Chuck Akre - Akre Capital Management
As of Q2 2026, Chuck Akre reported 19 long-equity positions worth $5.11B in aggregate.
It also disclosed $15.67M 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
- +10.89%
- 1-year
- -10.67%
- 3-year
- +31.96%
- 5-year
- +23.11%
- 3-year vs S&P 500
- -42.24%
- 5-year vs S&P 500
- -50.98%
- 5-year top 5
- +39.36%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Live quotes available for 12 of 24 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP CL A | 19.00% | - | 1,310,011 | $56.61M | $43.21 | No quote |
| 2 | MKL | MARKEL CORP COM | 14.52% | - | 127,258 | $43.27M | $340.00 | No quote |
| 3 | LAMR | LAMAR ADVERTISING CO CL A | 10.42% | - | 998,209 | $31.03M | $31.09 | No quote |
| 4 | ESGR | ENSTAR GROUP LIMITED SHS | 8.96% | - | 365,458 | $26.69M | No quote | No quote |
| 5 | PENN | PENN NATL GAMING INC COM | 8.01% | - | 877,449 | $23.86M | $27.19 | No quote |
| 6 | KMX | CARMAX INC COM | 5.57% | - | 683,680 | $16.58M | $24.25 | No quote |
| 7 | ORLY | O REILLY AUTOMOTIVE INC COM | 4.83% | - | 377,156 | $14.38M | $38.12 | No quote |
| 8 | BYI | BALLY TECHNOLOGIES INC COM | 4.41% | - | 318,285 | $13.14M | No quote | No quote |
| 9 | FDS | FACTSET RESH SYS INC COM | 3.87% | - | 175,000 | $11.53M | $65.87 | No quote |
| 10 | TROW | PRICE T ROWE GROUP INC COM | 3.82% | - | 213,800 | $11.39M | $53.25 | No quote |
| 11 | NDN | 99 CENTS ONLY STORES COM | 3.62% | - | 826,075 | $10.8M | No quote | No quote |
| 12 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL ACUSIP 084670108 | 2.80% | - | 94 | $8.33M | No quote | No quote |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B | 2.30% | - | 2,084 | $6.85M | No quote | No quote |
| 14 | AMTD | TD AMERITRADE HLDG CORP COM | 1.95% | - | 300,000 | $5.81M | No quote | No quote |
| 15 | MSCI | MSCI INC CL A | 1.60% | - | 150,000 | $4.77M | $31.80 | No quote |
| 16 | WMS | WMS INDS INC COM | 1.36% | - | 101,000 | $4.04M | $40.00 | No quote |
| 17 | OXPS | OPTIONSXPRESS HLDGS INC COM | 1.30% | - | 250,000 | $3.86M | No quote | No quote |
| 18 | MBRG | MIDDLEBURG FINANCIAL CORP COM | 0.61% | - | 150,000 | $1.82M | No quote | No quote |
| 19 | RVR | WHITE RIVER CAPITAL INC COM | 0.35% | - | 91,673 | $1.03M | No quote | No quote |
| 20 | CSX | CSX CORP COM | 0.29% | - | 17,768 | $862K | $48.51 | No quote |
| 21 | EPR | ENTERTAINMENT PPTYS TR COM SH BEN INT | 0.12% | - | 10,050 | $354K | No quote | No quote |
| 22 | NLY | ANNALY CAP MGMT INC COM | 0.10% | - | 17,800 | $309K | No quote | No quote |
| 23 | XOM | EXXON MOBIL CORP COM | 0.10% | - | 4,453 | $304K | $68.27 | No quote |
| 24 | FSP | FRANKLIN STREET PPTYS CORP COM | 0.10% | - | 20,000 | $292K | No quote | No quote |