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.

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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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Filing period

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

Live quotes available for 20 of 36 rows. Rows without a quote are marked unavailable.


1	AMT	AMERICAN TOWER CORP CL A	12.46%	Reduce -4.2%	1,330,520	$69.63M	$52.33	No quote
2	MA	MASTERCARD INC CL A	10.01%	Add +16.5%	185,515	$55.9M	$301.34	No quote
3	ROST	ROSS STORES INC COM	9.06%	Reduce -0.1%	631,665	$50.61M	$80.12	No quote
4	ESGR	ENSTAR GROUP LIMITED SHS	8.77%	Add +2.2%	468,803	$48.99M	No quote	No quote
5	DLTR	DOLLAR TREE INC COM	8.55%	Add +0.8%	716,719	$47.75M	$66.62	No quote
6	MKL	MARKEL CORP COM	7.93%	Reduce -0.4%	111,649	$44.3M	$396.81	No quote
7	LAMR	LAMAR ADVERTISING CO CL A	7.79%	Add +26.4%	1,589,655	$43.51M	$27.37	No quote
8	ORLY	O REILLY AUTOMOTIVE INC NEW COM	7.16%	Add +21.0%	610,235	$39.98M	$65.51	No quote
9	KMX	CARMAX INC COM	4.73%	Add +61.8%	799,231	$26.43M	$33.07	No quote
10	HIGPRA	HARTFORD FINL SVCS GROUP INC DEP CONV PFD	3.49%	Reduce -0.4%	750,195	$19.49M	No quote	No quote
11	FDS	FACTSET RESH SYS INC COM	2.82%	Reduce -0.1%	153,750	$15.73M	$102.32	No quote
12	TJX	TJX COS INC NEW COM	2.36%	Add +2.3%	251,330	$13.2M	$52.53	No quote
13	PENN	PENN NATL GAMING INC COM	2.07%	Reduce -0.5%	287,040	$11.58M	$40.34	No quote
14	BRK/A	BERKSHIRE HATHAWAY INC DEL CL ACUSIP 084670108	1.41%	Reduce -2.9%	68	$7.9M	No quote	No quote
15	AMTD	TD AMERITRADE HLDG CORP COM	1.40%	-	400,000	$7.8M	No quote	No quote
16	ARO	AEROPOSTALE COM	1.33%	Add +325.0%	425,000	$7.44M	No quote	No quote
17	BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEWCUSIP 084670702	1.28%	Add +3.4%	92,250	$7.14M	No quote	No quote
18	WMS	WMS INDS INC COM	1.10%	-	200,000	$6.14M	$30.72	No quote
19	TROW	PRICE T ROWE GROUP INC COM	1.09%	Add +14.2%	100,930	$6.09M	$60.34	No quote
20	BDX	BECTON DICKINSON & CO COM	0.77%	-	50,000	$4.31M	$86.16	No quote
21	TECH	TECHNE CORP COM	0.75%	-	50,000	$4.17M	$83.36	No quote
22	NLY	ANNALY CAP MGMT INC COM	0.68%	Add +0.5%	209,225	$3.77M	No quote	No quote
23	LPLA	LPL INVT HLDGS INC COM	0.60%	-	98,450	$3.37M	$34.21	No quote
24	AGO	ASSURED GUARANTY LTD COM	0.58%	New	200,000	$3.26M	$16.31	No quote
25	DHIL	DIAMOND HILL INVESTMENT GROU COM NEW	0.44%	New	30,210	$2.46M	No quote	No quote
26	MBRG	MIDDLEBURG FINANCIAL CORP COM	0.34%	Reduce -0.4%	128,530	$1.92M	No quote	No quote
27	RVR	WHITE RIVER CAPITAL INC COM	0.32%	-	93,273	$1.8M	No quote	No quote
28	CSX	CSX CORP COM	0.25%	Add +200.0%	53,304	$1.4M	$26.23	No quote
29	PRMW	PRIMO WTR CORP COM	0.19%	New	75,000	$1.08M	No quote	No quote
30	EPD	ENTERPRISE PRODS PARTNERS L COM	0.10%	-	13,207	$571K	$43.23	No quote
31	NSH	NUSTAR GP HOLDINGS LLC UNIT RESTG LLC	0.09%	-	13,620	$490K	No quote	No quote
32	EPR	ENTERTAINMENT PPTYS TR COM SH BEN INT	0.04%	-	5,265	$246K	No quote	No quote
33	XOM	EXXON MOBIL CORP COM	0.04%	-	2,528	$206K	$81.49	No quote
36	TRAD	TRADESTATION GROUP INC COM	-	Sold	0	$0	No quote	No quote
35	OXPS	OPTIONSXPRESS HLDGS INC COM	-	Sold	0	$0	No quote	No quote
34	KMB	KIMBERLY CLARK CORP COM	-	Sold	0	$0	No quote	No quote