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 21 of 23 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INCORPORATED | 14.79% | Add +0.5% | 5,891,226 | $1.68B | $284.34 | |
| 2 | AMT | AMERICAN TOWER CORP NEW | 13.22% | - | 6,973,187 | $1.5B | $214.70 | |
| 3 | MCO | MOODYS CORP | 12.25% | Add +0.0% | 5,703,785 | $1.39B | $243.11 | |
| 4 | ORLY | OREILLY AUTOMOTIVE INC | 9.14% | Reduce -6.4% | 1,471,546 | $1.04B | $703.35 | |
| 5 | V | VISA INC | 8.23% | - | 5,244,738 | $931.73M | $177.65 | |
| 6 | KKR | KKR & CO L P DEL | 5.87% | Add +0.5% | 15,452,918 | $664.48M | $43.00 | |
| 7 | ROP | ROPER TECHNOLOGIES INC | 5.26% | - | 1,655,660 | $595.44M | $359.64 | |
| 8 | BAM | BROOKFIELD ASSET MGMT INC | 4.83% | Add +0.4% | 13,366,753 | $546.57M | $40.89 | No quote |
| 9 | CSGP | COSTAR GROUP INC | 4.37% | - | 7,111,430 | $495.31M | $69.65 | |
| 10 | KMX | CARMAX INC | 4.29% | Add +0.1% | 7,353,022 | $485.45M | $66.02 | |
| 11 | ADBE | ADOBE SYSTEMS INCORPORATED | 4.05% | Add +0.3% | 1,665,895 | $458.45M | $275.20 | |
| 12 | CRM | SALESFORCE COM INC | 3.93% | Add +0.8% | 3,095,500 | $445.26M | $143.84 | |
| 13 | DHR | DANAHER CORPORATION | 3.78% | - | 1,655,300 | $427.55M | $258.29 | |
| 14 | VRSK | VERISK ANALYTICS INC | 3.68% | - | 2,444,286 | $416.82M | $170.53 | |
| 15 | SNOW | SNOWFLAKE INC | 1.50% | - | 1,000,000 | $169.96M | $169.96 | |
| 16 | DBRG | DIGITALBRIDGE GROUP INC | 0.51% | Add +12.8%1:4 reverse | 4,623,651 | $57.84M | No quote | No quote |
| 17 | ALRM | ALARM COM HLDGS INC | 0.15% | - | 263,939 | $17.12M | $64.86 | |
| 18 | GSHD | GOOSEHEAD INS INC | 0.08% | Reduce -30.1% | 243,672 | $8.68M | $35.64 | |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.04% | - | 17,114 | $4.57M | $267.03 | |
| 20 | DLTR | DOLLAR TREE INC | 0.04% | - | 32,912 | $4.48M | $136.09 | |
| 21 | TDUP | THREDUP INC | - | Sold | 0 | $0 | No quote | No quote |
Options positions
Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.