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 20 of 36 rows. Rows without a quote are marked unavailable.
| 1 | MKL | MARKEL CORP | 9.93% | Reduce -0.2% | 508,963 | $391.37M | $768.96 | No quote |
| 2 | AMT | AMERICAN TOWER CORP NEW | 9.57% | Reduce -0.2% | 4,007,606 | $377.32M | $94.15 | No quote |
| 3 | MA | MASTERCARD INC | 9.34% | Reduce -0.1% | 4,261,426 | $368.15M | $86.39 | No quote |
| 4 | MCO | MOODYS CORP | 9.25% | Reduce -0.2% | 3,513,336 | $364.68M | $103.80 | No quote |
| 5 | DLTR | DOLLAR TREE INC | 7.19% | Reduce -0.1% | 3,494,004 | $283.52M | $81.14 | No quote |
| 6 | CFX | COLFAX CORP | 7.11% | Add +1.3% | 5,875,560 | $280.44M | No quote | No quote |
| 7 | ROP | ROPER INDS INC NEW | 5.46% | Add +9.2% | 1,251,680 | $215.29M | $172.00 | No quote |
| 8 | DISCK | DISCOVERY COMMUNICATNS NEW | 4.50% | Add +4.7% | 6,019,258 | $177.42M | No quote | No quote |
| 9 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.44% | Reduce -0.8% | 810,279 | $175.22M | $216.24 | No quote |
| 10 | LYV | LIVE NATION ENTERTAINMENT IN | 4.00% | Reduce -1.7% | 6,244,313 | $157.54M | $25.23 | No quote |
| 11 | V | VISA INC | 3.79% | Add +300.0% | 2,283,240 | $149.35M | $65.41 | No quote |
| 12 | SBAC | SBA COMMUNICATIONS CORP | 3.56% | - | 1,200,000 | $140.52M | $117.10 | No quote |
| 13 | DHR | DANAHER CORP DEL | 3.23% | - | 1,500,000 | $127.35M | $84.90 | No quote |
| 14 | AMTD | TD AMERITRADE HLDG CORP | 2.99% | - | 3,158,900 | $117.7M | No quote | No quote |
| 15 | KMX | CARMAX INC | 2.98% | - | 1,700,000 | $117.32M | $69.01 | No quote |
| 16 | MNRO | MONRO MUFFLER BRAKE INC | 2.48% | - | 1,505,003 | $97.9M | $65.05 | No quote |
| 17 | UBNT | UBIQUITI NETWORKS INC | 1.89% | Add +36.4% | 2,523,530 | $74.57M | No quote | No quote |
| 18 | ESGR | ENSTAR GROUP LIMITED | 1.87% | Add +1.7% | 519,970 | $73.76M | No quote | No quote |
| 19 | VRSK | VERISK ANALYTICS INC | 1.76% | Add +21.5% | 972,200 | $69.42M | $71.40 | No quote |
| 20 | LPLA | LPL FINL HLDGS INC | 1.63% | Reduce -14.6% | 1,465,185 | $64.26M | $43.86 | No quote |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.09% | Reduce -1.9% | 297,340 | $42.91M | $144.32 | No quote |
| 22 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.59% | - | 145,500 | $23.28M | No quote | No quote |
| 23 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.29% | Add +2.0% | 52 | $11.31M | $217500.00 | No quote |
| 24 | AMTWP | AMERICAN TOWER CORP NEW | 0.26% | - | 100,000 | $10.32M | No quote | No quote |
| 25 | ANSS | ANSYS INC | 0.22% | - | 100,300 | $8.85M | No quote | No quote |
| 26 | PRMW | PRIMO WTR CORP | 0.22% | Add +2.1% | 1,685,330 | $8.81M | No quote | No quote |
| 27 | BACWSA | BANK OF AMERICA CORPORATION | 0.11% | Add +2.2% | 715,101 | $4.2M | No quote | No quote |
| 28 | LAMR | LAMAR ADVERTISING CO | 0.10% | - | 67,100 | $3.98M | $59.27 | No quote |
| 29 | CCIPRA | CROWN CASTLE INTL CORP | 0.05% | - | 20,000 | $2.1M | No quote | No quote |
| 30 | CSX | CSX CORP | 0.04% | - | 42,899 | $1.42M | $33.12 | No quote |
| 31 | WMB | WILLIAMS COS INC DEL | 0.02% | - | 18,230 | $922K | $50.58 | No quote |
| 32 | NSH | NUSTAR GP HOLDINGS LLC | 0.02% | Reduce -29.4% | 19,595 | $694K | No quote | No quote |
| 33 | AAIC | ARLINGTON ASSET INVT CORP | 0.01% | - | 10,000 | $241K | No quote | No quote |
| 34 | MWE | MARKWEST ENERGY PARTNERS L P | 0.01% | Reduce -53.8% | 3,215 | $213K | No quote | No quote |
| 35 | NLY | ANNALY CAP MGMT INC | 0.01% | - | 20,044 | $208K | No quote | No quote |
| 36 | HIG | HARTFORD FINL SVCS GROUP INC | - | Sold | 0 | $0 | No quote | No quote |