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 19 of 37 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INC | 10.29% | - | 396,088 | $227.55M | $574.50 | No quote |
| 2 | MCO | MOODYS CORP | 9.59% | - | 3,477,765 | $211.9M | $60.93 | No quote |
| 3 | CFX | COLFAX CORP | 9.19% | - | 3,899,995 | $203.23M | No quote | No quote |
| 4 | DTV | DIRECTV | 9.09% | - | 3,260,000 | $200.95M | No quote | No quote |
| 5 | AMT | AMERICAN TOWER CORP NEW | 6.32% | - | 1,910,180 | $139.77M | $73.17 | No quote |
| 6 | MKL | MARKEL CORP | 5.87% | - | 246,144 | $129.71M | $526.95 | No quote |
| 7 | DLTR | DOLLAR TREE INC | 5.57% | - | 2,421,423 | $123.11M | $50.84 | No quote |
| 8 | ROST | ROSS STORES INC | 4.78% | - | 1,631,048 | $105.71M | $64.81 | No quote |
| 9 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.18% | - | 819,818 | $92.33M | $112.62 | No quote |
| 10 | V | VISA INC | 4.15% | - | 502,430 | $91.82M | $182.75 | No quote |
| 11 | AMTD | TD AMERITRADE HLDG CORP | 3.47% | - | 3,158,900 | $76.73M | No quote | No quote |
| 12 | ESGR | ENSTAR GROUP LIMITED | 2.99% | - | 497,791 | $66.2M | No quote | No quote |
| 13 | LPLA | LPL FINL HLDGS INC | 2.90% | - | 1,700,000 | $64.19M | $37.76 | No quote |
| 14 | HIG | HARTFORD FINL SVCS GROUP INC | 2.84% | - | 2,028,270 | $62.71M | $30.92 | No quote |
| 15 | LUK | LEUCADIA NATL CORP | 2.37% | - | 2,000,000 | $52.44M | No quote | No quote |
| 16 | LYV | LIVE NATION ENTERTAINMENT IN | 2.28% | - | 3,250,000 | $50.38M | $15.50 | No quote |
| 17 | NS | NUSTAR ENERGY LP | 2.17% | - | 1,050,000 | $47.93M | No quote | No quote |
| 18 | VRSK | VERISK ANALYTICS INC | 2.16% | - | 800,000 | $47.76M | $59.70 | No quote |
| 19 | AAPL | APPLE INC | 1.63% | - | 91,104 | $36.13M | $396.52 | No quote |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.53% | - | 302,251 | $33.83M | No quote | No quote |
| 21 | DISCK | DISCOVERY COMMUNICATNS NEW | 1.26% | - | 400,000 | $27.91M | No quote | No quote |
| 22 | MNRO | MONRO MUFFLER BRAKE INC | 1.09% | - | 500,000 | $24.03M | $48.05 | No quote |
| 23 | FDS | FACTSET RESH SYS INC | 0.60% | - | 130,000 | $13.25M | $101.94 | No quote |
| 24 | SHLD | SEARS HLDGS CORP | 0.57% | - | 300,000 | $12.62M | No quote | No quote |
| 25 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.56% | - | 145,500 | $12.45M | No quote | No quote |
| 26 | AMX | AMERICA MOVIL SAB DE CV | 0.49% | - | 500,000 | $10.88M | No quote | No quote |
| 27 | BAC | BANK OF AMERICA CORPORATION | 0.47% | - | 800,000 | $10.29M | $12.86 | No quote |
| 28 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.45% | - | 59 | $9.95M | No quote | No quote |
| 29 | MWE | MARKWEST ENERGY PARTNERS L P | 0.40% | - | 132,735 | $8.87M | No quote | No quote |
| 30 | BACWSA | BANK OF AMERICA CORPORATION | 0.17% | - | 700,000 | $3.82M | No quote | No quote |
| 31 | ANSS | ANSYS INC | 0.17% | - | 50,000 | $3.66M | No quote | No quote |
| 32 | PRMW | PRIMO WTR CORP | 0.13% | - | 1,600,000 | $2.91M | No quote | No quote |
| 33 | NSH | NUSTAR GP HOLDINGS LLC | 0.08% | - | 66,560 | $1.78M | No quote | No quote |
| 34 | TDG | TRANSDIGM GROUP INC | 0.07% | - | 10,000 | $1.57M | $156.80 | No quote |
| 35 | CSX | CSX CORP | 0.05% | - | 51,061 | $1.18M | $23.19 | No quote |
| 36 | EPD | ENTERPRISE PRODS PARTNERS L | 0.03% | - | 10,232 | $636K | $62.16 | No quote |
| 37 | NLY | ANNALY CAP MGMT INC | 0.02% | - | 33,409 | $420K | No quote | No quote |