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 | 14.90% | Reduce 0.0% | 7,186,528 | $1.47B | $204.45 | No quote |
| 2 | MA | MASTERCARD INC | 14.29% | Reduce -0.0% | 5,327,599 | $1.41B | $264.53 | No quote |
| 3 | MCO | MOODYS CORP | 11.25% | Reduce 0.0% | 5,682,156 | $1.11B | $195.31 | No quote |
| 4 | V | VISA INC | 8.60% | - | 4,887,270 | $848.19M | $173.55 | No quote |
| 5 | ORLY | O REILLY AUTOMOTIVE INC NEW | 7.07% | Reduce -0.0% | 1,887,238 | $697M | $369.32 | No quote |
| 6 | ROP | ROPER INDS INC NEW | 5.82% | Reduce -0.0% | 1,567,314 | $574.04M | $366.26 | No quote |
| 7 | MKL | MARKEL CORP | 5.67% | Reduce -0.0% | 513,062 | $559.03M | $1089.60 | No quote |
| 8 | SBAC | SBA COMMUNICATIONS CORP | 5.62% | - | 2,465,000 | $554.23M | $224.84 | No quote |
| 9 | DLTR | DOLLAR TREE INC | 5.54% | Reduce 0.0% | 5,086,395 | $546.23M | $107.39 | No quote |
| 10 | KMX | CARMAX INC | 5.35% | - | 6,077,981 | $527.75M | $86.83 | No quote |
| 11 | VRSK | VERISK ANALYTICS INC | 3.78% | Reduce 0.0% | 2,543,662 | $372.55M | $146.46 | No quote |
| 12 | KKR | KKR & CO L P DEL | 3.27% | - | 12,753,600 | $322.28M | $25.27 | No quote |
| 13 | UBNT | UBIQUITI NETWORKS INC | 2.82% | Reduce -21.2% | 2,111,375 | $277.65M | No quote | No quote |
| 14 | DHR | DANAHER CORP DEL | 2.40% | - | 1,655,300 | $236.58M | $142.92 | No quote |
| 15 | AMTD | TD AMERITRADE HLDG CORP | 1.70% | - | 3,350,000 | $167.23M | No quote | No quote |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.62% | Reduce -0.0% | 286,129 | $60.99M | No quote | No quote |
| 17 | PRMW | PRIMO WTR CORP | 0.38% | Add +6.7% | 3,049,100 | $37.5M | No quote | No quote |
| 18 | ALRM | ALARM COM HLDGS INC | 0.33% | - | 600,770 | $32.14M | $53.50 | No quote |
| 19 | ESGR | ENSTAR GROUP LIMITED | 0.24% | Reduce -70.0% | 136,400 | $23.77M | No quote | No quote |
| 20 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.14% | - | 42 | $13.37M | No quote | No quote |
| 21 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.08% | - | 56,694 | $8.04M | No quote | No quote |
| 22 | BOC | BOSTON OMAHA CORP | 0.06% | - | 242,396 | $5.61M | No quote | No quote |
| 23 | GSHD | GOOSEHEAD INS INC | 0.05% | Add +164.8% | 101,490 | $4.85M | $47.80 | No quote |
| 24 | LAMR | LAMAR ADVERTISING CO | 0.04% | - | 48,530 | $3.92M | $80.71 | No quote |
| 25 | FOCS | FOCUS FINL PARTNERS INC | - | Sold | 0 | $0 | No quote | No quote |