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 23 of 28 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 14.90% | Reduce -2.0% | 7,041,629 | $1.53B | $217.75 | |
| 2 | MA | MASTERCARD INC | 13.58% | Add +8.6% | 5,786,287 | $1.4B | $241.56 | |
| 3 | MCO | MOODYS CORP | 11.58% | Reduce -0.8% | 5,638,341 | $1.19B | $211.50 | |
| 4 | V | VISA INC | 8.21% | Add +7.3% | 5,243,370 | $844.81M | $161.12 | |
| 5 | SBAC | SBA COMMUNICATIONS CORP | 6.46% | - | 2,465,000 | $665.48M | $269.97 | |
| 6 | ORLY | O REILLY AUTOMOTIVE INC NEW | 5.39% | Reduce -2.3% | 1,842,974 | $554.83M | $301.05 | |
| 7 | ROP | ROPER INDS INC NEW | 5.17% | Add +8.8% | 1,705,110 | $531.67M | $311.81 | |
| 8 | MKL | MARKEL CORP | 4.48% | Reduce -3.0% | 497,391 | $461.52M | $927.89 | |
| 9 | KMX | CARMAX INC | 4.28% | Add +21.4% | 8,190,371 | $440.89M | $53.83 | |
| 10 | ADBE | ADOBE INC | 3.52% | New | 1,140,000 | $362.79M | $318.24 | |
| 11 | VRSK | VERISK ANALYTICS INC | 3.32% | Reduce -3.7% | 2,449,047 | $341.35M | $139.38 | |
| 12 | DLTR | DOLLAR TREE INC | 3.25% | Reduce -10.5% | 4,552,230 | $334.45M | $73.47 | |
| 13 | KKR | KKR & CO L P DEL | 3.23% | Add +11.2% | 14,187,536 | $332.98M | $23.47 | |
| 14 | BAM | BROOKFIELD ASSET MGMT INC | 3.09% | Add +15.1% | 7,194,000 | $318.33M | $44.25 | No quote |
| 15 | CSGP | COSTAR GROUP INC | 2.50% | Add +75.3% | 438,312 | $257.38M | $587.21 | |
| 16 | LYV | LIVE NATION ENTERTAINMENT IN | 2.42% | New | 5,481,238 | $249.18M | $45.46 | |
| 17 | DHR | DANAHER CORP DEL | 2.23% | - | 1,655,300 | $229.11M | $138.41 | |
| 18 | ANSS | ANSYS INC | 1.06% | Add +186.2% | 468,656 | $108.95M | No quote | No quote |
| 19 | ALRM | ALARM COM HLDGS INC | 0.67% | Add +10.2% | 1,771,470 | $68.93M | $38.91 | |
| 20 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.23% | Add +369.8% | 500,000 | $23.17M | $46.34 | |
| 21 | PRMW | PRIMO WTR CORP | 0.14% | Reduce -50.9% | 1,580,878 | $14.32M | No quote | No quote |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.08% | Reduce -83.5% | 47,216 | $8.63M | No quote | No quote |
| 23 | GSHD | GOOSEHEAD INS INC | 0.07% | - | 172,168 | $7.68M | $44.63 | |
| 24 | DSGX | DESCARTES SYS GROUP INC | 0.07% | Add +314.6% | 207,300 | $7.13M | $34.39 | |
| 25 | CLNY | COLONY CAP INC NEW | 0.03% | Add +14883.8% | 1,498,382 | $2.62M | No quote | No quote |
| 26 | LAMR | LAMAR ADVERTISING CO | 0.02% | - | 48,530 | $2.49M | $51.29 | |
| 27 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.01% | Reduce -92.9% | 3 | $816K | No quote | No quote |
| 28 | MAR | MARRIOTT INTL INC NEW | 0.01% | New | 7,500 | $561K | $74.80 |