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 20 of 25 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INC | 12.56% | Add +0.0% | 5,868,416 | $2.04B | $347.68 | |
| 2 | MCO | MOODYS CORP | 12.29% | Reduce -0.1% | 5,620,036 | $2B | $355.11 | |
| 3 | AMT | AMERICAN TOWER CORP NEW | 11.46% | Reduce -0.0% | 7,014,287 | $1.86B | $265.41 | |
| 4 | V | VISA INC | 7.19% | - | 5,244,738 | $1.17B | $222.75 | |
| 5 | ORLY | O REILLY AUTOMOTIVE INC NEW | 5.94% | Reduce -0.2% | 1,578,707 | $964.69M | $611.06 | |
| 6 | KMX | CARMAX INC | 5.60% | Reduce -0.1% | 7,109,082 | $909.68M | $127.96 | |
| 7 | KKR | KKR & CO L P DEL | 5.52% | Reduce -0.0% | 14,730,028 | $896.76M | $60.88 | |
| 8 | ADBE | ADOBE INC | 5.42% | Reduce -0.0% | 1,529,985 | $880.84M | $575.72 | |
| 9 | CSGP | COSTAR GROUP INC | 5.17% | Reduce -0.1% | 9,763,000 | $840.2M | $86.06 | |
| 10 | CRM | SALESFORCE COM INC | 4.68% | - | 2,800,000 | $759.42M | $271.22 | |
| 11 | ROP | ROPER INDS INC NEW | 4.57% | Reduce -0.1% | 1,662,585 | $741.73M | $446.13 | |
| 12 | BAM | BROOKFIELD ASSET MGMT INC | 4.32% | Add +0.7% | 13,127,268 | $702.44M | $53.51 | No quote |
| 13 | SBAC | SBA COMMUNICATIONS CORP | 3.93% | - | 1,930,190 | $638.06M | $330.57 | |
| 14 | DHR | DANAHER CORP DEL | 3.10% | - | 1,655,300 | $503.94M | $304.44 | |
| 15 | VRSK | VERISK ANALYTICS INC | 3.01% | Reduce -0.1% | 2,444,255 | $489.51M | $200.27 | |
| 16 | DLTR | DOLLAR TREE INC | 2.11% | Reduce -0.2% | 3,581,673 | $342.84M | $95.72 | |
| 17 | ANSS | ANSYS INC | 1.28% | - | 609,764 | $207.59M | No quote | No quote |
| 18 | ALRM | ALARM COM HLDGS INC | 0.95% | - | 1,978,658 | $154.71M | $78.19 | |
| 19 | DBRG | DIGITALBRIDGE GROUP INC | 0.39% | - | 10,504,800 | $63.34M | No quote | No quote |
| 20 | GSHD | GOOSEHEAD INS INC | 0.28% | - | 293,366 | $44.68M | $152.29 | |
| 21 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.19% | - | 500,000 | $30.14M | $60.28 | |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.03% | Reduce -2.5% | 17,504 | $4.78M | No quote | No quote |
| 23 | TDUP | THREDUP INC | 0.00% | - | 22,500 | $488K | $21.69 | |
| 25 | MKL | MARKEL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 24 | BAMR | BROOKFIELD ASSET MGMT REINS | - | Sold | 0 | $0 | No quote | No quote |