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 21 of 32 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP CL A | 12.95% | - | 1,387,074 | $83.24M | $60.01 | No quote |
| 2 | MA | MASTERCARD INC CL A | 11.12% | - | 191,636 | $71.45M | $372.82 | No quote |
| 3 | ROST | ROSS STORES INC COM | 11.10% | - | 1,500,662 | $71.33M | $47.53 | No quote |
| 4 | DLTR | DOLLAR TREE INC COM | 9.49% | - | 733,500 | $60.96M | $83.11 | No quote |
| 5 | MKL | MARKEL CORP COM | 8.73% | - | 135,285 | $56.1M | $414.67 | No quote |
| 6 | ESGR | ENSTAR GROUP LIMITED SHS | 7.51% | - | 491,660 | $48.28M | No quote | No quote |
| 7 | ORLY | O REILLY AUTOMOTIVE INC NEW COM | 6.85% | - | 550,361 | $44M | $79.95 | No quote |
| 8 | LAMR | LAMAR ADVERTISING CO CL A | 5.49% | - | 1,281,887 | $35.25M | $27.50 | No quote |
| 9 | KMX | CARMAX INC COM | 3.83% | - | 806,470 | $24.58M | $30.48 | No quote |
| 10 | AMTD | TD AMERITRADE HLDG CORP COM | 3.29% | - | 1,350,000 | $21.13M | No quote | No quote |
| 11 | TJX | TJX COS INC NEW COM | 2.67% | - | 265,760 | $17.16M | $64.55 | No quote |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEWCUSIP 084670702 | 2.60% | - | 218,835 | $16.7M | No quote | No quote |
| 13 | HIGPRA | HARTFORD FINL SVCS GROUP INC DEP CONV PFD | 2.18% | - | 744,952 | $13.99M | No quote | No quote |
| 14 | FDS | FACTSET RESH SYS INC COM | 1.77% | - | 130,000 | $11.35M | $87.28 | No quote |
| 15 | PENN | PENN NATL GAMING INC COM | 1.66% | - | 279,465 | $10.64M | $38.07 | No quote |
| 16 | HIG | HARTFORD FINL SVCS GROUP INC COM | 1.54% | - | 607,900 | $9.88M | $16.25 | No quote |
| 17 | LPLA | LPL INVT HLDGS INC COM | 1.43% | - | 300,000 | $9.16M | $30.54 | No quote |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL ACUSIP 084670108 | 1.09% | - | 61 | $7M | No quote | No quote |
| 19 | DHIL | DIAMOND HILL INVESTMENT GROU COM NEW | 0.95% | - | 82,600 | $6.11M | No quote | No quote |
| 20 | BAC | BANK OF AMERICA CORPORATION COM | 0.69% | - | 800,000 | $4.45M | $5.56 | No quote |
| 21 | BDX | BECTON DICKINSON & CO COM | 0.58% | - | 50,000 | $3.74M | $74.72 | No quote |
| 22 | TECH | TECHNE CORP COM | 0.53% | - | 50,000 | $3.41M | $68.26 | No quote |
| 23 | NLY | ANNALY CAP MGMT INC COM | 0.52% | - | 208,109 | $3.32M | No quote | No quote |
| 24 | RVR | WHITE RIVER CAPITAL INC COM | 0.29% | - | 93,273 | $1.89M | No quote | No quote |
| 25 | TROW | PRICE T ROWE GROUP INC COM | 0.29% | - | 32,800 | $1.87M | $56.95 | No quote |
| 26 | AAPL | APPLE INC COM | 0.26% | - | 4,100 | $1.66M | $404.88 | No quote |
| 27 | PRMW | PRIMO WTR CORP COM | 0.23% | - | 476,500 | $1.45M | No quote | No quote |
| 28 | CSX | CSX CORP COM | 0.15% | - | 45,347 | $955K | $21.06 | No quote |
| 29 | EPD | ENTERPRISE PRODS PARTNERS L COM | 0.10% | - | 13,207 | $613K | $46.41 | No quote |
| 30 | NSH | NUSTAR GP HOLDINGS LLC UNIT RESTG LLC | 0.07% | - | 13,770 | $458K | No quote | No quote |
| 31 | EPR | ENTERTAINMENT PPTYS TR COM SH BEN INT | 0.04% | - | 5,265 | $230K | No quote | No quote |
| 32 | XOM | EXXON MOBIL CORP COM | 0.03% | - | 2,528 | $214K | $84.65 | No quote |