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 19 of 43 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP CL A | 13.90% | Add +0.2% | 1,071,849 | $54.94M | $51.26 | No quote |
| 2 | MKL | MARKEL CORP COM | 10.03% | Reduce -0.1% | 115,096 | $39.66M | $344.59 | No quote |
| 3 | LAMR | LAMAR ADVERTISING CO CL A | 9.97% | Add +8.8% | 1,238,320 | $39.4M | $31.82 | No quote |
| 4 | DLTR | DOLLAR TREE INC COM | 7.54% | Reduce -0.1% | 610,792 | $29.78M | $48.76 | No quote |
| 5 | ESGR | ENSTAR GROUP LIMITED SHS | 7.27% | Reduce -0.2% | 395,620 | $28.72M | No quote | No quote |
| 6 | ROST | ROSS STORES INC COM | 6.76% | Add +13.9% | 489,055 | $26.73M | $54.66 | No quote |
| 7 | ORLY | O REILLY AUTOMOTIVE INC COM | 6.36% | - | 472,781 | $25.15M | $53.20 | No quote |
| 8 | HIGPRA | HARTFORD FINL SVCS GROUP INC DEP CONV PFD | 4.53% | Reduce -0.4% | 755,045 | $17.91M | No quote | No quote |
| 9 | KMX | CARMAX INC COM | 3.46% | Add +7.3% | 490,620 | $13.67M | $27.86 | No quote |
| 10 | MA | MASTERCARD INC CL A | 3.40% | Add +100.0% | 60,000 | $13.44M | $224.00 | No quote |
| 11 | FDS | FACTSET RESH SYS INC COM | 3.37% | - | 164,000 | $13.31M | $81.13 | No quote |
| 12 | TJX | TJX COS INC NEW COM | 2.64% | - | 233,500 | $10.42M | $44.63 | No quote |
| 13 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL ACUSIP 084670108 | 2.43% | - | 77 | $9.59M | No quote | No quote |
| 14 | PENN | PENN NATL GAMING INC COM | 2.17% | Reduce -21.9% | 289,608 | $8.58M | $29.61 | No quote |
| 15 | WMS | WMS INDS INC COM | 1.93% | - | 200,000 | $7.61M | $38.07 | No quote |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEWCUSIP 084670702 | 1.76% | Reduce -1.2% | 84,000 | $6.95M | No quote | No quote |
| 17 | AMTD | TD AMERITRADE HLDG CORP COM | 1.63% | - | 400,000 | $6.46M | No quote | No quote |
| 18 | OXPS | OPTIONSXPRESS HLDGS INC COM | 1.55% | - | 400,000 | $6.14M | No quote | No quote |
| 19 | MSCI | MSCI INC CL A | 1.26% | - | 150,000 | $4.98M | $33.21 | No quote |
| 20 | TROW | PRICE T ROWE GROUP INC COM | 1.12% | Add +6.4% | 88,100 | $4.41M | $50.07 | No quote |
| 21 | NDN | 99 CENTS ONLY STORES COM | 1.07% | Reduce -4.5% | 224,741 | $4.24M | No quote | No quote |
| 22 | BDX | BECTON DICKINSON & CO COM | 0.94% | - | 50,000 | $3.71M | $74.10 | No quote |
| 23 | WRB | BERKLEY W R CORP COM | 0.68% | - | 100,000 | $2.71M | $27.07 | No quote |
| 24 | TRAD | TRADESTATION GROUP INC COM | 0.67% | Add +35.0% | 405,000 | $2.67M | No quote | No quote |
| 25 | CRI | CARTER INC COM | 0.67% | New | 100,000 | $2.63M | $26.33 | No quote |
| 26 | ESVZZZZ | ENSCO PLC SPONSORED ADR | 0.57% | - | 50,000 | $2.24M | No quote | No quote |
| 27 | MBRG | MIDDLEBURG FINANCIAL CORP COM | 0.48% | - | 134,280 | $1.89M | No quote | No quote |
| 28 | RVR | WHITE RIVER CAPITAL INC COM | 0.39% | - | 93,273 | $1.54M | No quote | No quote |
| 29 | GLRE | GREENLIGHT CAPITAL RE LTD CLASS A | 0.32% | Add +85.8% | 50,000 | $1.25M | No quote | No quote |
| 30 | CSX | CSX CORP COM | 0.25% | - | 17,768 | $983K | $55.32 | No quote |
| 31 | FXCB | FOX CHASE BANCORP INC NEW COM | 0.24% | New | 100,000 | $946K | No quote | No quote |
| 32 | EPE | ENTERPRISE GP HLDGS L P UNIT LP INT | 0.13% | - | 8,805 | $517K | No quote | No quote |
| 33 | RP | REALPAGE INC COM | 0.12% | New | 25,000 | $477K | No quote | No quote |
| 34 | NSH | NUSTAR GP HOLDINGS LLC UNIT RESTG LLC | 0.11% | - | 13,340 | $452K | No quote | No quote |
| 35 | NLY | ANNALY CAP MGMT INC COM | 0.10% | - | 22,100 | $389K | No quote | No quote |
| 36 | XOM | EXXON MOBIL CORP COM | 0.07% | - | 4,453 | $275K | $61.76 | No quote |
| 37 | FSP | FRANKLIN STREET PPTYS CORP COM | 0.06% | - | 20,000 | $248K | No quote | No quote |
| 38 | EPR | ENTERTAINMENT PPTYS TR COM SH BEN INT | 0.06% | New | 5,050 | $218K | No quote | No quote |
| 43 | V | VISA INC COM CL A | - | Sold | 0 | $0 | No quote | No quote |
| 42 | TRH | TRANSATLANTIC HLDGS INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 41 | HIG | HARTFORD FINL SVCS GROUP INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 40 | FXCB | FOX CHASE BANCORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 39 | FFCH | FIRST FINL HLDGS INC COM | - | Sold | 0 | $0 | No quote | No quote |