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 34 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 13.61% | Add +0.1% | 6,313,375 | $646.3M | $102.37 | No quote |
| 2 | MKL | MARKEL CORP | 9.68% | Add +0.0% | 515,635 | $459.73M | $891.57 | No quote |
| 3 | MA | MASTERCARD INC | 9.38% | Add +0.1% | 4,713,511 | $445.43M | $94.50 | No quote |
| 4 | MCO | MOODYS CORP | 8.17% | Add +9.8% | 4,017,349 | $387.92M | $96.56 | No quote |
| 5 | DLTR | DOLLAR TREE INC | 7.27% | Add +0.1% | 4,188,576 | $345.39M | $82.46 | No quote |
| 6 | ROP | ROPER INDS INC NEW | 5.05% | Reduce -2.8% | 1,311,826 | $239.76M | $182.77 | No quote |
| 7 | ESGR | ENSTAR GROUP LIMITED | 4.97% | Add +23.5% | 1,452,971 | $236.22M | No quote | No quote |
| 8 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.77% | Reduce 0.0% | 827,761 | $226.53M | $273.66 | No quote |
| 9 | KMX | CARMAX INC | 4.65% | Add +26.4% | 4,318,321 | $220.67M | $51.10 | No quote |
| 10 | CFX | COLFAX CORP | 4.59% | Add +3.8% | 7,621,678 | $217.9M | No quote | No quote |
| 11 | VRSK | VERISK ANALYTICS INC | 4.35% | Add +0.2% | 2,586,444 | $206.71M | $79.92 | No quote |
| 12 | SBAC | SBA COMMUNICATIONS CORP | 3.93% | Add +3.6% | 1,865,000 | $186.82M | $100.17 | No quote |
| 13 | V | VISA INC | 3.68% | Add +0.2% | 2,287,080 | $174.92M | $76.48 | No quote |
| 14 | DHR | DANAHER CORP DEL | 3.00% | - | 1,500,000 | $142.29M | $94.86 | No quote |
| 15 | LKQ | LKQ CORP | 2.29% | Add +7.2% | 3,400,000 | $108.56M | $31.93 | No quote |
| 16 | MNRO | MONRO MUFFLER BRAKE INC | 2.27% | - | 1,507,930 | $107.77M | $71.47 | No quote |
| 17 | AMTD | TD AMERITRADE HLDG CORP | 1.97% | - | 2,967,500 | $93.57M | No quote | No quote |
| 18 | UBNT | UBIQUITI NETWORKS INC | 1.88% | - | 2,680,000 | $89.16M | No quote | No quote |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.16% | Add +0.2% | 386,745 | $54.87M | No quote | No quote |
| 20 | AMTPRB | AMERICAN TOWER CORP NEW | 1.12% | - | 515,984 | $53.22M | No quote | No quote |
| 21 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.54% | - | 145,500 | $25.81M | No quote | No quote |
| 22 | PRMW | PRIMO WTR CORP | 0.36% | - | 1,679,313 | $16.94M | No quote | No quote |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.23% | - | 52 | $11.1M | No quote | No quote |
| 24 | AMTWP | AMERICAN TOWER CORP NEW | 0.22% | - | 100,000 | $10.5M | No quote | No quote |
| 25 | ALRM | ALARM COM HLDGS INC | 0.20% | - | 400,000 | $9.48M | $23.70 | No quote |
| 26 | ANSS | ANSYS INC | 0.19% | - | 100,300 | $8.97M | No quote | No quote |
| 27 | DLTH | DULUTH HLDGS INC | 0.14% | - | 350,000 | $6.82M | No quote | No quote |
| 28 | WMIH | WMIH Corp | 0.07% | - | 1,500,000 | $3.51M | No quote | No quote |
| 29 | LAMR | LAMAR ADVERTISING CO | 0.07% | Reduce -5.5% | 51,997 | $3.2M | $61.50 | No quote |
| 30 | BACWSA | BANK OF AMERICA CORPORATION | 0.06% | - | 732,890 | $2.85M | No quote | No quote |
| 31 | AIGWS | AMERICAN INTL GROUP INC | 0.06% | - | 147,295 | $2.75M | No quote | No quote |
| 32 | CCIPRAZZZZ | CROWN CASTLE INTL CORP | 0.05% | - | 20,000 | $2.14M | No quote | No quote |
| 33 | CSX | CSX CORP | 0.02% | Reduce -4.7% | 38,781 | $999K | $25.76 | No quote |
| 34 | AAIC | ARLINGTON ASSET INVT CORP | 0.00% | - | 10,000 | $125K | No quote | No quote |