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 19 of 34 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 14.41% | Reduce -0.3% | 6,294,196 | $715.08M | $113.61 | No quote |
| 2 | MKL | MARKEL CORP | 9.87% | Reduce -0.3% | 514,150 | $489.87M | $952.78 | No quote |
| 3 | MA | MASTERCARD INC | 8.34% | Reduce -0.3% | 4,700,118 | $413.89M | $88.06 | No quote |
| 4 | DLTR | DOLLAR TREE INC | 7.94% | Reduce -0.2% | 4,180,340 | $393.96M | $94.24 | No quote |
| 5 | MCO | MOODYS CORP | 7.62% | Add +0.4% | 4,034,967 | $378.12M | $93.71 | No quote |
| 6 | V | VISA INC | 5.40% | Add +58.1% | 3,615,080 | $268.13M | $74.17 | No quote |
| 7 | ROP | ROPER INDS INC NEW | 5.15% | Add +14.3% | 1,499,141 | $255.69M | $170.56 | No quote |
| 8 | KMX | CARMAX INC | 4.90% | Add +14.8% | 4,958,266 | $243.1M | $49.03 | No quote |
| 9 | ESGR | ENSTAR GROUP LIMITED | 4.72% | Reduce -0.4% | 1,446,559 | $234.33M | No quote | No quote |
| 10 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.50% | Reduce -0.4% | 824,295 | $223.47M | $271.10 | No quote |
| 11 | VRSK | VERISK ANALYTICS INC | 4.22% | Reduce -0.1% | 2,584,998 | $209.59M | $81.08 | No quote |
| 12 | SBAC | SBA COMMUNICATIONS CORP | 4.06% | - | 1,865,000 | $201.31M | $107.94 | No quote |
| 13 | CFX | COLFAX CORP | 3.25% | Reduce -20.0% | 6,100,000 | $161.41M | No quote | No quote |
| 14 | DHR | DANAHER CORP DEL | 3.05% | - | 1,500,000 | $151.5M | $101.00 | No quote |
| 15 | LKQ | LKQ CORP | 2.27% | Add +4.4% | 3,550,000 | $112.54M | $31.70 | No quote |
| 16 | UBNT | UBIQUITI NETWORKS INC | 2.09% | - | 2,680,000 | $103.61M | No quote | No quote |
| 17 | MNRO | MONRO MUFFLER BRAKE INC | 1.93% | - | 1,507,930 | $95.84M | $63.56 | No quote |
| 18 | AMTD | TD AMERITRADE HLDG CORP | 1.70% | - | 2,967,500 | $84.5M | No quote | No quote |
| 19 | AMTPRB | AMERICAN TOWER CORP NEW | 1.17% | Reduce -0.2% | 515,032 | $57.85M | No quote | No quote |
| 20 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.12% | Reduce -0.9% | 383,304 | $55.5M | $144.79 | No quote |
| 21 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.55% | - | 145,500 | $27.42M | No quote | No quote |
| 22 | PRMW | PRIMO WTR CORP | 0.40% | - | 1,679,313 | $19.83M | No quote | No quote |
| 23 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.23% | - | 52 | $11.28M | $216980.77 | No quote |
| 24 | AMTWP | AMERICAN TOWER CORP NEW | 0.23% | - | 100,000 | $11.25M | No quote | No quote |
| 25 | ALRM | ALARM COM HLDGS INC | 0.21% | - | 400,000 | $10.25M | $25.63 | No quote |
| 26 | ANSS | ANSYS INC | 0.18% | - | 100,300 | $9.1M | No quote | No quote |
| 27 | DLTH | DULUTH HLDGS INC | 0.17% | - | 350,000 | $8.56M | No quote | No quote |
| 28 | WMIH | WMIH Corp | 0.07% | - | 1,500,000 | $3.33M | No quote | No quote |
| 29 | LAMR | LAMAR ADVERTISING CO | 0.07% | Reduce -5.2% | 49,297 | $3.27M | $66.29 | No quote |
| 30 | BACWSA | BANK OF AMERICA CORPORATION | 0.05% | - | 732,890 | $2.55M | No quote | No quote |
| 31 | CCIPRA | CROWN CASTLE INTL CORP | 0.05% | - | 20,000 | $2.42M | No quote | No quote |
| 32 | AIGWS | AMERICAN INTL GROUP INC | 0.04% | Reduce -29.6% | 103,628 | $1.94M | No quote | No quote |
| 33 | CSX | CSX CORP | 0.02% | - | 38,781 | $1.01M | $26.07 | No quote |
| 34 | AAIC | ARLINGTON ASSET INVT CORP | - | Sold | 0 | $0 | No quote | No quote |