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 27 of 42 rows. Rows without a quote are marked unavailable.
| 1 | CFX | COLFAX CORP | 11.78% | Add +22.2% | 5,162,070 | $368.21M | No quote | No quote |
| 2 | AMT | AMERICAN TOWER CORP NEW | 10.55% | Add +21.1% | 4,027,121 | $329.7M | $81.87 | No quote |
| 3 | MA | MASTERCARD INC | 9.47% | Add +899.7% | 3,963,530 | $296.08M | $74.70 | No quote |
| 4 | MCO | MOODYS CORP | 8.84% | Add +0.0% | 3,482,130 | $276.2M | $79.32 | No quote |
| 5 | MKL | MARKEL CORP | 7.27% | Add +0.1% | 381,007 | $227.12M | $596.10 | No quote |
| 6 | DLTR | DOLLAR TREE INC | 4.98% | Add +2.0% | 2,983,023 | $155.65M | $52.18 | No quote |
| 7 | LYV | LIVE NATION ENTERTAINMENT IN | 4.42% | Add +39.3% | 6,350,000 | $138.11M | $21.75 | No quote |
| 8 | DISCK | DISCOVERY COMMUNICATNS NEW | 4.40% | Add +346.1% | 1,784,200 | $137.49M | No quote | No quote |
| 9 | V | VISA INC | 3.94% | Add +13.5% | 570,430 | $123.13M | $215.86 | No quote |
| 10 | ORLY | O REILLY AUTOMOTIVE INC NEW | 3.90% | Add +0.1% | 821,882 | $121.96M | $148.39 | No quote |
| 11 | ROST | ROSS STORES INC | 3.73% | Reduce -10.0% | 1,631,038 | $116.73M | $71.57 | No quote |
| 12 | AMTD | TD AMERITRADE HLDG CORP | 3.43% | - | 3,158,900 | $107.25M | No quote | No quote |
| 13 | LPLA | LPL FINL HLDGS INC | 2.88% | - | 1,715,000 | $90.11M | $52.54 | No quote |
| 14 | SBAC | SBA COMMUNICATIONS CORP | 2.84% | New | 977,600 | $88.92M | $90.96 | No quote |
| 15 | ESGR | ENSTAR GROUP LIMITED | 2.17% | Add +0.0% | 498,626 | $67.97M | No quote | No quote |
| 16 | LUK | LEUCADIA NATL CORP | 1.79% | - | 2,000,000 | $56M | No quote | No quote |
| 17 | AAPL | APPLE INC | 1.56% | - | 91,029 | $48.86M | $536.74 | No quote |
| 18 | VRSK | VERISK ANALYTICS INC | 1.53% | - | 800,000 | $47.97M | $59.96 | No quote |
| 19 | MWE | MARKWEST ENERGY PARTNERS L P | 1.48% | Add +0.3% | 706,965 | $46.18M | No quote | No quote |
| 20 | EQIX | EQUINIX INC | 1.26% | Reduce -4.5% | 212,300 | $39.24M | $184.84 | No quote |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.25% | Add +3.0% | 312,019 | $38.99M | $124.97 | No quote |
| 22 | DTV | DIRECTV | 1.22% | - | 500,000 | $38.21M | No quote | No quote |
| 23 | MNRO | MONRO MUFFLER BRAKE INC | 0.91% | - | 500,000 | $28.44M | $56.88 | No quote |
| 24 | DHR | DANAHER CORP DEL | 0.72% | Add +7.1% | 300,000 | $22.5M | $75.00 | No quote |
| 25 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.61% | - | 145,500 | $19.13M | No quote | No quote |
| 26 | FDS | FACTSET RESH SYS INC | 0.45% | - | 130,000 | $14.02M | $107.81 | No quote |
| 27 | LVNTA | LIBERTY INTERACTIVE CORP | 0.38% | Add +100.0% | 90,000 | $11.73M | No quote | No quote |
| 28 | HIG | HARTFORD FINL SVCS GROUP INC | 0.36% | Reduce -0.4% | 317,874 | $11.21M | $35.27 | No quote |
| 29 | ROP | ROPER INDS INC NEW | 0.34% | New | 79,000 | $10.55M | $133.51 | No quote |
| 30 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.31% | Reduce -11.9% | 52 | $9.74M | $187365.38 | No quote |
| 31 | KMX | CARMAX INC | 0.30% | Add +100.0% | 200,000 | $9.36M | $46.80 | No quote |
| 32 | ANSS | ANSYS INC | 0.23% | Add +89.6% | 94,800 | $7.3M | No quote | No quote |
| 33 | PRMW | PRIMO WTR CORP | 0.20% | - | 1,600,000 | $6.22M | No quote | No quote |
| 34 | BACWSA | BANK OF AMERICA CORPORATION | 0.18% | - | 700,000 | $5.75M | No quote | No quote |
| 35 | LAMR | LAMAR ADVERTISING CO | 0.11% | - | 67,100 | $3.42M | $51.00 | No quote |
| 36 | TDG | TRANSDIGM GROUP INC | 0.06% | - | 10,000 | $1.85M | $185.20 | No quote |
| 37 | CSX | CSX CORP | 0.05% | - | 49,917 | $1.45M | $28.97 | No quote |
| 38 | NSH | NUSTAR GP HOLDINGS LLC | 0.03% | Add +17.8% | 27,775 | $945K | No quote | No quote |
| 39 | WMB | WILLIAMS COS INC DEL | 0.02% | Reduce -3.7% | 18,880 | $766K | $40.57 | No quote |
| 40 | NLY | ANNALY CAP MGMT INC | 0.02% | Reduce -2.6% | 50,044 | $549K | No quote | No quote |
| 41 | XOM | EXXON MOBIL CORP | 0.01% | New | 4,446 | $434K | $97.62 | No quote |
| 42 | AAIC | ARLINGTON ASSET INVT CORP | 0.01% | - | 10,000 | $265K | No quote | No quote |