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 17 of 36 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 13.58% | Add +0.1% | 6,309,016 | $611.66M | $96.95 | No quote |
| 2 | MA | MASTERCARD INC | 10.18% | Add +0.1% | 4,709,033 | $458.47M | $97.36 | No quote |
| 3 | MKL | MARKEL CORP | 10.11% | Add +0.0% | 515,457 | $455.33M | $883.35 | No quote |
| 4 | MCO | MOODYS CORP | 8.15% | Add +1.5% | 3,659,439 | $367.19M | $100.34 | No quote |
| 5 | DLTR | DOLLAR TREE INC | 7.17% | Add +0.9% | 4,184,400 | $323.12M | $77.22 | No quote |
| 6 | ROP | ROPER INDS INC NEW | 5.69% | Add +0.1% | 1,350,018 | $256.22M | $189.79 | No quote |
| 7 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.66% | Reduce 0.0% | 827,766 | $209.77M | $253.42 | No quote |
| 8 | VRSK | VERISK ANALYTICS INC | 4.41% | Add +20.6% | 2,581,579 | $198.47M | $76.88 | No quote |
| 9 | SBAC | SBA COMMUNICATIONS CORP | 4.20% | Add +33.3% | 1,800,000 | $189.13M | $105.07 | No quote |
| 10 | KMX | CARMAX INC | 4.09% | Add +23.2% | 3,417,359 | $184.44M | $53.97 | No quote |
| 11 | V | VISA INC | 3.93% | - | 2,283,240 | $177.07M | $77.55 | No quote |
| 12 | ESGR | ENSTAR GROUP LIMITED | 3.92% | Add +12.1% | 1,176,274 | $176.49M | No quote | No quote |
| 13 | CFX | COLFAX CORP | 3.81% | Add +4.5% | 7,345,908 | $171.53M | No quote | No quote |
| 14 | DHR | DANAHER CORP DEL | 3.09% | - | 1,500,000 | $139.32M | $92.88 | No quote |
| 15 | AMTD | TD AMERITRADE HLDG CORP | 2.29% | Reduce -8.0% | 2,967,500 | $103M | No quote | No quote |
| 16 | MNRO | MONRO MUFFLER BRAKE INC | 2.22% | - | 1,507,930 | $99.86M | $66.22 | No quote |
| 17 | LKQ | LKQ CORP | 2.09% | Add +23.2% | 3,173,100 | $94.02M | $29.63 | No quote |
| 18 | UBNT | UBIQUITI NETWORKS INC | 1.89% | - | 2,680,000 | $84.93M | No quote | No quote |
| 19 | AMTPRB | AMERICAN TOWER CORP NEW | 1.16% | - | 515,984 | $52.11M | No quote | No quote |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.13% | Reduce -6.1% | 386,043 | $50.97M | No quote | No quote |
| 21 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.61% | - | 145,500 | $27.5M | No quote | No quote |
| 22 | PRMW | PRIMO WTR CORP | 0.30% | Reduce -2.7% | 1,679,313 | $13.44M | No quote | No quote |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.23% | Reduce -1.9% | 52 | $10.29M | No quote | No quote |
| 24 | AMTWP | AMERICAN TOWER CORP NEW | 0.23% | - | 100,000 | $10.23M | No quote | No quote |
| 25 | ANSS | ANSYS INC | 0.21% | - | 100,300 | $9.28M | No quote | No quote |
| 26 | ALRM | ALARM COM HLDGS INC | 0.15% | - | 400,000 | $6.67M | $16.68 | No quote |
| 27 | DLTH | DULUTH HLDGS INC | 0.11% | New | 350,000 | $5.11M | No quote | No quote |
| 28 | BACWSA | BANK OF AMERICA CORPORATION | 0.09% | - | 732,890 | $4.27M | No quote | No quote |
| 29 | WMIH | WMIH Corp | 0.09% | - | 1,500,000 | $3.89M | No quote | No quote |
| 30 | AIGWS | AMERICAN INTL GROUP INC | 0.08% | Reduce -71.1% | 147,295 | $3.5M | No quote | No quote |
| 31 | LAMR | LAMAR ADVERTISING CO | 0.07% | - | 55,000 | $3.3M | $59.98 | No quote |
| 32 | CCIPRAZZZZ | CROWN CASTLE INTL CORP | 0.05% | - | 20,000 | $2.15M | No quote | No quote |
| 33 | CSX | CSX CORP | 0.02% | - | 40,695 | $1.06M | $25.95 | No quote |
| 34 | AAIC | ARLINGTON ASSET INVT CORP | 0.00% | - | 10,000 | $132K | No quote | No quote |
| 36 | LPLA | LPL FINL HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 35 | LYV | LIVE NATION ENTERTAINMENT IN | - | Sold | 0 | $0 | No quote | No quote |