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 19 of 38 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 12.86% | Add +19.5% | 6,303,493 | $554.58M | $87.98 | No quote |
| 2 | MA | MASTERCARD INC | 9.84% | Add +8.7% | 4,705,134 | $424.03M | $90.12 | No quote |
| 3 | MKL | MARKEL CORP | 9.58% | Reduce -0.3% | 515,304 | $413.2M | $801.86 | No quote |
| 4 | MCO | MOODYS CORP | 8.21% | Add +1.2% | 3,605,620 | $354.07M | $98.20 | No quote |
| 5 | DLTR | DOLLAR TREE INC | 6.41% | Add +16.8% | 4,148,216 | $276.52M | $66.66 | No quote |
| 6 | ROP | ROPER INDS INC NEW | 4.90% | Add +5.8% | 1,349,136 | $211.41M | $156.70 | No quote |
| 7 | CFX | COLFAX CORP | 4.88% | Add +20.7% | 7,031,709 | $210.32M | No quote | No quote |
| 8 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.80% | Reduce -0.3% | 827,795 | $206.95M | $250.00 | No quote |
| 9 | KMX | CARMAX INC | 3.82% | Add +63.2% | 2,773,660 | $164.53M | $59.32 | No quote |
| 10 | V | VISA INC | 3.69% | - | 2,283,240 | $159.05M | $69.66 | No quote |
| 11 | VRSK | VERISK ANALYTICS INC | 3.67% | Add +7.7% | 2,140,928 | $158.24M | $73.91 | No quote |
| 12 | ESGR | ENSTAR GROUP LIMITED | 3.65% | Add +84.2% | 1,049,549 | $157.43M | No quote | No quote |
| 13 | LYV | LIVE NATION ENTERTAINMENT IN | 3.49% | - | 6,260,154 | $150.49M | $24.04 | No quote |
| 14 | SBAC | SBA COMMUNICATIONS CORP | 3.28% | Add +12.5% | 1,350,000 | $141.4M | $104.74 | No quote |
| 15 | DHR | DANAHER CORP DEL | 2.96% | - | 1,500,000 | $127.82M | $85.21 | No quote |
| 16 | AMTD | TD AMERITRADE HLDG CORP | 2.38% | Add +2.1% | 3,226,400 | $102.73M | No quote | No quote |
| 17 | MNRO | MONRO MUFFLER BRAKE INC | 2.36% | - | 1,507,930 | $101.86M | $67.55 | No quote |
| 18 | UBNT | UBIQUITI NETWORKS INC | 2.11% | - | 2,680,000 | $90.83M | No quote | No quote |
| 19 | LKQ | LKQ CORP | 1.69% | Add +267.9% | 2,575,000 | $73.03M | $28.36 | No quote |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.24% | Add +30.7% | 411,007 | $53.6M | No quote | No quote |
| 21 | AMTPRB | AMERICAN TOWER CORP NEW | 1.15% | Add +3.2% | 515,984 | $49.65M | No quote | No quote |
| 22 | LPLA | LPL FINL HLDGS INC | 0.69% | Reduce -43.1% | 750,500 | $29.85M | $39.77 | No quote |
| 23 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.63% | - | 145,500 | $27.07M | No quote | No quote |
| 24 | PRMW | PRIMO WTR CORP | 0.30% | - | 1,726,613 | $13.04M | No quote | No quote |
| 25 | AIGWS | AMERICAN INTL GROUP INC | 0.27% | Add +239.9% | 509,800 | $11.57M | No quote | No quote |
| 26 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.24% | Add +23.3% | 53 | $10.35M | No quote | No quote |
| 27 | AMTWP | AMERICAN TOWER CORP NEW | 0.23% | - | 100,000 | $9.89M | No quote | No quote |
| 28 | ANSS | ANSYS INC | 0.20% | - | 100,300 | $8.84M | No quote | No quote |
| 29 | ALRM | ALARM COM HLDGS INC | 0.11% | - | 400,000 | $4.66M | $11.66 | No quote |
| 30 | BACWSA | BANK OF AMERICA CORPORATION | 0.10% | - | 732,890 | $4.2M | No quote | No quote |
| 31 | WMIH | WMIH Corp | 0.09% | New | 1,500,000 | $3.9M | No quote | No quote |
| 32 | LAMR | LAMAR ADVERTISING CO | 0.07% | Reduce -18.0% | 55,000 | $2.87M | $52.18 | No quote |
| 33 | CCIPRAZZZZ | CROWN CASTLE INTL CORP | 0.05% | - | 20,000 | $2.04M | No quote | No quote |
| 34 | CSX | CSX CORP | 0.03% | - | 40,695 | $1.1M | $26.91 | No quote |
| 35 | AAIC | ARLINGTON ASSET INVT CORP | 0.00% | - | 10,000 | $140K | No quote | No quote |
| 38 | WMB | WILLIAMS COS INC DEL | - | Sold | 0 | $0 | No quote | No quote |
| 37 | NSH | NUSTAR GP HOLDINGS LLC | - | Sold | 0 | $0 | No quote | No quote |
| 36 | NLY | ANNALY CAP MGMT INC | - | Sold | 0 | $0 | No quote | No quote |