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 39 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INC | 11.39% | Add +0.1% | 396,583 | $266.81M | $672.78 | No quote |
| 2 | MCO | MOODYS CORP | 10.45% | Add +0.1% | 3,481,520 | $244.86M | $70.33 | No quote |
| 3 | CFX | COLFAX CORP | 9.43% | Add +0.3% | 3,913,075 | $221.05M | No quote | No quote |
| 4 | AMT | AMERICAN TOWER CORP NEW | 8.95% | Add +48.1% | 2,828,736 | $209.69M | $74.13 | No quote |
| 5 | MKL | MARKEL CORP | 7.71% | Add +41.8% | 348,963 | $180.68M | $517.77 | No quote |
| 6 | DLTR | DOLLAR TREE INC | 5.91% | Add +0.1% | 2,423,768 | $138.54M | $57.16 | No quote |
| 7 | ROST | ROSS STORES INC | 4.76% | Reduce -6.0% | 1,533,218 | $111.62M | $72.80 | No quote |
| 8 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.47% | Add +0.2% | 821,538 | $104.82M | $127.59 | No quote |
| 9 | DTV | DIRECTV | 4.34% | Reduce -47.9% | 1,700,000 | $101.63M | No quote | No quote |
| 10 | V | VISA INC | 4.10% | - | 502,430 | $96.01M | $191.10 | No quote |
| 11 | AMTD | TD AMERITRADE HLDG CORP | 3.53% | - | 3,158,900 | $82.7M | No quote | No quote |
| 12 | ESGR | ENSTAR GROUP LIMITED | 2.91% | Add +0.1% | 498,476 | $68.09M | No quote | No quote |
| 13 | LPLA | LPL FINL HLDGS INC | 2.78% | - | 1,700,000 | $65.13M | $38.31 | No quote |
| 14 | LYV | LIVE NATION ENTERTAINMENT IN | 2.57% | - | 3,250,000 | $60.29M | $18.55 | No quote |
| 15 | LUK | LEUCADIA NATL CORP | 2.32% | - | 2,000,000 | $54.48M | No quote | No quote |
| 16 | VRSK | VERISK ANALYTICS INC | 2.22% | - | 800,000 | $51.97M | $64.96 | No quote |
| 17 | AAPL | APPLE INC | 1.85% | Reduce -0.1% | 91,004 | $43.39M | $476.75 | No quote |
| 18 | NS | NUSTAR ENERGY LP | 1.74% | Reduce -3.0% | 1,018,427 | $40.85M | No quote | No quote |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.47% | Add +0.3% | 303,001 | $34.39M | No quote | No quote |
| 20 | DISCK | DISCOVERY COMMUNICATNS NEW | 1.33% | - | 400,000 | $31.25M | No quote | No quote |
| 21 | MNRO | MONRO MUFFLER BRAKE INC | 0.99% | - | 500,000 | $23.22M | $46.43 | No quote |
| 22 | EQIX | EQUINIX INC | 0.96% | New | 122,500 | $22.5M | $183.65 | No quote |
| 23 | MWE | MARKWEST ENERGY PARTNERS L P | 0.94% | Add +129.7% | 304,935 | $22.03M | No quote | No quote |
| 24 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.66% | - | 145,500 | $15.56M | No quote | No quote |
| 25 | FDS | FACTSET RESH SYS INC | 0.61% | - | 130,000 | $14.18M | $109.10 | No quote |
| 26 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.43% | - | 59 | $10.05M | No quote | No quote |
| 27 | HIG | HARTFORD FINL SVCS GROUP INC | 0.42% | Reduce -84.2% | 319,803 | $9.95M | $31.12 | No quote |
| 28 | ANSS | ANSYS INC | 0.18% | - | 50,000 | $4.33M | No quote | No quote |
| 29 | BACWSA | BANK OF AMERICA CORPORATION | 0.18% | - | 700,000 | $4.26M | No quote | No quote |
| 30 | PRMW | PRIMO WTR CORP | 0.16% | - | 1,600,000 | $3.81M | No quote | No quote |
| 31 | TDG | TRANSDIGM GROUP INC | 0.06% | - | 10,000 | $1.39M | $138.70 | No quote |
| 32 | CSX | CSX CORP | 0.06% | - | 51,061 | $1.31M | $25.73 | No quote |
| 33 | NSH | NUSTAR GP HOLDINGS LLC | 0.06% | Reduce -13.0% | 57,907 | $1.3M | No quote | No quote |
| 34 | WMB | WILLIAMS COS INC DEL | 0.03% | New | 19,610 | $713K | $36.36 | No quote |
| 35 | NLY | ANNALY CAP MGMT INC | 0.02% | Add +46.9% | 49,084 | $568K | No quote | No quote |
| 39 | SHLD | SEARS HLDGS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 38 | EPD | ENTERPRISE PRODS PARTNERS L | - | Sold | 0 | $0 | No quote | No quote |
| 37 | BAC | BANK OF AMERICA CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 36 | AMX | AMERICA MOVIL SAB DE CV | - | Sold | 0 | $0 | No quote | No quote |