Chuck Akre - Akre Capital Management
As of Q1 2026, Chuck Akre reported 19 long-equity positions worth $6.12B in aggregate.
It also disclosed $18.67M 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
- -4.28%
- 1-year
- -15.15%
- 3-year
- +27.96%
- 3-year top 5
- +37.79%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 18 of 22 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INC | 15.76% | Reduce -0.1% | 5,865,151 | $2.31B | $394.11 | |
| 2 | MCO | MOODYS CORP | 13.02% | Add +0.7% | 5,659,712 | $1.91B | $337.41 | |
| 3 | AMT | AMERICAN TOWER CORP NEW | 11.99% | Reduce -0.3% | 6,998,377 | $1.76B | $251.22 | |
| 4 | V | VISA INC | 7.93% | - | 5,244,738 | $1.16B | $221.77 | |
| 5 | ORLY | O REILLY AUTOMOTIVE INC NEW | 7.37% | Reduce -0.1% | 1,577,141 | $1.08B | $684.96 | |
| 6 | KKR | KKR & CO L P DEL | 5.93% | Add +0.9% | 14,865,320 | $869.18M | $58.47 | |
| 7 | ROP | ROPER INDS INC NEW | 5.35% | Reduce -0.1% | 1,660,730 | $784.25M | $472.23 | |
| 8 | BAM | BROOKFIELD ASSET MGMT INC | 5.06% | Reduce 0.0% | 13,127,694 | $742.63M | $56.57 | No quote |
| 9 | ADBE | ADOBE INC | 4.87% | Add +2.4% | 1,567,090 | $714M | $455.62 | |
| 10 | KMX | CARMAX INC | 4.83% | Add +0.7% | 7,339,952 | $708.16M | $96.48 | |
| 11 | CSGP | COSTAR GROUP INC | 4.39% | Reduce -1.0% | 9,668,180 | $644M | $66.61 | |
| 12 | CRM | SALESFORCE COM INC | 4.11% | Add +1.3% | 2,837,210 | $602.4M | $212.32 | |
| 13 | VRSK | VERISK ANALYTICS INC | 3.58% | Reduce -0.0% | 2,444,286 | $524.62M | $214.63 | |
| 14 | DHR | DANAHER CORP DEL | 3.31% | - | 1,655,300 | $485.55M | $293.33 | |
| 15 | ANSS | ANSYS INC | 1.32% | - | 609,764 | $193.69M | No quote | No quote |
| 16 | DBRG | DIGITALBRIDGE GROUP INC | 0.52% | - | 10,504,800 | $75.64M | No quote | No quote |
| 17 | ALRM | ALARM COM HLDGS INC | 0.44% | Reduce -51.0% | 968,939 | $64.4M | $66.46 | |
| 18 | GSHD | GOOSEHEAD INS INC | 0.16% | - | 293,366 | $23.05M | $78.57 | |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.04% | Reduce -6.2% | 16,414 | $5.79M | No quote | No quote |
| 20 | DLTR | DOLLAR TREE INC | 0.04% | Reduce -98.8% | 32,427 | $5.19M | $160.14 | |
| 21 | TDUP | THREDUP INC | 0.00% | - | 22,500 | $173K | $7.69 | |
| 22 | SBAC | SBA COMMUNICATIONS CORP | - | Sold | 0 | $0 | No quote | No quote |