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 15 of 26 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 13.41% | Add +0.0% | 6,792,187 | $969.04M | $142.67 | No quote |
| 2 | MCO | MOODYS CORP | 11.62% | Add +0.1% | 5,686,967 | $839.45M | $147.61 | No quote |
| 3 | MA | MASTERCARD INC | 11.16% | Add +0.1% | 5,329,057 | $806.61M | $151.36 | No quote |
| 4 | MKL | MARKEL CORP | 8.10% | Add +0.1% | 513,923 | $585.43M | $1139.13 | No quote |
| 5 | V | VISA INC | 7.71% | - | 4,889,020 | $557.45M | $114.02 | No quote |
| 6 | DLTR | DOLLAR TREE INC | 7.19% | Add +0.1% | 4,840,619 | $519.45M | $107.31 | No quote |
| 7 | ORLY | O REILLY AUTOMOTIVE INC NEW | 6.31% | Add +0.1% | 1,894,595 | $455.73M | $240.54 | No quote |
| 8 | ROP | ROPER INDS INC NEW | 5.57% | Add +0.1% | 1,555,441 | $402.86M | $259.00 | No quote |
| 9 | SBAC | SBA COMMUNICATIONS CORP | 5.57% | - | 2,465,000 | $402.68M | $163.36 | No quote |
| 10 | KMX | CARMAX INC | 4.57% | Reduce -0.0% | 5,153,910 | $330.52M | $64.13 | No quote |
| 11 | ESGR | ENSTAR GROUP LIMITED | 4.02% | Add +0.1% | 1,446,996 | $290.48M | No quote | No quote |
| 12 | VRSK | VERISK ANALYTICS INC | 3.43% | Reduce -0.0% | 2,580,065 | $247.69M | $96.00 | No quote |
| 13 | UBNT | UBIQUITI NETWORKS INC | 2.63% | - | 2,680,000 | $190.33M | No quote | No quote |
| 14 | DHR | DANAHER CORP DEL | 2.13% | - | 1,655,300 | $153.65M | $92.82 | No quote |
| 15 | AMTD | TD AMERITRADE HLDG CORP | 2.10% | - | 2,967,500 | $151.73M | No quote | No quote |
| 16 | LKQ | LKQ CORP | 1.77% | - | 3,150,000 | $128.11M | $40.67 | No quote |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.79% | Add +0.3% | 288,137 | $57.12M | No quote | No quote |
| 18 | AMTPRB | AMERICAN TOWER CORP NEW | 0.55% | Reduce -0.2% | 313,782 | $39.46M | No quote | No quote |
| 19 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.42% | - | 145,500 | $30.07M | No quote | No quote |
| 20 | PRMW | PRIMO WTR CORP | 0.33% | Add +12.2% | 1,913,220 | $24.05M | No quote | No quote |
| 21 | ALRM | ALARM COM HLDGS INC | 0.24% | Add +16.7% | 466,698 | $17.62M | $37.75 | No quote |
| 22 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.17% | - | 42 | $12.5M | No quote | No quote |
| 23 | BOC | BOSTON OMAHA CORP | 0.16% | - | 350,000 | $11.34M | No quote | No quote |
| 24 | LAMR | LAMAR ADVERTISING CO | 0.05% | - | 48,530 | $3.6M | $74.24 | No quote |
| 26 | MNRO | MONRO MUFFLER BRAKE INC | - | Sold | 0 | $0 | No quote | No quote |
| 25 | CSX | CSX CORP | - | Sold | 0 | $0 | No quote | No quote |