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 22 of 35 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 12.99% | Add +6.4% | 6,701,490 | $708.21M | $105.68 | No quote |
| 2 | MA | MASTERCARD INC | 8.91% | Reduce -0.1% | 4,701,391 | $485.42M | $103.25 | No quote |
| 3 | MKL | MARKEL CORP | 8.53% | Reduce -0.2% | 513,939 | $464.86M | $904.50 | No quote |
| 4 | MCO | MOODYS CORP | 8.06% | Add +15.4% | 4,660,664 | $439.36M | $94.27 | No quote |
| 5 | KMX | CARMAX INC | 6.09% | Add +4.0% | 5,157,481 | $332.09M | $64.39 | No quote |
| 6 | DLTR | DOLLAR TREE INC | 5.93% | Add +0.0% | 4,186,715 | $323.13M | $77.18 | No quote |
| 7 | ESGR | ENSTAR GROUP LIMITED | 5.25% | Reduce -0.2% | 1,447,760 | $286.22M | No quote | No quote |
| 8 | ROP | ROPER INDS INC NEW | 5.24% | Reduce -0.1% | 1,559,542 | $285.52M | $183.08 | No quote |
| 9 | V | VISA INC | 5.18% | Add +0.2% | 3,621,940 | $282.58M | $78.02 | No quote |
| 10 | SBAC | SBA COMMUNICATIONS CORP | 4.67% | Add +32.2% | 2,465,000 | $254.54M | $103.26 | No quote |
| 11 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.21% | Reduce -0.3% | 823,873 | $229.37M | $278.41 | No quote |
| 12 | VRSK | VERISK ANALYTICS INC | 3.85% | Reduce -0.1% | 2,584,593 | $209.79M | $81.17 | No quote |
| 13 | CFX | COLFAX CORP | 3.10% | Reduce -22.9% | 4,700,000 | $168.87M | No quote | No quote |
| 14 | UBNT | UBIQUITI NETWORKS INC | 2.84% | - | 2,680,000 | $154.9M | No quote | No quote |
| 15 | AMTD | TD AMERITRADE HLDG CORP | 2.37% | - | 2,967,500 | $129.38M | No quote | No quote |
| 16 | DHR | DANAHER CORP DEL | 2.36% | Add +10.3% | 1,655,300 | $128.85M | $77.84 | No quote |
| 17 | DG | DOLLAR GEN CORP NEW | 2.04% | New | 1,500,000 | $111.11M | $74.07 | No quote |
| 18 | LKQ | LKQ CORP | 2.00% | - | 3,550,000 | $108.81M | $30.65 | No quote |
| 19 | MNRO | MONRO MUFFLER BRAKE INC | 1.60% | Add +1.0% | 1,522,630 | $87.09M | $57.20 | No quote |
| 20 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.15% | Reduce -0.4% | 383,889 | $62.57M | $162.98 | No quote |
| 21 | AMTPRB | AMERICAN TOWER CORP NEW | 0.99% | Add +0.0% | 514,748 | $53.79M | No quote | No quote |
| 22 | FTV | FORTIVE CORP | 0.74% | - | 750,000 | $40.22M | $53.63 | No quote |
| 23 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.56% | - | 145,500 | $30.61M | No quote | No quote |
| 24 | PRMW | PRIMO WTR CORP | 0.38% | - | 1,679,313 | $20.62M | No quote | No quote |
| 25 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.23% | - | 52 | $12.69M | $244115.38 | No quote |
| 26 | ALRM | ALARM COM HLDGS INC | 0.20% | - | 400,000 | $11.13M | $27.83 | No quote |
| 27 | AMTWP | AMERICAN TOWER CORP NEW | 0.19% | - | 100,000 | $10.48M | No quote | No quote |
| 28 | DLTH | DULUTH HLDGS INC | 0.16% | Add +0.4% | 351,400 | $8.93M | No quote | No quote |
| 29 | LAMR | LAMAR ADVERTISING CO | 0.06% | Reduce -1.6% | 48,530 | $3.26M | $67.24 | No quote |
| 30 | AIGWS | AMERICAN INTL GROUP INC | 0.05% | Add +2.0% | 105,728 | $2.48M | No quote | No quote |
| 31 | WMIH | WMIH Corp | 0.04% | Reduce -2.7% | 1,460,000 | $2.26M | No quote | No quote |
| 32 | CSX | CSX CORP | 0.03% | - | 38,781 | $1.39M | $35.92 | No quote |
| 33 | DIS | DISNEY WALT CO | 0.01% | New | 3,891 | $406K | $104.34 | No quote |
| 35 | CCIPRAZZZZ | CROWN CASTLE INTL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 34 | BACWSA | BANK OF AMERICA CORPORATION | - | Sold | 0 | $0 | No quote | No quote |