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 21 of 32 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INC | 13.19% | Reduce -0.1% | 5,866,510 | $2.14B | $365.09 | |
| 2 | MCO | MOODYS CORP | 12.55% | Reduce -0.0% | 5,625,255 | $2.04B | $362.37 | |
| 3 | AMT | AMERICAN TOWER CORP NEW | 11.67% | Reduce -1.5% | 7,016,262 | $1.9B | $270.14 | |
| 4 | V | VISA INC | 7.55% | Reduce -0.2% | 5,244,738 | $1.23B | $233.82 | |
| 5 | KMX | CARMAX INC | 5.66% | Reduce -0.0% | 7,113,107 | $918.66M | $129.15 | |
| 6 | ADBE | ADOBE INC | 5.52% | Add +0.0% | 1,530,090 | $896.08M | $585.64 | |
| 7 | ORLY | O REILLY AUTOMOTIVE INC NEW | 5.51% | Reduce -0.1% | 1,581,514 | $895.47M | $566.21 | |
| 8 | KKR | KKR & CO L P DEL | 5.38% | Reduce -0.0% | 14,732,744 | $872.77M | $59.24 | |
| 9 | CSGP | COSTAR GROUP INC | 4.98% | Reduce -0.0%10:1 split | 9,767,600 | $808.95M | $82.82 | |
| 10 | ROP | ROPER INDS INC NEW | 4.82% | Reduce -4.1% | 1,665,028 | $782.9M | $470.20 | |
| 11 | CRM | SALESFORCE COM INC | 4.21% | New | 2,800,000 | $683.96M | $244.27 | |
| 12 | BAM | BROOKFIELD ASSET MGMT INC | 4.09% | - | 13,040,095 | $664.78M | $50.98 | No quote |
| 13 | SBAC | SBA COMMUNICATIONS CORP | 3.79% | Reduce -15.5% | 1,930,190 | $615.15M | $318.70 | |
| 14 | DHR | DANAHER CORP DEL | 2.74% | - | 1,655,300 | $444.22M | $268.36 | |
| 15 | VRSK | VERISK ANALYTICS INC | 2.63% | Reduce -0.1% | 2,446,916 | $427.53M | $174.72 | |
| 16 | DLTR | DOLLAR TREE INC | 2.20% | Reduce -0.1% | 3,587,666 | $356.97M | $99.50 | |
| 17 | ANSS | ANSYS INC | 1.30% | - | 609,764 | $211.63M | No quote | No quote |
| 18 | ALRM | ALARM COM HLDGS INC | 1.03% | Reduce -0.2% | 1,978,658 | $167.59M | $84.70 | |
| 19 | DBRG | DIGITALBRIDGE GROUP INC | 0.51% | New | 10,504,800 | $82.99M | No quote | No quote |
| 20 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.26% | - | 500,000 | $42.07M | $84.13 | |
| 21 | GSHD | GOOSEHEAD INS INC | 0.23% | Add +20.6% | 293,366 | $37.35M | $127.30 | |
| 22 | MKL | MARKEL CORP | 0.10% | Reduce -2.2% | 13,623 | $16.17M | $1186.74 | |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.03% | Reduce -2.5% | 17,949 | $4.99M | No quote | No quote |
| 24 | BAMR | BROOKFIELD ASSET MGMT REINS | 0.03% | New | 89,922 | $4.68M | No quote | No quote |
| 25 | TDUP | THREDUP INC | 0.00% | Reduce -88.8% | 22,500 | $654K | $29.07 | |
| 32 | TTD | THE TRADE DESK INC | - | Sold | 0 | $0 | No quote | No quote |
| 31 | PYPL | PAYPAL HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 30 | LYV | LIVE NATION ENTERTAINMENT IN | - | Sold | 0 | $0 | No quote | No quote |
| 29 | LAMR | LAMAR ADVERTISING CO | - | Sold | 0 | $0 | No quote | No quote |
| 28 | CLNY | COLONY CAP INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 27 | BRK-A | BERKSHIRE HATHAWAY INC DEL | - | Sold | 0 | $0 | No quote | No quote |
| 26 | GOOG | ALPHABET INC | - | Sold | 0 | $0 | No quote | No quote |