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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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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Financial Services: 57.4% ($3.51B)Technology: 17.7% ($1.08B)Consumer Cyclical: 10.1% ($615.61M)Real Estate: 7.0% ($426.21M)Industrials: 4.3% ($265.56M)Unclassified: 3.1% ($189.08M)Healthcare: 0.3% ($18.41M)Basic Materials: 0.1% ($6.11M)

Sector breakdown

  • Financial Services(7)57.4%
  • Technology(4)17.7%
  • Consumer Cyclical(2)10.1%
  • Real Estate(2)7.0%
  • Industrials(1)4.3%
  • Unclassified(1)3.1%
  • Healthcare(1)0.3%
  • Basic Materials(1)0.1%