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 28 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 13.56% | Reduce -0.3% | 6,790,527 | $928.13M | $136.68 | No quote |
| 2 | MCO | MOODYS CORP | 11.56% | Reduce -0.3% | 5,684,286 | $791.31M | $139.21 | No quote |
| 3 | MA | MASTERCARD INC | 10.99% | Reduce -0.4% | 5,325,084 | $751.9M | $141.20 | No quote |
| 4 | MKL | MARKEL CORP | 8.01% | Reduce -0.5% | 513,348 | $548.25M | $1067.98 | No quote |
| 5 | V | VISA INC | 7.52% | - | 4,889,020 | $514.52M | $105.24 | No quote |
| 6 | DLTR | DOLLAR TREE INC | 6.14% | Reduce -0.1% | 4,837,794 | $420.02M | $86.82 | No quote |
| 7 | ORLY | O REILLY AUTOMOTIVE INC NEW | 5.96% | Add +58.7% | 1,893,626 | $407.83M | $215.37 | No quote |
| 8 | KMX | CARMAX INC | 5.71% | Reduce -0.3% | 5,154,513 | $390.76M | $75.81 | No quote |
| 9 | ROP | ROPER INDS INC NEW | 5.53% | Reduce -0.8% | 1,554,366 | $378.33M | $243.40 | No quote |
| 10 | SBAC | SBA COMMUNICATIONS CORP | 5.19% | - | 2,465,000 | $355.08M | $144.05 | No quote |
| 11 | ESGR | ENSTAR GROUP LIMITED | 4.70% | Reduce -0.8% | 1,445,300 | $321.36M | No quote | No quote |
| 12 | VRSK | VERISK ANALYTICS INC | 3.14% | Reduce -0.9% | 2,580,946 | $214.71M | $83.19 | No quote |
| 13 | UBNT | UBIQUITI NETWORKS INC | 2.19% | - | 2,680,000 | $150.13M | No quote | No quote |
| 14 | AMTD | TD AMERITRADE HLDG CORP | 2.12% | - | 2,967,500 | $144.81M | No quote | No quote |
| 15 | DHR | DANAHER CORP DEL | 2.08% | - | 1,655,300 | $141.99M | $85.78 | No quote |
| 16 | LKQ | LKQ CORP | 1.66% | Reduce -11.3% | 3,150,000 | $113.37M | $35.99 | No quote |
| 17 | MNRO | MONRO MUFFLER BRAKE INC | 1.31% | Reduce -1.4% | 1,600,000 | $89.68M | $56.05 | No quote |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.77% | Reduce -26.5% | 287,403 | $52.69M | No quote | No quote |
| 19 | AMTPRB | AMERICAN TOWER CORP NEW | 0.56% | Reduce -38.9% | 314,457 | $38.39M | No quote | No quote |
| 20 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.45% | - | 145,500 | $30.9M | No quote | No quote |
| 21 | PRMW | PRIMO WTR CORP | 0.30% | Add +1.6% | 1,705,868 | $20.22M | No quote | No quote |
| 22 | ALRM | ALARM COM HLDGS INC | 0.26% | - | 400,000 | $18.07M | $45.18 | No quote |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.17% | - | 42 | $11.54M | No quote | No quote |
| 24 | BOC | BOSTON OMAHA CORP | 0.08% | - | 350,000 | $5.43M | No quote | No quote |
| 25 | LAMR | LAMAR ADVERTISING CO | 0.05% | - | 48,530 | $3.33M | $68.53 | No quote |
| 26 | CSX | CSX CORP | 0.00% | - | 4,899 | $266K | $54.30 | No quote |
| 28 | WMIH | WMIH Corp | - | Sold | 0 | $0 | No quote | No quote |
| 27 | BACWSA | BANK AMER CORP | - | Sold | 0 | $0 | No quote | No quote |