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 20 of 37 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INC | 9.82% | Add +1.2% | 4,317,827 | $389.51M | $90.21 | No quote |
| 2 | AMT | AMERICAN TOWER CORP NEW | 9.65% | Add +0.9% | 4,052,553 | $383.09M | $94.53 | No quote |
| 3 | MCO | MOODYS CORP | 9.63% | Add +1.0% | 3,554,485 | $382.18M | $107.52 | No quote |
| 4 | MKL | MARKEL CORP | 9.62% | Add +1.0% | 515,317 | $381.66M | $740.64 | No quote |
| 5 | CFX | COLFAX CORP | 7.26% | Add +0.1% | 5,810,090 | $288.12M | No quote | No quote |
| 6 | DLTR | DOLLAR TREE INC | 6.82% | Add +1.2% | 3,542,298 | $270.67M | $76.41 | No quote |
| 7 | ROP | ROPER INDS INC NEW | 5.17% | Add +6.4% | 1,219,446 | $205.07M | $168.17 | No quote |
| 8 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.50% | Add +0.3% | 819,319 | $178.47M | $217.83 | No quote |
| 9 | LYV | LIVE NATION ENTERTAINMENT IN | 3.95% | Reduce -1.4% | 6,260,154 | $156.88M | $25.06 | No quote |
| 10 | V | VISA INC | 3.80% | Add +300.0% | 2,283,240 | $150.81M | $66.05 | No quote |
| 11 | DISCK | DISCOVERY COMMUNICATNS NEW | 3.52% | Reduce -19.6% | 4,622,412 | $139.74M | No quote | No quote |
| 12 | SBAC | SBA COMMUNICATIONS CORP | 3.50% | - | 1,200,000 | $138.98M | $115.82 | No quote |
| 13 | DHR | DANAHER CORP DEL | 3.10% | - | 1,500,000 | $122.82M | $81.88 | No quote |
| 14 | KMX | CARMAX INC | 2.92% | - | 1,700,000 | $115.79M | $68.11 | No quote |
| 15 | AMTD | TD AMERITRADE HLDG CORP | 2.89% | - | 3,158,900 | $114.51M | No quote | No quote |
| 16 | MNRO | MONRO MUFFLER BRAKE INC | 2.27% | - | 1,505,003 | $90.14M | $59.89 | No quote |
| 17 | ESGR | ENSTAR GROUP LIMITED | 1.97% | Add +7.7% | 550,849 | $78.24M | No quote | No quote |
| 18 | VRSK | VERISK ANALYTICS INC | 1.88% | Add +24.2% | 993,495 | $74.55M | $75.04 | No quote |
| 19 | UBNT | UBIQUITI NETWORKS INC | 1.85% | Add +39.1% | 2,573,530 | $73.53M | No quote | No quote |
| 20 | LPLA | LPL FINL HLDGS INC | 1.49% | Reduce -14.6% | 1,465,185 | $59.3M | $40.47 | No quote |
| 21 | AMTPRB | AMERICAN TOWER CORP NEW | 1.29% | New | 500,000 | $51.3M | No quote | No quote |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.10% | Add +1.9% | 308,838 | $43.61M | $141.21 | No quote |
| 23 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.67% | - | 145,500 | $26.51M | No quote | No quote |
| 24 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.28% | Add +3.9% | 53 | $11.31M | $213396.23 | No quote |
| 25 | AMTWP | AMERICAN TOWER CORP NEW | 0.26% | - | 100,000 | $10.41M | No quote | No quote |
| 26 | PRMW | PRIMO WTR CORP | 0.22% | Add +3.3% | 1,703,908 | $8.84M | No quote | No quote |
| 27 | ANSS | ANSYS INC | 0.22% | - | 100,300 | $8.61M | No quote | No quote |
| 28 | BACWSA | BANK OF AMERICA CORPORATION | 0.11% | Add +4.7% | 732,890 | $4.22M | No quote | No quote |
| 29 | LAMR | LAMAR ADVERTISING CO | 0.10% | - | 67,100 | $3.89M | $57.96 | No quote |
| 30 | CCIPRA | CROWN CASTLE INTL CORP | 0.05% | - | 20,000 | $2.08M | No quote | No quote |
| 31 | NSH | NUSTAR GP HOLDINGS LLC | 0.03% | - | 27,775 | $1.09M | No quote | No quote |
| 32 | CSX | CSX CORP | 0.03% | Reduce -30.2% | 29,945 | $1.08M | $36.10 | No quote |
| 33 | WMB | WILLIAMS COS INC DEL | 0.02% | Reduce -11.5% | 16,140 | $826K | $51.18 | No quote |
| 35 | MWE | MARKWEST ENERGY PARTNERS L P | 0.01% | Reduce -53.8% | 3,215 | $217K | No quote | No quote |
| 34 | AAIC | ARLINGTON ASSET INVT CORP | 0.01% | - | 10,000 | $217K | No quote | No quote |
| 36 | NLY | ANNALY CAP MGMT INC | 0.00% | Reduce -44.6% | 11,109 | $112K | No quote | No quote |
| 37 | HIG | HARTFORD FINL SVCS GROUP INC | - | Sold | 0 | $0 | No quote | No quote |