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 19 of 23 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INCORPORATED | 14.80% | Add +0.5% | 5,901,226 | $1.68B | $284.34 | |
| 2 | AMT | AMERICAN TOWER CORP NEW | 13.21% | - | 6,973,187 | $1.5B | $214.70 | |
| 3 | MCO | MOODYS CORP | 12.23% | Add +0.0% | 5,703,785 | $1.39B | $243.11 | |
| 4 | ORLY | OREILLY AUTOMOTIVE INC | 9.13% | Reduce -6.4% | 1,471,546 | $1.04B | $703.35 | |
| 5 | V | VISA INC | 8.22% | - | 5,244,738 | $931.73M | $177.65 | |
| 6 | KKR | KKR & CO L P DEL | 5.86% | Add +0.5% | 15,452,918 | $664.48M | $43.00 | |
| 7 | ROP | ROPER TECHNOLOGIES INC | 5.25% | - | 1,655,660 | $595.44M | $359.64 | |
| 8 | BAM | BROOKFIELD ASSET MGMT INC | 4.82% | 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 | 4.28% | Add +0.1% | 7,353,022 | $485.45M | $66.02 | |
| 11 | ADBE | ADOBE SYSTEMS INCORPORATED | 4.04% | 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 | 3.77% | - | 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% | New | 4,623,651 | $57.84M | No quote | No quote |
| 17 | ALRM | ALARM COM HLDGS INC | 0.15% | - | 263,939 | $17.12M | $64.86 | |
| 18 | GOOG | ALPHABET INC | 0.08% | -20:1 split | 100,000 | $9.62M | $96.15 | |
| 19 | GSHD | GOOSEHEAD INS INC | 0.08% | Reduce -30.1% | 243,672 | $8.68M | $35.64 | |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.04% | - | 17,114 | $4.57M | No quote | No quote |
| 21 | DLTR | DOLLAR TREE INC | 0.04% | - | 32,912 | $4.48M | $136.09 | |
| 23 | TDUP | THREDUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 22 | DBRG | DIGITALBRIDGE GROUP INC | - | Sold | 0 | $0 | No quote | No quote |