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 22 of 28 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INC | 14.18% | Reduce -0.0% | 5,880,205 | $2.1B | $356.94 | |
| 2 | MCO | MOODYS CORP | 11.05% | Reduce -0.0% | 5,632,705 | $1.63B | $290.24 | |
| 3 | AMT | AMERICAN TOWER CORP NEW | 10.82% | Add +1.4% | 7,130,558 | $1.6B | $224.46 | |
| 4 | V | VISA INC | 7.75% | Reduce -0.0% | 5,242,558 | $1.15B | $218.73 | |
| 5 | CSGP | COSTAR GROUP INC | 6.03% | Add +0.8% | 965,961 | $892.82M | $924.28 | |
| 6 | ORLY | O REILLY AUTOMOTIVE INC NEW | 5.63% | Reduce -0.0% | 1,839,744 | $832.61M | $452.57 | |
| 7 | ROP | ROPER INDS INC NEW | 5.57% | Reduce -0.0% | 1,913,007 | $824.68M | $431.09 | |
| 8 | KMX | CARMAX INC | 4.77% | Reduce -0.0% | 7,479,242 | $706.49M | $94.46 | |
| 9 | SBAC | SBA COMMUNICATIONS CORP | 4.70% | - | 2,465,000 | $695.45M | $282.13 | |
| 10 | KKR | KKR & CO L P DEL | 4.03% | Reduce -0.0% | 14,726,448 | $596.27M | $40.49 | |
| 11 | ADBE | ADOBE INC | 3.85% | - | 1,140,000 | $570.14M | $500.12 | |
| 12 | BAM | BROOKFIELD ASSET MGMT INC | 3.64% | Reduce -3.7% | 13,040,575 | $538.19M | $41.27 | No quote |
| 13 | VRSK | VERISK ANALYTICS INC | 3.44% | - | 2,450,461 | $508.69M | $207.59 | |
| 14 | DLTR | DOLLAR TREE INC | 3.30% | Reduce -0.1% | 4,526,552 | $489.05M | $108.04 | |
| 15 | LYV | LIVE NATION ENTERTAINMENT IN | 2.72% | - | 5,469,400 | $401.89M | $73.48 | |
| 16 | DHR | DANAHER CORP DEL | 2.48% | - | 1,655,300 | $367.71M | $222.14 | |
| 17 | MKL | MARKEL CORP | 2.17% | Reduce -34.5% | 310,600 | $320.94M | $1033.30 | |
| 18 | ANSS | ANSYS INC | 1.50% | - | 609,764 | $221.83M | No quote | No quote |
| 19 | ALRM | ALARM COM HLDGS INC | 1.39% | - | 1,981,858 | $205.02M | $103.45 | |
| 20 | CLNY | COLONY CAP INC NEW | 0.35% | - | 10,704,800 | $51.49M | No quote | No quote |
| 21 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.28% | - | 500,000 | $40.89M | $81.77 | |
| 22 | GSHD | GOOSEHEAD INS INC | 0.21% | - | 243,366 | $30.36M | $124.76 | |
| 23 | DSGX | DESCARTES SYS GROUP INC | 0.08% | - | 207,300 | $12.12M | $58.48 | |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.03% | - | 18,614 | $4.32M | No quote | No quote |
| 25 | LAMR | LAMAR ADVERTISING CO | 0.03% | - | 48,530 | $4.04M | $83.23 | |
| 26 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.01% | - | 3 | $1.04M | No quote | No quote |
| 27 | PRMW | PRIMO WTR CORP | 0.00% | Reduce -94.7% | 29,899 | $469K | No quote | No quote |
| 28 | TTD | THE TRADE DESK INC | 0.00% | - | 445 | $356K | No quote | No quote |