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 16 of 25 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 14.15% | Reduce -0.0% | 7,067,428 | $1.12B | $158.19 | No quote |
| 2 | MA | MASTERCARD INC | 12.72% | Reduce 0.0% | 5,327,015 | $1B | $188.65 | No quote |
| 3 | MCO | MOODYS CORP | 10.07% | Add +0.0% | 5,681,771 | $795.68M | $140.04 | No quote |
| 4 | ORLY | O REILLY AUTOMOTIVE INC NEW | 8.22% | Reduce -0.0% | 1,887,165 | $649.81M | $344.33 | No quote |
| 5 | V | VISA INC | 8.16% | - | 4,887,270 | $644.83M | $131.94 | No quote |
| 6 | MKL | MARKEL CORP | 6.74% | Reduce 0.0% | 513,070 | $532.59M | $1038.05 | No quote |
| 7 | DLTR | DOLLAR TREE INC | 5.81% | Reduce 0.0% | 5,085,935 | $459.36M | $90.32 | No quote |
| 8 | ROP | ROPER INDS INC NEW | 5.29% | Add +0.5% | 1,567,164 | $417.68M | $266.52 | No quote |
| 9 | SBAC | SBA COMMUNICATIONS CORP | 5.05% | - | 2,465,000 | $399.06M | $161.89 | No quote |
| 10 | KMX | CARMAX INC | 4.59% | Add +9.9% | 5,777,181 | $362.4M | $62.73 | No quote |
| 11 | VRSK | VERISK ANALYTICS INC | 3.51% | - | 2,543,442 | $277.34M | $109.04 | No quote |
| 12 | UBNT | UBIQUITI NETWORKS INC | 3.37% | - | 2,680,000 | $266.42M | No quote | No quote |
| 13 | KKR | KKR & CO L P DEL | 3.14% | Add +26.5% | 12,652,100 | $248.36M | $19.63 | No quote |
| 14 | DHR | DANAHER CORP DEL | 2.16% | - | 1,655,300 | $170.7M | $103.12 | No quote |
| 15 | AMTD | TD AMERITRADE HLDG CORP | 2.08% | Add +12.9% | 3,350,000 | $164.02M | No quote | No quote |
| 16 | ESGR | ENSTAR GROUP LIMITED | 1.90% | Reduce -23.6% | 894,216 | $149.84M | No quote | No quote |
| 17 | FOCS | FOCUS FINL PARTNERS INC | 0.99% | Add +8.0% | 2,970,000 | $78.2M | No quote | No quote |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.74% | Reduce -0.0% | 286,046 | $58.41M | No quote | No quote |
| 19 | PRMW | PRIMO WTR CORP | 0.50% | Add +0.1% | 2,845,220 | $39.86M | No quote | No quote |
| 20 | ALRM | ALARM COM HLDGS INC | 0.39% | - | 600,770 | $31.16M | $51.87 | No quote |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.16% | - | 42 | $12.85M | No quote | No quote |
| 22 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.12% | - | 65,848 | $9.84M | No quote | No quote |
| 23 | BOC | BOSTON OMAHA CORP | 0.07% | Reduce -8.1% | 242,396 | $5.67M | No quote | No quote |
| 24 | LAMR | LAMAR ADVERTISING CO | 0.04% | - | 48,530 | $3.36M | $69.17 | No quote |
| 25 | GSHD | GOOSEHEAD INS INC | 0.00% | New | 11,831 | $311K | $26.29 | No quote |