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 44 rows. Rows without a quote are marked unavailable.
| 1 | CFX | COLFAX CORP | 11.18% | Reduce -0.0% | 5,161,180 | $384.71M | No quote | No quote |
| 2 | AMT | AMERICAN TOWER CORP NEW | 10.52% | Reduce -0.1% | 4,024,596 | $362.13M | $89.98 | No quote |
| 3 | MKL | MARKEL CORP | 9.40% | Add +29.5% | 493,273 | $323.41M | $655.64 | No quote |
| 4 | MA | MASTERCARD INC | 9.13% | Add +8.0% | 4,278,795 | $314.36M | $73.47 | No quote |
| 5 | MCO | MOODYS CORP | 8.87% | - | 3,482,130 | $305.24M | $87.66 | No quote |
| 6 | DISCK | DISCOVERY COMMUNICATNS NEW | 6.05% | Add +60.8% | 2,868,230 | $208.21M | No quote | No quote |
| 7 | DLTR | DOLLAR TREE INC | 5.51% | Add +16.7% | 3,482,423 | $189.65M | $54.46 | No quote |
| 8 | LYV | LIVE NATION ENTERTAINMENT IN | 4.56% | - | 6,350,000 | $156.78M | $24.69 | No quote |
| 9 | ORLY | O REILLY AUTOMOTIVE INC NEW | 3.59% | Reduce -0.1% | 821,267 | $123.68M | $150.60 | No quote |
| 10 | SBAC | SBA COMMUNICATIONS CORP | 3.57% | Add +22.8% | 1,200,000 | $122.76M | $102.30 | No quote |
| 11 | V | VISA INC | 3.49% | - | 570,430 | $120.2M | $210.71 | No quote |
| 12 | DHR | DANAHER CORP DEL | 3.43% | Add +400.0% | 1,500,000 | $118.1M | $78.73 | No quote |
| 13 | ROP | ROPER INDS INC NEW | 2.89% | Add +763.2% | 681,900 | $99.56M | $146.01 | No quote |
| 14 | AMTD | TD AMERITRADE HLDG CORP | 2.88% | - | 3,158,900 | $99.03M | No quote | No quote |
| 15 | LPLA | LPL FINL HLDGS INC | 2.48% | - | 1,715,000 | $85.3M | $49.74 | No quote |
| 16 | ESGR | ENSTAR GROUP LIMITED | 2.18% | Add +0.0% | 498,720 | $75.17M | No quote | No quote |
| 17 | AAPL | APPLE INC | 1.72% | Add +600.0% | 637,238 | $59.22M | $92.93 | No quote |
| 18 | MWE | MARKWEST ENERGY PARTNERS L P | 1.47% | - | 706,965 | $50.61M | No quote | No quote |
| 19 | VRSK | VERISK ANALYTICS INC | 1.40% | - | 800,000 | $48.02M | $60.02 | No quote |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.14% | Reduce -0.5% | 310,611 | $39.31M | No quote | No quote |
| 21 | KMX | CARMAX INC | 0.91% | Add +200.0% | 600,000 | $31.21M | $52.01 | No quote |
| 22 | MNRO | MONRO MUFFLER BRAKE INC | 0.77% | - | 500,000 | $26.6M | $53.19 | No quote |
| 23 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.54% | - | 145,500 | $18.58M | No quote | No quote |
| 24 | LVNTA | LIBERTY INTERACTIVE CORP | 0.39% | Add +100.0% | 180,000 | $13.28M | No quote | No quote |
| 25 | HIG | HARTFORD FINL SVCS GROUP INC | 0.33% | Reduce -0.9% | 314,982 | $11.28M | $35.81 | No quote |
| 26 | AMTWP | AMERICAN TOWER CORP NEW | 0.31% | New | 100,000 | $10.64M | No quote | No quote |
| 27 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.29% | - | 52 | $9.88M | No quote | No quote |
| 28 | PRMW | PRIMO WTR CORP | 0.22% | - | 1,600,000 | $7.63M | No quote | No quote |
| 29 | ANSS | ANSYS INC | 0.22% | Add +5.8% | 100,300 | $7.61M | No quote | No quote |
| 30 | BACWSA | BANK OF AMERICA CORPORATION | 0.14% | - | 700,000 | $4.8M | No quote | No quote |
| 31 | LAMR | LAMAR ADVERTISING CO | 0.10% | - | 67,100 | $3.56M | $53.00 | No quote |
| 32 | LUK | LEUCADIA NATL CORP | 0.10% | Reduce -93.5% | 131,000 | $3.44M | No quote | No quote |
| 33 | TDG | TRANSDIGM GROUP INC | 0.05% | - | 10,000 | $1.67M | $167.30 | No quote |
| 34 | CCIPRA | CROWN CASTLE INTL CORP | 0.05% | New | 15,700 | $1.6M | No quote | No quote |
| 35 | CSX | CSX CORP | 0.04% | Reduce -14.1% | 42,899 | $1.32M | $30.82 | No quote |
| 36 | NSH | NUSTAR GP HOLDINGS LLC | 0.03% | - | 27,775 | $1.09M | No quote | No quote |
| 37 | WMB | WILLIAMS COS INC DEL | 0.03% | Reduce -3.4% | 18,230 | $1.06M | $58.20 | No quote |
| 38 | NLY | ANNALY CAP MGMT INC | 0.02% | - | 50,044 | $572K | No quote | No quote |
| 39 | AAIC | ARLINGTON ASSET INVT CORP | 0.01% | - | 10,000 | $273K | No quote | No quote |
| 44 | ROST | ROSS STORES INC | - | Sold | 0 | $0 | No quote | No quote |
| 43 | FDS | FACTSET RESH SYS INC | - | Sold | 0 | $0 | No quote | No quote |
| 42 | XOM | EXXON MOBIL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 41 | EQIX | EQUINIX INC | - | Sold | 0 | $0 | No quote | No quote |
| 40 | DTV | DIRECTV | - | Sold | 0 | $0 | No quote | No quote |