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 24 of 40 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INC | 12.26% | Reduce -0.0% | 396,463 | $331.23M | $835.46 | No quote |
| 2 | MCO | MOODYS CORP | 10.11% | Reduce -0.0% | 3,480,950 | $273.15M | $78.47 | No quote |
| 3 | CFX | COLFAX CORP | 9.96% | Add +8.0% | 4,224,220 | $269.04M | No quote | No quote |
| 4 | AMT | AMERICAN TOWER CORP NEW | 9.83% | Add +17.6% | 3,326,376 | $265.51M | $79.82 | No quote |
| 5 | MKL | MARKEL CORP | 8.18% | Add +9.1% | 380,717 | $220.95M | $580.35 | No quote |
| 6 | DLTR | DOLLAR TREE INC | 6.11% | Add +20.6% | 2,923,188 | $164.93M | $56.42 | No quote |
| 7 | ROST | ROSS STORES INC | 5.03% | Add +18.2% | 1,812,143 | $135.78M | $74.93 | No quote |
| 8 | V | VISA INC | 4.14% | - | 502,430 | $111.88M | $222.68 | No quote |
| 9 | ORLY | O REILLY AUTOMOTIVE INC NEW | 3.91% | Reduce -0.0% | 821,303 | $105.71M | $128.71 | No quote |
| 10 | AMTD | TD AMERITRADE HLDG CORP | 3.58% | - | 3,158,900 | $96.79M | No quote | No quote |
| 11 | LYV | LIVE NATION ENTERTAINMENT IN | 3.34% | Add +40.3% | 4,558,300 | $90.07M | $19.76 | No quote |
| 12 | LPLA | LPL FINL HLDGS INC | 2.99% | Add +0.9% | 1,715,000 | $80.69M | $47.05 | No quote |
| 13 | ESGR | ENSTAR GROUP LIMITED | 2.56% | - | 498,476 | $69.24M | No quote | No quote |
| 14 | LUK | LEUCADIA NATL CORP | 2.10% | - | 2,000,000 | $56.68M | No quote | No quote |
| 15 | VRSK | VERISK ANALYTICS INC | 1.95% | - | 800,000 | $52.58M | $65.72 | No quote |
| 16 | AAPL | APPLE INC | 1.89% | Add +0.0% | 91,029 | $51.07M | $561.02 | No quote |
| 17 | MWE | MARKWEST ENERGY PARTNERS L P | 1.73% | Add +131.2% | 704,935 | $46.62M | No quote | No quote |
| 18 | EQIX | EQUINIX INC | 1.46% | Add +81.5% | 222,300 | $39.45M | $177.45 | No quote |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.33% | Add +0.0% | 303,041 | $35.93M | $118.56 | No quote |
| 20 | DTV | DIRECTV | 1.28% | Reduce -70.6% | 500,000 | $34.53M | No quote | No quote |
| 21 | DISCK | DISCOVERY COMMUNICATNS NEW | 1.24% | - | 400,000 | $33.54M | No quote | No quote |
| 22 | MNRO | MONRO MUFFLER BRAKE INC | 1.04% | - | 500,000 | $28.18M | $56.36 | No quote |
| 23 | DHR | DANAHER CORP DEL | 0.80% | New | 280,000 | $21.62M | $77.20 | No quote |
| 24 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.64% | - | 145,500 | $17.22M | No quote | No quote |
| 25 | FDS | FACTSET RESH SYS INC | 0.52% | - | 130,000 | $14.12M | $108.58 | No quote |
| 26 | HIG | HARTFORD FINL SVCS GROUP INC | 0.43% | Reduce -0.2% | 319,074 | $11.56M | $36.23 | No quote |
| 27 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.39% | - | 59 | $10.5M | $177898.31 | No quote |
| 28 | LVNTA | LIBERTY INTERACTIVE CORP | 0.20% | New | 45,000 | $5.52M | No quote | No quote |
| 29 | KMX | CARMAX INC | 0.17% | New | 100,000 | $4.7M | $47.02 | No quote |
| 30 | BACWSA | BANK OF AMERICA CORPORATION | 0.17% | - | 700,000 | $4.53M | No quote | No quote |
| 31 | ANSS | ANSYS INC | 0.16% | - | 50,000 | $4.36M | No quote | No quote |
| 32 | PRMW | PRIMO WTR CORP | 0.16% | - | 1,600,000 | $4.21M | No quote | No quote |
| 33 | LAMR | LAMAR ADVERTISING CO | 0.13% | New | 67,100 | $3.51M | $52.25 | No quote |
| 34 | TDG | TRANSDIGM GROUP INC | 0.06% | - | 10,000 | $1.61M | $161.00 | No quote |
| 35 | CSX | CSX CORP | 0.05% | Reduce -2.2% | 49,917 | $1.44M | $28.77 | No quote |
| 36 | WMB | WILLIAMS COS INC DEL | 0.03% | - | 19,610 | $756K | $38.55 | No quote |
| 37 | NSH | NUSTAR GP HOLDINGS LLC | 0.02% | Reduce -59.3% | 23,580 | $662K | No quote | No quote |
| 38 | NLY | ANNALY CAP MGMT INC | 0.02% | Add +4.7% | 51,384 | $512K | No quote | No quote |
| 39 | AAIC | ARLINGTON ASSET INVT CORP | 0.01% | New | 10,000 | $264K | No quote | No quote |
| 40 | NS | NUSTAR ENERGY LP | - | Sold | 0 | $0 | No quote | No quote |