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 16 of 19 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INCORPORATED | 16.11% | Reduce -2.9% | 3,920,592 | $1.94B | $493.80 | |
| 2 | MCO | MOODYS CORP | 13.28% | Reduce -20.3% | 3,362,880 | $1.6B | $474.59 | |
| 3 | KKR | KKR & CO L P DEL | 12.38% | Reduce -16.8% | 11,393,836 | $1.49B | $130.58 | |
| 4 | AMT | AMERICAN TOWER CORP NEW | 11.71% | Reduce -1.3% | 6,052,532 | $1.41B | $232.56 | |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 8.81% | Reduce -3.9% | 919,065 | $1.06B | $1151.60 | |
| 6 | BN | BROOKFIELD CORP | 8.38% | Add +2.6% | 18,938,431 | $1.01B | $53.15 | |
| 7 | V | VISA INC | 7.49% | - | 3,271,740 | $899.56M | $274.95 | |
| 8 | ROP | ROPER TECHNOLOGIES INC | 6.94% | Reduce -2.9% | 1,499,429 | $834.34M | $556.44 | |
| 9 | CSGP | COSTAR GROUP INC | 5.61% | Add +1.9% | 8,934,093 | $673.99M | $75.44 | |
| 10 | DHR | DANAHER CORPORATION | 4.11% | - | 1,775,400 | $493.6M | $278.02 | |
| 11 | ABNB | AIRBNB INC | 2.80% | Add +183.1% | 2,649,398 | $335.97M | $126.81 | |
| 12 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 0.98% | Add +36.7% | 10,681,398 | $118.03M | No quote | No quote |
| 13 | KMX | CARMAX INC | 0.84% | Reduce -39.5% | 1,297,151 | $100.37M | $77.38 | |
| 14 | GSHD | GOOSEHEAD INS INC | 0.27% | - | 366,125 | $32.69M | $89.30 | |
| 15 | DBRG | DIGITALBRIDGE GROUP INC | 0.15% | Reduce -63.9% | 1,315,076 | $18.58M | No quote | No quote |
| 16 | SOPH | SOPHIA GENETICS SA | 0.07% | Add +16.5% | 2,237,504 | $8.17M | $3.65 | |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.06% | Reduce -3.9% | 15,274 | $7.03M | $460.26 | |
| 18 | VRSK | VERISK ANALYTICS INC | 0.03% | Reduce -23.0% | 12,378 | $3.32M | $267.96 | |
| 19 | SBAC | SBA COMMUNICATIONS CORP NEW | - | Sold | 0 | $0 | No quote | No quote |