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 22 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INCORPORATED | 15.68% | Reduce -12.4% | 4,039,349 | $1.78B | $441.16 | |
| 2 | MCO | MOODYS CORP | 15.63% | Reduce -5.2% | 4,221,104 | $1.78B | $420.93 | |
| 3 | KKR | KKR & CO L P DEL | 12.68% | Reduce -8.0% | 13,689,816 | $1.44B | $105.24 | |
| 4 | AMT | AMERICAN TOWER CORP NEW | 10.49% | Reduce -1.0% | 6,134,307 | $1.19B | $194.38 | |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 8.88% | Reduce -3.3% | 956,079 | $1.01B | $1056.06 | |
| 6 | ROP | ROPER TECHNOLOGIES INC | 7.66% | Reduce -0.1% | 1,543,679 | $870.11M | $563.66 | |
| 7 | V | VISA INC | 7.56% | - | 3,271,740 | $858.73M | $262.47 | |
| 8 | BN | BROOKFIELD CORP | 6.75% | Add +2.8% | 18,465,882 | $767.07M | $41.54 | |
| 9 | CSGP | COSTAR GROUP INC | 5.72% | Add +20.8% | 8,770,423 | $650.24M | $74.14 | |
| 10 | DHR | DANAHER CORPORATION | 3.90% | - | 1,775,400 | $443.58M | $249.85 | |
| 11 | KMX | CARMAX INC | 1.38% | Reduce -20.6% | 2,145,509 | $157.35M | $73.34 | |
| 12 | ABNB | AIRBNB INC | 1.25% | New | 935,876 | $141.91M | $151.63 | |
| 13 | SBAC | SBA COMMUNICATIONS CORP NEW | 0.86% | Add +176.8% | 500,000 | $98.15M | $196.30 | |
| 14 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 0.76% | Add +11.7% | 7,815,722 | $86.83M | No quote | No quote |
| 15 | DBRG | DIGITALBRIDGE GROUP INC | 0.44% | Reduce -11.3% | 3,643,094 | $49.91M | No quote | No quote |
| 16 | GSHD | GOOSEHEAD INS INC | 0.18% | Add +50.3% | 366,125 | $21.03M | $57.44 | |
| 17 | SOPH | SOPHIA GENETICS SA | 0.08% | New | 1,920,432 | $8.8M | $4.58 | |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.06% | Reduce -3.6% | 15,895 | $6.47M | $406.80 | |
| 19 | VRSK | VERISK ANALYTICS INC | 0.04% | Reduce -7.3% | 16,069 | $4.33M | $269.55 | |
| 22 | UBER | UBER TECHNOLOGIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 21 | DLTR | DOLLAR TREE INC | - | Sold | 0 | $0 | No quote | No quote |
| 20 | BAM | BROOKFIELD ASSET MANAGMT LTD | - | Sold | 0 | $0 | No quote | No quote |