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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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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 12 of 24 rows. Rows without a quote are marked unavailable.

1AMTAMERICAN TOWER CORP CL A19.00%-1,310,011$56.61M$43.21No quote
2MKLMARKEL CORP COM14.52%-127,258$43.27M$340.00No quote
3LAMRLAMAR ADVERTISING CO CL A10.42%-998,209$31.03M$31.09No quote
4ESGRENSTAR GROUP LIMITED SHS8.96%-365,458$26.69MNo quoteNo quote
5PENNPENN NATL GAMING INC COM8.01%-877,449$23.86M$27.19No quote
6KMXCARMAX INC COM5.57%-683,680$16.58M$24.25No quote
7ORLYO REILLY AUTOMOTIVE INC COM4.83%-377,156$14.38M$38.12No quote
8BYIBALLY TECHNOLOGIES INC COM4.41%-318,285$13.14MNo quoteNo quote
9FDSFACTSET RESH SYS INC COM3.87%-175,000$11.53M$65.87No quote
10TROWPRICE T ROWE GROUP INC COM3.82%-213,800$11.39M$53.25No quote
11NDN99 CENTS ONLY STORES COM3.62%-826,075$10.8MNo quoteNo quote
12BRK/ABERKSHIRE HATHAWAY INC DEL CL ACUSIP 0846701082.80%-94$8.33MNo quoteNo quote
13BRKBBERKSHIRE HATHAWAY INC DEL CL B2.30%-2,084$6.85MNo quoteNo quote
14AMTDTD AMERITRADE HLDG CORP COM1.95%-300,000$5.81MNo quoteNo quote
15MSCIMSCI INC CL A1.60%-150,000$4.77M$31.80No quote
16WMSWMS INDS INC COM1.36%-101,000$4.04M$40.00No quote
17OXPSOPTIONSXPRESS HLDGS INC COM1.30%-250,000$3.86MNo quoteNo quote
18MBRGMIDDLEBURG FINANCIAL CORP COM0.61%-150,000$1.82MNo quoteNo quote
19RVRWHITE RIVER CAPITAL INC COM0.35%-91,673$1.03MNo quoteNo quote
20CSXCSX CORP COM0.29%-17,768$862K$48.51No quote
21EPRENTERTAINMENT PPTYS TR COM SH BEN INT0.12%-10,050$354KNo quoteNo quote
22NLYANNALY CAP MGMT INC COM0.10%-17,800$309KNo quoteNo quote
23XOMEXXON MOBIL CORP COM0.10%-4,453$304K$68.27No quote
24FSPFRANKLIN STREET PPTYS CORP COM0.10%-20,000$292KNo quoteNo quote