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 20 of 23 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INCORPORATED | 14.83% | Add +0.1% | 5,873,241 | $1.85B | $315.48 | |
| 2 | AMT | AMERICAN TOWER CORP NEW | 14.27% | Reduce -0.4% | 6,973,187 | $1.78B | $255.59 | |
| 3 | MCO | MOODYS CORP | 12.42% | Add +0.8% | 5,703,505 | $1.55B | $271.97 | |
| 4 | V | VISA INC | 8.27% | - | 5,244,738 | $1.03B | $196.89 | |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 7.95% | Reduce -0.3% | 1,571,546 | $992.84M | $631.76 | |
| 6 | KKR | KKR & CO L P DEL | 5.70% | Add +3.4% | 15,375,912 | $711.75M | $46.29 | |
| 7 | KMX | CARMAX INC | 5.32% | Add +0.1% | 7,348,192 | $664.86M | $90.48 | |
| 8 | ROP | ROPER TECHNOLOGIES INC | 5.23% | Reduce -0.3% | 1,655,660 | $653.41M | $394.65 | |
| 9 | ADBE | ADOBE SYSTEMS INCORPORATED | 4.87% | Add +6.0% | 1,660,395 | $607.8M | $366.06 | |
| 10 | BAM | BROOKFIELD ASSET MGMT INC | 4.74% | Add +1.4% | 13,309,753 | $591.89M | $44.47 | No quote |
| 11 | CRM | SALESFORCE COM INC | 4.06% | Add +8.2% | 3,070,000 | $506.67M | $165.04 | |
| 12 | CSGP | COSTAR GROUP INC | 3.44% | Reduce -26.4% | 7,111,430 | $429.6M | $60.41 | |
| 13 | VRSK | VERISK ANALYTICS INC | 3.39% | - | 2,444,286 | $423.08M | $173.09 | |
| 14 | DHR | DANAHER CORPORATION | 3.36% | - | 1,655,300 | $419.65M | $253.52 | |
| 15 | SNOW | SNOWFLAKE INC | 1.11% | New | 1,000,000 | $139.06M | $139.06 | |
| 16 | DBRG | DIGITALBRIDGE GROUP INC | 0.64% | Add +56.0% | 16,390,191 | $79.98M | No quote | No quote |
| 17 | ALRM | ALARM COM HLDGS INC | 0.13% | Reduce -72.8% | 263,939 | $16.33M | $61.86 | |
| 18 | GSHD | GOOSEHEAD INS INC | 0.13% | Add +18.8% | 348,366 | $15.91M | $45.67 | |
| 19 | GOOG | ALPHABET INC | 0.09% | New | 5,000 | $10.94M | $2187.40 | |
| 20 | DLTR | DOLLAR TREE INC | 0.04% | Add +1.5% | 32,912 | $5.13M | $155.84 | |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.04% | Add +4.3% | 17,114 | $4.67M | No quote | No quote |
| 22 | TDUP | THREDUP INC | 0.00% | - | 22,500 | $56K | $2.49 | |
| 23 | ANSS | ANSYS INC | - | Sold | 0 | $0 | No quote | No quote |