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 18 of 34 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 13.71% | Reduce -0.0% | 6,300,836 | $714.07M | $113.33 | No quote |
| 2 | MA | MASTERCARD INC | 9.20% | Reduce -0.0% | 4,707,088 | $479.04M | $101.77 | No quote |
| 3 | MKL | MARKEL CORP | 9.18% | Reduce -0.0% | 514,909 | $478.23M | $928.77 | No quote |
| 4 | MCO | MOODYS CORP | 8.40% | Reduce -0.0% | 4,039,894 | $437.44M | $108.28 | No quote |
| 5 | DLTR | DOLLAR TREE INC | 6.34% | Reduce -0.0% | 4,185,925 | $330.4M | $78.93 | No quote |
| 6 | V | VISA INC | 5.74% | - | 3,615,080 | $298.97M | $82.70 | No quote |
| 7 | ROP | ROPER INDS INC NEW | 5.47% | Reduce -0.0% | 1,560,952 | $284.83M | $182.47 | No quote |
| 8 | KMX | CARMAX INC | 5.08% | - | 4,958,266 | $264.52M | $53.35 | No quote |
| 9 | ESGR | ENSTAR GROUP LIMITED | 4.58% | Reduce -0.0% | 1,450,375 | $238.54M | No quote | No quote |
| 10 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.45% | Reduce -0.1% | 826,648 | $231.55M | $280.11 | No quote |
| 11 | VRSK | VERISK ANALYTICS INC | 4.04% | Reduce -0.0% | 2,585,913 | $210.18M | $81.28 | No quote |
| 12 | SBAC | SBA COMMUNICATIONS CORP | 4.02% | - | 1,865,000 | $209.18M | $112.16 | No quote |
| 13 | CFX | COLFAX CORP | 3.68% | - | 6,100,000 | $191.72M | No quote | No quote |
| 14 | UBNT | UBIQUITI NETWORKS INC | 2.75% | - | 2,680,000 | $143.38M | No quote | No quote |
| 15 | LKQ | LKQ CORP | 2.42% | - | 3,550,000 | $125.88M | $35.46 | No quote |
| 16 | DHR | DANAHER CORP DEL | 2.26% | - | 1,500,000 | $117.59M | $78.39 | No quote |
| 17 | AMTD | TD AMERITRADE HLDG CORP | 2.01% | - | 2,967,500 | $104.58M | No quote | No quote |
| 18 | MNRO | MONRO MUFFLER BRAKE INC | 1.77% | - | 1,507,930 | $92.24M | $61.17 | No quote |
| 19 | AMTPRB | AMERICAN TOWER CORP NEW | 1.08% | Reduce -0.1% | 514,732 | $56.41M | No quote | No quote |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.07% | Reduce -0.1% | 385,414 | $55.68M | No quote | No quote |
| 21 | FTV | FORTIVE CORP | 0.73% | - | 750,000 | $38.18M | $50.90 | No quote |
| 22 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.52% | - | 145,500 | $26.89M | No quote | No quote |
| 23 | PRMW | PRIMO WTR CORP | 0.39% | - | 1,679,313 | $20.37M | No quote | No quote |
| 24 | ALRM | ALARM COM HLDGS INC | 0.22% | - | 400,000 | $11.54M | $28.86 | No quote |
| 25 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.22% | - | 52 | $11.24M | No quote | No quote |
| 26 | AMTWP | AMERICAN TOWER CORP NEW | 0.21% | - | 100,000 | $11.15M | No quote | No quote |
| 27 | DLTH | DULUTH HLDGS INC | 0.18% | - | 350,000 | $9.28M | No quote | No quote |
| 28 | WMIH | WMIH Corp | 0.07% | - | 1,500,000 | $3.51M | No quote | No quote |
| 29 | BACWSA | BANK OF AMERICA CORPORATION | 0.07% | - | 732,890 | $3.39M | No quote | No quote |
| 30 | LAMR | LAMAR ADVERTISING CO | 0.06% | - | 49,297 | $3.22M | $65.32 | No quote |
| 31 | CCIPRAZZZZ | CROWN CASTLE INTL CORP | 0.04% | - | 20,000 | $2.26M | No quote | No quote |
| 32 | AIGWS | AMERICAN INTL GROUP INC | 0.04% | - | 103,628 | $2.2M | No quote | No quote |
| 33 | CSX | CSX CORP | 0.02% | - | 38,781 | $1.18M | $30.48 | No quote |
| 34 | ANSS | ANSYS INC | - | Sold | 0 | $0 | No quote | No quote |