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 19 of 42 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP CL A | 13.92% | Add +20.0% | 1,285,775 | $66.4M | $51.64 | No quote |
| 2 | LAMR | LAMAR ADVERTISING CO CL A | 10.35% | Add +0.1% | 1,239,305 | $49.37M | $39.84 | No quote |
| 3 | MKL | MARKEL CORP COM | 9.16% | Add +0.4% | 115,539 | $43.69M | $378.13 | No quote |
| 4 | ESGR | ENSTAR GROUP LIMITED SHS | 8.22% | Add +17.1% | 463,370 | $39.19M | No quote | No quote |
| 5 | ROST | ROSS STORES INC COM | 7.47% | Add +15.2% | 563,587 | $35.65M | $63.25 | No quote |
| 6 | DLTR | DOLLAR TREE INC COM | 7.21% | Add +0.4% | 613,442 | $34.4M | $56.08 | No quote |
| 7 | MA | MASTERCARD INC CL A | 6.57% | Add +133.1% | 139,880 | $31.35M | $224.11 | No quote |
| 8 | ORLY | O REILLY AUTOMOTIVE INC COM | 5.99% | Add +0.1% | 473,141 | $28.59M | $60.42 | No quote |
| 9 | HIGPRA | HARTFORD FINL SVCS GROUP INC DEP CONV PFD | 4.06% | Add +0.1% | 755,845 | $19.36M | No quote | No quote |
| 10 | KMX | CARMAX INC COM | 3.28% | Add +0.1% | 491,140 | $15.66M | $31.88 | No quote |
| 11 | FDS | FACTSET RESH SYS INC COM | 3.22% | - | 164,000 | $15.38M | $93.76 | No quote |
| 12 | TJX | TJX COS INC NEW COM | 2.24% | Add +3.2% | 240,900 | $10.69M | $44.39 | No quote |
| 13 | PENN | PENN NATL GAMING INC COM | 2.14% | Add +0.4% | 290,808 | $10.22M | $35.15 | No quote |
| 14 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL ACUSIP 084670108 | 2.02% | Add +3.9% | 80 | $9.64M | No quote | No quote |
| 15 | WMS | WMS INDS INC COM | 1.90% | - | 200,000 | $9.05M | $45.24 | No quote |
| 16 | AMTD | TD AMERITRADE HLDG CORP COM | 1.59% | - | 400,000 | $7.6M | No quote | No quote |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEWCUSIP 084670702 | 1.42% | Add +0.3% | 84,250 | $6.75M | No quote | No quote |
| 18 | OXPS | OPTIONSXPRESS HLDGS INC COM | 1.31% | - | 400,000 | $6.27M | No quote | No quote |
| 19 | MSCI | MSCI INC CL A | 1.23% | - | 150,000 | $5.84M | $38.96 | No quote |
| 20 | TROW | PRICE T ROWE GROUP INC COM | 1.19% | - | 88,100 | $5.69M | $64.54 | No quote |
| 21 | BDX | BECTON DICKINSON & CO COM | 0.89% | - | 50,000 | $4.23M | $84.52 | No quote |
| 22 | NDN | 99 CENTS ONLY STORES COM | 0.75% | - | 224,741 | $3.58M | No quote | No quote |
| 23 | TECH | TECHNE CORP COM | 0.69% | New | 50,000 | $3.28M | $65.66 | No quote |
| 24 | ESVZZZZ | ENSCO PLC SPONSORED ADR | 0.56% | - | 50,000 | $2.67M | No quote | No quote |
| 25 | MBRG | MIDDLEBURG FINANCIAL CORP COM | 0.40% | - | 134,280 | $1.92M | No quote | No quote |
| 26 | KMB | KIMBERLY CLARK CORP COM | 0.40% | New | 30,000 | $1.89M | $63.03 | No quote |
| 27 | TRAD | TRADESTATION GROUP INC COM | 0.38% | Reduce -33.3% | 270,000 | $1.82M | No quote | No quote |
| 28 | RVR | WHITE RIVER CAPITAL INC COM | 0.32% | - | 93,273 | $1.52M | No quote | No quote |
| 29 | FXCB | FOX CHASE BANCORP INC NEW COM | 0.25% | - | 100,000 | $1.19M | No quote | No quote |
| 30 | CSX | CSX CORP COM | 0.24% | - | 17,768 | $1.15M | $64.61 | No quote |
| 31 | PRMW | PRIMO WTR CORP COM | 0.22% | New | 75,000 | $1.07M | No quote | No quote |
| 32 | LPLA | LPL INVT HLDGS INC COM | 0.15% | New | 20,000 | $727K | $36.35 | No quote |
| 33 | NSH | NUSTAR GP HOLDINGS LLC UNIT RESTG LLC | 0.10% | - | 13,340 | $485K | No quote | No quote |
| 34 | NLY | ANNALY CAP MGMT INC COM | 0.08% | - | 22,100 | $396K | No quote | No quote |
| 35 | EPR | ENTERTAINMENT PPTYS TR COM SH BEN INT | 0.05% | - | 5,050 | $234K | No quote | No quote |
| 42 | RP | REALPAGE INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 41 | GLRE | GREENLIGHT CAPITAL RE LTD CLASS A | - | Sold | 0 | $0 | No quote | No quote |
| 40 | FSP | FRANKLIN STREET PPTYS CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 39 | XOM | EXXON MOBIL CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 38 | EPE | ENTERPRISE GP HLDGS L P UNIT LP INT | - | Sold | 0 | $0 | No quote | No quote |
| 37 | CRI | CARTER INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 36 | WRB | BERKLEY W R CORP COM | - | Sold | 0 | $0 | No quote | No quote |