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 20 of 39 rows. Rows without a quote are marked unavailable.
| 1 | MA | Mastercard/ma CL A | 11.84% | Reduce -0.4% | 341,778 | $167.91M | $491.28 | No quote |
| 2 | AMT | American Tower/amt CL A | 9.26% | Reduce -2.6% | 1,698,769 | $131.26M | $77.27 | No quote |
| 3 | MCO | Moodys Corp/mco COM | 7.87% | Add +22.6% | 2,217,054 | $111.56M | $50.32 | No quote |
| 4 | ROST | Ross Stores/rost COM | 7.39% | Reduce -0.6% | 1,937,709 | $104.81M | $54.09 | No quote |
| 5 | MKL | Markel/mkl COM | 7.15% | Add +17.1% | 234,094 | $101.46M | $433.42 | No quote |
| 6 | DLTR | Dollar Tree/dltr COM | 6.48% | Add +49.9% | 2,265,058 | $91.87M | $40.56 | No quote |
| 7 | ORLY | O Reilly auto/orly COM | 5.20% | Reduce -0.5% | 824,863 | $73.76M | $89.42 | No quote |
| 8 | ESGR | Enstar/esgr SHS | 3.99% | Reduce -1.6% | 505,325 | $56.59M | No quote | No quote |
| 9 | V | Visa/v COM CL A | 3.98% | - | 372,430 | $56.45M | $151.58 | No quote |
| 10 | AMTD | TD Ameritrade/amtd COM | 3.75% | - | 3,163,900 | $53.19M | No quote | No quote |
| 11 | 25490A | DirecTv/dtv COM | 3.54% | - | 1,000,000 | $50.16M | No quote | No quote |
| 12 | CFX | Colfax Corp/cfx COM | 3.47% | Add +482.6% | 1,219,280 | $49.2M | No quote | No quote |
| 13 | LPLA | LPL Financial/lpla COM | 3.38% | Add +13.3% | 1,700,000 | $47.87M | $28.16 | No quote |
| 14 | LUK | Leucadia Nat/luk COM | 3.02% | Add +5.9% | 1,800,000 | $42.82M | No quote | No quote |
| 15 | VRSK | Verisk Analytics/vrsk COM | 2.88% | Add +18.3% | 800,000 | $40.78M | $50.97 | No quote |
| 16 | NLY | Annaly Capital/nly COM | 2.51% | Add +65.0% | 2,534,525 | $35.59M | No quote | No quote |
| 17 | HIG | Hartford/hig COM | 2.16% | - | 1,366,200 | $30.66M | $22.44 | No quote |
| 18 | BRK/B | Berks-Hath B/brk.b CL B NEWCUSIP 084670702 | 1.95% | Reduce -1.7% | 308,236 | $27.65M | No quote | No quote |
| 19 | LAMR | Lamar Advertising/lamr CL A | 1.70% | - | 621,348 | $24.08M | $38.75 | No quote |
| 20 | AAPL | Apple Inc/aapl COM | 1.32% | - | 35,106 | $18.68M | $532.16 | No quote |
| 21 | MNRO | Monro Muf-Brake/mnro COM | 1.23% | Add +25.0% | 500,000 | $17.45M | $34.90 | No quote |
| 22 | HIGPRA | Hartford Financial Pfd. DEP CONV PFD | 1.07% | Reduce -1.4% | 734,881 | $15.18M | No quote | No quote |
| 23 | SHLD | Sears Hldg/shld COM | 0.87% | - | 300,000 | $12.41M | No quote | No quote |
| 24 | FDS | FactSet/fds COM | 0.81% | - | 130,000 | $11.45M | $88.06 | No quote |
| 25 | DHIL | Diamond Hill/dhil COM NEW | 0.70% | - | 145,500 | $9.87M | No quote | No quote |
| 26 | BAC | Bank of America/bac COM | 0.65% | - | 800,000 | $9.29M | $11.61 | No quote |
| 27 | BRK/A | Berksh-Hath A/brk.a COMCUSIP 084670108 | 0.56% | - | 59 | $7.91M | No quote | No quote |
| 28 | JEF | Jeffries Group/jef COM | 0.32% | New | 246,914 | $4.59M | $18.57 | No quote |
| 29 | BACWSA | Bank Of America *W EXP 01/16/201 | 0.27% | - | 700,000 | $3.79M | No quote | No quote |
| 30 | RVR | White River Cap/rvr COM | 0.14% | - | 93,273 | $1.98M | No quote | No quote |
| 31 | PRMW | Primo Water Corp/prmw COM | 0.13% | Add +6.7% | 1,600,000 | $1.9M | No quote | No quote |
| 32 | NSH | NuStar GP Holdings/nsh UNIT RESTG LLC | 0.12% | Add +455.8% | 60,970 | $1.69M | No quote | No quote |
| 33 | ART | Artio Global/art COM CL A | 0.11% | Add +28.0% | 800,000 | $1.52M | No quote | No quote |
| 34 | TDG | TransDigm Group/tdg COM | 0.10% | New | 10,000 | $1.36M | $136.40 | No quote |
| 35 | CSX | CSX Corporation/csx COM | 0.07% | - | 51,061 | $1.01M | $19.72 | No quote |
| 36 | EPD | Enterprise Products/epd COM | 0.04% | - | 10,232 | $512K | $50.04 | No quote |
| 39 | TJX | TJX Cos/tjx COM | - | Sold | 0 | $0 | No quote | No quote |
| 38 | TROW | T Rowe Price/trow COM | - | Sold | 0 | $0 | No quote | No quote |
| 37 | KMX | Carmax Inc/kmx COM | - | Sold | 0 | $0 | No quote | No quote |