| 30 | BRK-A | Berksh-Hath A/brk.a COM | 0.43% | - | 59 | $7.66M | $129796.61 | No quote |
| 31 | NSH | NuStar GP Holdings/nsh UNIT RESTG LLC | 0.39% | Add +255.2% | 216,560 | $7.04M | No quote | No quote |
| 32 | MWE | MarkWest Energy/mwe UNIT LTD PARTN | 0.35% | New | 101,935 | $6.19M | No quote | No quote |
| 33 | BACWSA | Bank Of America *W EXP 01/16/201 | 0.22% | - | 700,000 | $3.99M | No quote | No quote |
| 34 | PRMW | Primo Water Corp/prmw COM | 0.10% | - | 1,600,000 | $1.76M | No quote | No quote |
| 35 | TDG | TransDigm Group/tdg COM | 0.09% | - | 10,000 | $1.53M | $152.90 | No quote |
| 36 | CWGL | Crimson Wine/cwgl COM | 0.08% | New | 155,000 | $1.44M | No quote | No quote |
| 37 | CSX | CSX Corporation/csx COM | 0.07% | - | 51,061 | $1.26M | $24.64 | No quote |
| 38 | EPD | Enterprise Products/epd COM | 0.03% | - | 10,232 | $617K | $60.30 | No quote |
| 41 | RVR | White River Cap/rvr COM | - | Sold | 0 | $0 | No quote | No quote |
| 40 | JEF | Jeffries Group/jef COM | - | Sold | 0 | $0 | No quote | No quote |
| 39 | ART | Artio Global/art COM CL A | - | Sold | 0 | $0 | No quote | No quote |