Chuck Akre - Akre Capital Management
As of Q1 2026, this manager 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.
As of Q1 2026, Chuck Akre's Akre Capital Management held 19 long-equity positions with a reported value of $6.12B.
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Updated 2026-05-11 from SEC 13F data.
Live quotes available for 18 of 20 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INCORPORATED | 18.80% | Add +0.1% | 5,879,459 | $2.14B | $363.41 | |
| 2 | MCO | MOODYS CORP | 15.36% | - | 5,703,785 | $1.75B | $306.02 | |
| 3 | AMT | AMERICAN TOWER CORP NEW | 12.58% | Add +0.1% | 6,998,698 | $1.43B | $204.34 | |
| 4 | V | VISA INC | 9.76% | - | 4,922,138 | $1.11B | $225.46 | |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 8.83% | Reduce -0.0% | 1,182,168 | $1B | $848.98 | |
| 6 | KKR | KKR & CO L P DEL | 7.01% | Add +0.5% | 15,176,368 | $797.06M | $52.52 | |
| 7 | ROP | ROPER TECHNOLOGIES INC | 6.42% | - | 1,655,625 | $729.62M | $440.69 | |
| 8 | BN | BROOKFIELD CORP | 5.21% | Add +4.7% | 18,186,754 | $592.71M | $32.59 | |
| 9 | CSGP | COSTAR GROUP INC | 4.31% | - | 7,111,430 | $489.62M | $68.85 | |
| 10 | ADBE | ADOBE SYSTEMS INCORPORATED | 4.07% | Reduce -3.3% | 1,199,081 | $462.09M | $385.37 | |
| 11 | DHR | DANAHER CORPORATION | 3.97% | - | 1,788,200 | $450.7M | $252.04 | |
| 12 | KMX | CARMAX INC | 1.75% | Reduce -41.4% | 3,098,466 | $199.17M | $64.28 | |
| 13 | BAM | BROOKFIELD ASSET MANAGMT LTD | 1.06% | - | 3,691,684 | $120.79M | $32.72 | |
| 14 | DBRG | DIGITALBRIDGE GROUP INC | 0.54% | Add +2.9% | 5,134,535 | $61.56M | No quote | No quote |
| 15 | GSHD | GOOSEHEAD INS INC | 0.11% | - | 243,672 | $12.72M | $52.20 | |
| 16 | GOOG | ALPHABET INC | 0.09% | - | 100,000 | $10.4M | $104.00 | |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.05% | - | 17,114 | $5.28M | $308.77 | |
| 18 | DLTR | DOLLAR TREE INC | 0.04% | Reduce -0.5% | 30,296 | $4.35M | $143.55 | |
| 19 | VRSK | VERISK ANALYTICS INC | 0.03% | - | 18,976 | $3.64M | $191.86 | |
| 20 | ALRM | ALARM COM HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |