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
- +11.96%
- 1-year
- -10.46%
- 3-year
- +31.87%
- 5-year
- +22.32%
- 3-year vs S&P 500
- -42.34%
- 5-year vs S&P 500
- -51.78%
- 5-year top 5
- +39.44%
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 29 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INC | 14.22% | Reduce -0.2% | 5,867,210 | $2.09B | $356.05 | |
| 2 | MCO | MOODYS CORP | 11.44% | Reduce -0.1% | 5,625,845 | $1.68B | $298.61 | |
| 3 | AMT | AMERICAN TOWER CORP NEW | 11.42% | Reduce -1.6% | 7,016,902 | $1.68B | $239.06 | |
| 4 | V | VISA INC | 7.56% | Add +0.0% | 5,244,738 | $1.11B | $211.73 | |
| 5 | KMX | CARMAX INC | 6.43% | Reduce -4.9% | 7,113,557 | $943.68M | $132.66 | |
| 6 | CSGP | COSTAR GROUP INC | 5.47% | Add +1.1% | 976,760 | $802.79M | $821.89 | |
| 7 | ORLY | O REILLY AUTOMOTIVE INC NEW | 5.46% | Reduce -14.0% | 1,581,854 | $802.4M | $507.25 | |
| 8 | ADBE | ADOBE INC | 4.95% | Add +34.2% | 1,529,870 | $727.25M | $475.37 | |
| 9 | KKR | KKR & CO L P DEL | 4.90% | Add +0.1% | 14,733,824 | $719.75M | $48.85 | |
| 10 | ROP | ROPER INDS INC NEW | 4.77% | Reduce -9.3% | 1,735,458 | $699.98M | $403.34 | |
| 11 | SBAC | SBA COMMUNICATIONS CORP | 4.32% | Reduce -7.3% | 2,285,126 | $634.24M | $277.55 | |
| 12 | BAM | BROOKFIELD ASSET MGMT INC | 3.95% | Reduce 0.0% | 13,040,095 | $580.28M | $44.50 | No quote |
| 13 | LYV | LIVE NATION ENTERTAINMENT IN | 3.15% | - | 5,469,400 | $462.99M | $84.65 | |
| 14 | VRSK | VERISK ANALYTICS INC | 2.94% | Reduce -0.1% | 2,447,186 | $432.39M | $176.69 | |
| 15 | DLTR | DOLLAR TREE INC | 2.80% | Reduce -20.7% | 3,588,186 | $410.7M | $114.46 | |
| 16 | DHR | DANAHER CORP DEL | 2.54% | - | 1,655,300 | $372.58M | $225.08 | |
| 17 | ANSS | ANSYS INC | 1.41% | - | 609,764 | $207.05M | No quote | No quote |
| 18 | ALRM | ALARM COM HLDGS INC | 1.16% | Reduce -0.2% | 1,978,658 | $170.92M | $86.38 | |
| 19 | CLNY | COLONY CAP INC NEW | 0.46% | Reduce -1.9% | 10,504,800 | $68.07M | No quote | No quote |
| 20 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.30% | - | 500,000 | $43.5M | $87.00 | |
| 21 | GSHD | GOOSEHEAD INS INC | 0.18% | - | 243,366 | $26.08M | $107.18 | |
| 22 | MKL | MARKEL CORP | 0.11% | Reduce -95.6% | 13,646 | $15.55M | $1139.60 | |
| 23 | TDUP | THREDUP INC | 0.03% | New | 200,000 | $4.67M | $23.33 | |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.03% | Reduce -3.6% | 17,949 | $4.59M | $255.45 | |
| 29 | TTD | THE TRADE DESK INC | - | Sold | 0 | $0 | No quote | No quote |
| 28 | PRMW | PRIMO WTR CORP | - | Sold | 0 | $0 | No quote | No quote |
| 27 | LAMR | LAMAR ADVERTISING CO | - | Sold | 0 | $0 | No quote | No quote |
| 26 | DSGX | DESCARTES SYS GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 25 | BRK-A | BERKSHIRE HATHAWAY INC DEL | - | Sold | 0 | $0 | No quote | No quote |