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 39 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 11.85% | Add +30.1% | 5,274,014 | $492.01M | $93.29 | No quote |
| 2 | MKL | MARKEL CORP | 9.96% | Add +0.3% | 516,611 | $413.64M | $800.68 | No quote |
| 3 | MA | MASTERCARD INC | 9.75% | Add +0.3% | 4,328,795 | $404.66M | $93.48 | No quote |
| 4 | MCO | MOODYS CORP | 9.27% | Add +0.2% | 3,563,131 | $384.68M | $107.96 | No quote |
| 5 | DLTR | DOLLAR TREE INC | 6.76% | Add +0.3% | 3,551,446 | $280.53M | $78.99 | No quote |
| 6 | CFX | COLFAX CORP | 6.47% | Add +0.3% | 5,824,798 | $268.81M | No quote | No quote |
| 7 | ROP | ROPER INDS INC NEW | 5.30% | Add +4.6% | 1,275,634 | $220M | $172.46 | No quote |
| 8 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.52% | Add +1.3% | 830,183 | $187.61M | $225.98 | No quote |
| 9 | LYV | LIVE NATION ENTERTAINMENT IN | 4.15% | - | 6,260,154 | $172.09M | $27.49 | No quote |
| 10 | V | VISA INC | 3.69% | - | 2,283,240 | $153.32M | $67.15 | No quote |
| 11 | VRSK | VERISK ANALYTICS INC | 3.48% | Add +100.0% | 1,987,225 | $144.59M | $72.76 | No quote |
| 12 | SBAC | SBA COMMUNICATIONS CORP | 3.32% | - | 1,200,000 | $137.96M | $114.97 | No quote |
| 13 | DHR | DANAHER CORP DEL | 3.09% | - | 1,500,000 | $128.39M | $85.59 | No quote |
| 14 | AMTD | TD AMERITRADE HLDG CORP | 2.80% | - | 3,158,900 | $116.31M | No quote | No quote |
| 15 | KMX | CARMAX INC | 2.71% | - | 1,700,000 | $112.56M | $66.21 | No quote |
| 16 | MNRO | MONRO MUFFLER BRAKE INC | 2.26% | Add +0.2% | 1,507,930 | $93.73M | $62.16 | No quote |
| 17 | ESGR | ENSTAR GROUP LIMITED | 2.13% | Add +3.5% | 569,902 | $88.31M | No quote | No quote |
| 18 | UBNT | UBIQUITI NETWORKS INC | 2.06% | Add +4.1% | 2,680,000 | $85.53M | No quote | No quote |
| 19 | LPLA | LPL FINL HLDGS INC | 1.48% | Reduce -10.0% | 1,318,589 | $61.3M | $46.49 | No quote |
| 20 | AMTPRB | AMERICAN TOWER CORP NEW | 1.20% | - | 500,000 | $50M | No quote | No quote |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.03% | Add +1.8% | 314,418 | $42.8M | No quote | No quote |
| 22 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.70% | - | 145,500 | $29.05M | No quote | No quote |
| 23 | LKQ | LKQ CORP | 0.51% | New | 700,000 | $21.17M | $30.24 | No quote |
| 24 | AMTWP | AMERICAN TOWER CORP NEW | 0.25% | - | 100,000 | $10.2M | No quote | No quote |
| 25 | PRMW | PRIMO WTR CORP | 0.24% | Add +1.3% | 1,726,613 | $9.88M | No quote | No quote |
| 26 | ANSS | ANSYS INC | 0.22% | - | 100,300 | $9.15M | No quote | No quote |
| 27 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.21% | Reduce -18.9% | 43 | $8.85M | No quote | No quote |
| 28 | ALRM | ALARM COM HLDGS INC | 0.15% | New | 400,000 | $6.15M | $15.38 | No quote |
| 29 | BACWSA | BANK OF AMERICA CORPORATION | 0.11% | - | 732,890 | $4.52M | No quote | No quote |
| 30 | AIGWS | AMERICAN INTL GROUP INC | 0.10% | New | 150,000 | $4.16M | No quote | No quote |
| 31 | LAMR | LAMAR ADVERTISING CO | 0.09% | - | 67,100 | $3.86M | $57.48 | No quote |
| 32 | CCIPRAZZZZ | CROWN CASTLE INTL CORP | 0.05% | - | 20,000 | $2.06M | No quote | No quote |
| 33 | CSX | CSX CORP | 0.03% | Add +35.9% | 40,695 | $1.33M | $32.66 | No quote |
| 34 | NSH | NUSTAR GP HOLDINGS LLC | 0.03% | - | 27,775 | $1.06M | No quote | No quote |
| 35 | WMB | WILLIAMS COS INC DEL | 0.02% | - | 16,140 | $926K | $57.37 | No quote |
| 36 | AAIC | ARLINGTON ASSET INVT CORP | 0.00% | - | 10,000 | $196K | No quote | No quote |
| 37 | NLY | ANNALY CAP MGMT INC | 0.00% | Add +80.4% | 20,044 | $184K | No quote | No quote |
| 39 | MWE | MARKWEST ENERGY PARTNERS L P | - | Sold | 0 | $0 | No quote | No quote |
| 38 | DISCK | DISCOVERY COMMUNICATNS NEW | - | Sold | 0 | $0 | No quote | No quote |