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 2026-05-30 from SEC 13F data.
Live quotes available for 17 of 18 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INCORPORATED | 18.17% | Reduce -13.6% | 5,061,834 | $2.16B | $426.51 | |
| 2 | MCO | MOODYS CORP | 15.70% | Reduce -6.2% | 4,776,940 | $1.87B | $390.56 | |
| 3 | AMT | AMERICAN TOWER CORP NEW | 12.36% | Add +0.5% | 6,804,599 | $1.47B | $215.88 | |
| 4 | KKR | KKR & CO L P DEL | 11.61% | Reduce -1.6% | 16,648,219 | $1.38B | $82.85 | |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 8.15% | Reduce -3.4% | 1,019,864 | $968.95M | $950.08 | |
| 6 | V | VISA INC | 7.69% | Reduce -26.9% | 3,508,740 | $913.5M | $260.35 | |
| 7 | ROP | ROPER TECHNOLOGIES INC | 7.21% | Reduce -0.1% | 1,572,692 | $857.38M | $545.17 | |
| 8 | BN | BROOKFIELD CORP | 6.09% | Reduce -0.5% | 18,053,491 | $724.31M | $40.12 | |
| 9 | CSGP | COSTAR GROUP INC | 5.34% | Add +0.1% | 7,255,669 | $634.07M | $87.39 | |
| 10 | DHR | DANAHER CORPORATION | 3.46% | Reduce -11.3%1.128:1 split | 1,775,400 | $410.72M | $231.34 | |
| 11 | KMX | CARMAX INC | 1.76% | Reduce -0.3% | 2,726,695 | $209.25M | $76.74 | |
| 12 | BAM | BROOKFIELD ASSET MANAGMT LTD | 1.17% | Reduce -0.2% | 3,455,966 | $138.83M | $40.17 | |
| 13 | DBRG | DIGITALBRIDGE GROUP INC | 0.65% | Reduce -1.0% | 4,402,220 | $77.21M | No quote | No quote |
| 14 | SBAC | SBA COMMUNICATIONS CORP NEW | 0.39% | New | 180,629 | $45.82M | $253.69 | |
| 15 | GSHD | GOOSEHEAD INS INC | 0.16% | - | 243,672 | $18.47M | $75.80 | |
| 16 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.05% | Reduce -3.2% | 16,560 | $5.91M | $356.66 | |
| 17 | VRSK | VERISK ANALYTICS INC | 0.03% | Reduce -7.0% | 17,325 | $4.14M | $238.86 | |
| 18 | DLTR | DOLLAR TREE INC | 0.03% | Reduce -24.7% | 21,771 | $3.09M | $142.05 |