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 21 of 40 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 10.67% | Reduce -0.2% | 4,017,371 | $376.15M | $93.63 | No quote |
| 2 | MCO | MOODYS CORP | 9.33% | Reduce -0.1% | 3,480,545 | $328.91M | $94.50 | No quote |
| 3 | MKL | MARKEL CORP | 9.18% | Add +3.2% | 508,844 | $323.7M | $636.15 | No quote |
| 4 | MA | MASTERCARD INC | 8.96% | Reduce -0.1% | 4,273,180 | $315.87M | $73.92 | No quote |
| 5 | CFX | COLFAX CORP | 8.35% | Add +0.1% | 5,163,820 | $294.18M | No quote | No quote |
| 6 | DISCK | DISCOVERY COMMUNICATNS NEW | 6.06% | Add +99.9% | 5,732,340 | $213.7M | No quote | No quote |
| 7 | DLTR | DOLLAR TREE INC | 5.54% | Add +0.1% | 3,484,598 | $195.38M | $56.07 | No quote |
| 8 | ROP | ROPER INDS INC NEW | 4.52% | Add +59.6% | 1,088,400 | $159.22M | $146.29 | No quote |
| 9 | LYV | LIVE NATION ENTERTAINMENT IN | 4.33% | - | 6,350,000 | $152.53M | $24.02 | No quote |
| 10 | DHR | DANAHER CORP DEL | 4.10% | Add +26.7% | 1,900,000 | $144.36M | $75.98 | No quote |
| 11 | SBAC | SBA COMMUNICATIONS CORP | 3.78% | - | 1,200,000 | $133.08M | $110.90 | No quote |
| 12 | ORLY | O REILLY AUTOMOTIVE INC NEW | 3.49% | Reduce -0.5% | 817,598 | $122.93M | $150.36 | No quote |
| 13 | V | VISA INC | 3.45% | - | 570,430 | $121.71M | $213.37 | No quote |
| 14 | AMTD | TD AMERITRADE HLDG CORP | 2.99% | - | 3,158,900 | $105.41M | No quote | No quote |
| 15 | LPLA | LPL FINL HLDGS INC | 2.24% | - | 1,715,000 | $78.98M | $46.05 | No quote |
| 16 | ESGR | ENSTAR GROUP LIMITED | 1.92% | Reduce -0.7% | 495,484 | $67.54M | No quote | No quote |
| 17 | AAPL | APPLE INC | 1.82% | Add +0.0% | 637,338 | $64.21M | $100.75 | No quote |
| 18 | MNRO | MONRO MUFFLER BRAKE INC | 1.73% | Add +152.0% | 1,260,000 | $61.15M | $48.53 | No quote |
| 19 | KMX | CARMAX INC | 1.57% | Add +99.2% | 1,195,000 | $55.51M | $46.45 | No quote |
| 20 | VRSK | VERISK ANALYTICS INC | 1.38% | - | 800,000 | $48.71M | $60.89 | No quote |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.21% | Reduce -0.8% | 308,180 | $42.57M | No quote | No quote |
| 22 | UBNT | UBIQUITI NETWORKS INC | 0.96% | New | 900,000 | $33.78M | No quote | No quote |
| 23 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.51% | - | 145,500 | $17.9M | No quote | No quote |
| 24 | HIG | HARTFORD FINL SVCS GROUP INC | 0.32% | Reduce -2.8% | 306,101 | $11.4M | $37.25 | No quote |
| 25 | AMTWP | AMERICAN TOWER CORP NEW | 0.31% | - | 100,000 | $10.85M | No quote | No quote |
| 26 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.31% | - | 52 | $10.76M | No quote | No quote |
| 27 | ANSS | ANSYS INC | 0.22% | - | 100,300 | $7.59M | No quote | No quote |
| 28 | PRMW | PRIMO WTR CORP | 0.20% | Add +3.1% | 1,650,000 | $7.11M | No quote | No quote |
| 29 | BACWSA | BANK OF AMERICA CORPORATION | 0.15% | - | 700,000 | $5.25M | No quote | No quote |
| 30 | LAMR | LAMAR ADVERTISING CO | 0.09% | - | 67,100 | $3.31M | $49.25 | No quote |
| 31 | LUK | LEUCADIA NATL CORP | 0.07% | Reduce -24.1% | 99,500 | $2.37M | No quote | No quote |
| 32 | CCIPRA | CROWN CASTLE INTL CORP | 0.06% | Add +27.4% | 20,000 | $2.1M | No quote | No quote |
| 33 | TDG | TRANSDIGM GROUP INC | 0.05% | - | 10,000 | $1.84M | $184.30 | No quote |
| 34 | CSX | CSX CORP | 0.04% | - | 42,899 | $1.38M | $32.05 | No quote |
| 35 | NSH | NUSTAR GP HOLDINGS LLC | 0.03% | - | 27,775 | $1.21M | No quote | No quote |
| 36 | WMB | WILLIAMS COS INC DEL | 0.03% | - | 18,230 | $1.01M | $55.35 | No quote |
| 37 | MWE | MARKWEST ENERGY PARTNERS L P | 0.02% | Reduce -99.0% | 6,965 | $535K | No quote | No quote |
| 38 | NLY | ANNALY CAP MGMT INC | 0.02% | - | 50,044 | $534K | No quote | No quote |
| 39 | AAIC | ARLINGTON ASSET INVT CORP | 0.01% | - | 10,000 | $254K | No quote | No quote |
| 40 | LVNTA | LIBERTY INTERACTIVE CORP | - | Sold | 0 | $0 | No quote | No quote |