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.
Get email alerts when Chuck Akre files a new 13F — sign in or create a free account.
Live quotes available for 20 of 35 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 13.91% | Reduce -0.2% | 6,302,526 | $729.64M | $115.77 | No quote |
| 2 | MKL | MARKEL CORP | 9.32% | Reduce -0.1% | 515,065 | $488.67M | $948.75 | No quote |
| 3 | MA | MASTERCARD INC | 8.55% | Reduce -0.1% | 4,708,638 | $448.45M | $95.24 | No quote |
| 4 | MCO | MOODYS CORP | 8.17% | Add +0.6% | 4,040,757 | $428.36M | $106.01 | No quote |
| 5 | DLTR | DOLLAR TREE INC | 7.69% | Reduce -0.0% | 4,186,745 | $403.14M | $96.29 | No quote |
| 6 | KMX | CARMAX INC | 5.51% | Add +14.8% | 4,958,266 | $288.87M | $58.26 | No quote |
| 7 | V | VISA INC | 5.38% | Add +58.1% | 3,615,080 | $282.16M | $78.05 | No quote |
| 8 | ROP | ROPER INDS INC NEW | 5.07% | Add +19.0% | 1,561,241 | $265.97M | $170.36 | No quote |
| 9 | ESGR | ENSTAR GROUP LIMITED | 4.61% | Reduce -0.1% | 1,451,010 | $241.72M | No quote | No quote |
| 10 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.58% | Reduce -0.1% | 827,090 | $240.38M | $290.63 | No quote |
| 11 | VRSK | VERISK ANALYTICS INC | 4.21% | Reduce -0.0% | 2,586,228 | $220.55M | $85.28 | No quote |
| 12 | SBAC | SBA COMMUNICATIONS CORP | 4.09% | - | 1,865,000 | $214.48M | $115.00 | No quote |
| 13 | CFX | COLFAX CORP | 3.42% | Reduce -20.0% | 6,100,000 | $179.1M | No quote | No quote |
| 14 | DHR | DANAHER CORP DEL | 2.33% | - | 1,500,000 | $122.16M | $81.44 | No quote |
| 15 | LKQ | LKQ CORP | 2.33% | Add +4.4% | 3,550,000 | $122.08M | $34.39 | No quote |
| 16 | UBNT | UBIQUITI NETWORKS INC | 2.29% | - | 2,680,000 | $119.85M | No quote | No quote |
| 17 | MNRO | MONRO MUFFLER BRAKE INC | 1.80% | - | 1,507,930 | $94.43M | $62.62 | No quote |
| 18 | AMTD | TD AMERITRADE HLDG CORP | 1.72% | - | 2,967,500 | $90.09M | No quote | No quote |
| 19 | AMTPRB | AMERICAN TOWER CORP NEW | 1.09% | Reduce -0.2% | 515,032 | $56.99M | No quote | No quote |
| 20 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.06% | Reduce -0.3% | 385,679 | $55.64M | $144.27 | No quote |
| 21 | FTV | FORTIVE CORP | 0.69% | New | 750,000 | $36.16M | $48.21 | No quote |
| 22 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.53% | - | 145,500 | $27.79M | No quote | No quote |
| 23 | PRMW | PRIMO WTR CORP | 0.38% | - | 1,679,313 | $20.12M | No quote | No quote |
| 24 | ALRM | ALARM COM HLDGS INC | 0.22% | - | 400,000 | $11.49M | $28.73 | No quote |
| 25 | AMTWP | AMERICAN TOWER CORP NEW | 0.21% | - | 100,000 | $11.26M | No quote | No quote |
| 26 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.21% | - | 52 | $11.23M | $216000.00 | No quote |
| 27 | ANSS | ANSYS INC | 0.17% | - | 100,300 | $8.96M | No quote | No quote |
| 28 | DLTH | DULUTH HLDGS INC | 0.17% | - | 350,000 | $8.68M | No quote | No quote |
| 29 | WMIH | WMIH Corp | 0.07% | - | 1,500,000 | $3.63M | No quote | No quote |
| 30 | LAMR | LAMAR ADVERTISING CO | 0.06% | Reduce -5.2% | 49,297 | $3.35M | $67.85 | No quote |
| 31 | BACWSA | BANK OF AMERICA CORPORATION | 0.06% | - | 732,890 | $2.9M | No quote | No quote |
| 32 | CCIPRA | CROWN CASTLE INTL CORP | 0.04% | - | 20,000 | $2.3M | No quote | No quote |
| 33 | AIGWS | AMERICAN INTL GROUP INC | 0.04% | Reduce -29.6% | 103,628 | $2.06M | No quote | No quote |
| 34 | CSX | CSX CORP | 0.02% | - | 38,781 | $1.1M | $28.31 | No quote |
| 35 | AAIC | ARLINGTON ASSET INVT CORP | - | Sold | 0 | $0 | No quote | No quote |