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 37 rows. Rows without a quote are marked unavailable.
| 1 | MA | Mastercard/ma CL A | 12.12% | - | 343,270 | $154.98M | $451.48 | No quote |
| 2 | ROST | Ross Stores/rost COM | 9.84% | - | 1,948,522 | $125.86M | $64.59 | No quote |
| 3 | AMT | American Tower/amt CL A | 9.74% | - | 1,745,074 | $124.58M | $71.39 | No quote |
| 4 | MKL | Markel/mkl COM | 7.16% | - | 199,858 | $91.63M | $458.49 | No quote |
| 5 | MCO | Moodys Corp/mco COM | 6.24% | - | 1,807,735 | $79.85M | $44.17 | No quote |
| 6 | DLTR | Dollar Tree/dltr COM | 5.71% | - | 1,511,366 | $72.98M | $48.29 | No quote |
| 7 | ORLY | O Reilly auto/orly COM | 5.42% | - | 828,559 | $69.28M | $83.62 | No quote |
| 8 | 25490A | DirecTv/dtv COM | 4.10% | - | 1,000,000 | $52.44M | No quote | No quote |
| 9 | ESGR | Enstar/esgr SHS | 4.00% | - | 513,434 | $51.16M | No quote | No quote |
| 10 | V | Visa/v COM CL A | 3.91% | - | 372,430 | $50.01M | $134.28 | No quote |
| 11 | AMTD | TD Ameritrade/amtd COM | 3.80% | - | 3,163,900 | $48.63M | No quote | No quote |
| 12 | LPLA | LPL Financial/lpla COM | 3.35% | - | 1,500,000 | $42.81M | $28.54 | No quote |
| 13 | LUK | Leucadia Nat/luk COM | 3.02% | - | 1,700,000 | $38.68M | No quote | No quote |
| 14 | VRSK | Verisk Analytics/vrsk COM | 2.52% | - | 676,500 | $32.21M | $47.61 | No quote |
| 15 | BRK/B | Berks-Hath B/brk.b CL B NEWCUSIP 084670702 | 2.16% | - | 313,520 | $27.65M | No quote | No quote |
| 16 | HIG | Hartford/hig COM | 2.08% | - | 1,366,200 | $26.56M | $19.44 | No quote |
| 17 | NLY | Annaly Capital/nly COM | 2.02% | - | 1,535,925 | $25.87M | No quote | No quote |
| 18 | AAPL | Apple Inc/aapl COM | 1.83% | - | 35,106 | $23.42M | $667.09 | No quote |
| 19 | LAMR | Lamar Advertising/lamr CL A | 1.80% | - | 621,348 | $23.02M | $37.05 | No quote |
| 20 | SHLD | Sears Hldg/shld COM | 1.30% | - | 300,000 | $16.65M | No quote | No quote |
| 21 | KMX | Carmax Inc/kmx COM | 1.11% | - | 503,474 | $14.25M | $28.30 | No quote |
| 22 | HIGPRA | Hartford Financial Pfd. DEP CONV PFD | 1.11% | - | 745,285 | $14.24M | No quote | No quote |
| 23 | MNRO | Monro Muf-Brake/mnro COM | 1.10% | - | 400,000 | $14.08M | $35.19 | No quote |
| 24 | FDS | FactSet/fds COM | 0.98% | - | 130,000 | $12.54M | $96.42 | No quote |
| 25 | DHIL | Diamond Hill/dhil COM NEW | 0.87% | - | 145,500 | $11.16M | No quote | No quote |
| 26 | BRK/A | Berksh-Hath A/brk.a CL ACUSIP 084670108 | 0.61% | - | 59 | $7.83M | No quote | No quote |
| 27 | CFX | Colfax Corp/cfx COM | 0.60% | - | 209,280 | $7.67M | No quote | No quote |
| 28 | BAC | Bank of America/bac COM | 0.55% | - | 800,000 | $7.06M | $8.83 | No quote |
| 29 | BACWSA | Bank of America *W EXP 01/16/201 | 0.19% | - | 700,000 | $2.47M | No quote | No quote |
| 30 | RVR | White River Cap/rvr COM | 0.16% | - | 93,273 | $2.11M | No quote | No quote |
| 31 | ART | Artio Global/art COM CL A | 0.15% | - | 625,000 | $1.86M | No quote | No quote |
| 32 | TJX | TJX Cos/tjx COM | 0.15% | - | 41,520 | $1.86M | $44.80 | No quote |
| 33 | PRMW | Primo Water Corp/prmw COM | 0.12% | - | 1,500,000 | $1.58M | No quote | No quote |
| 34 | CSX | CSX Corporation/csx COM | 0.08% | - | 51,061 | $1.06M | $20.76 | No quote |
| 35 | EPD | Enterprise Products/epd COM | 0.04% | - | 10,232 | $548K | $53.56 | No quote |
| 36 | NSH | NuStar GP Holdings/nsh UNIT RESTG LLC | 0.03% | - | 10,970 | $349K | No quote | No quote |
| 37 | TROW | T Rowe Price/trow COM | 0.02% | - | 3,405 | $216K | $63.44 | No quote |