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 19 of 40 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 10.46% | Reduce -0.0% | 4,017,081 | $397.09M | $98.85 | No quote |
| 2 | MA | MASTERCARD INC | 9.68% | Reduce -0.1% | 4,266,670 | $367.62M | $86.16 | No quote |
| 3 | MKL | MARKEL CORP | 9.17% | Add +0.2% | 510,004 | $348.25M | $682.84 | No quote |
| 4 | MCO | MOODYS CORP | 8.88% | Add +1.1% | 3,519,180 | $337.17M | $95.81 | No quote |
| 5 | CFX | COLFAX CORP | 7.88% | Add +12.4% | 5,802,065 | $299.21M | No quote | No quote |
| 6 | DLTR | DOLLAR TREE INC | 6.48% | Add +0.4% | 3,499,138 | $246.27M | $70.38 | No quote |
| 7 | DISCK | DISCOVERY COMMUNICATNS NEW | 5.10% | Add +0.3% | 5,747,540 | $193.81M | No quote | No quote |
| 8 | ROP | ROPER INDS INC NEW | 4.72% | Add +5.3% | 1,146,390 | $179.24M | $156.35 | No quote |
| 9 | LYV | LIVE NATION ENTERTAINMENT IN | 4.37% | - | 6,350,000 | $165.8M | $26.11 | No quote |
| 10 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.14% | Reduce -0.1% | 816,688 | $157.31M | $192.62 | No quote |
| 11 | V | VISA INC | 3.94% | Add +0.1% | 570,810 | $149.67M | $262.20 | No quote |
| 12 | SBAC | SBA COMMUNICATIONS CORP | 3.50% | - | 1,200,000 | $132.91M | $110.76 | No quote |
| 13 | DHR | DANAHER CORP DEL | 3.39% | Reduce -21.1% | 1,500,000 | $128.57M | $85.71 | No quote |
| 14 | KMX | CARMAX INC | 2.98% | Add +42.3% | 1,700,000 | $113.19M | $66.58 | No quote |
| 15 | AMTD | TD AMERITRADE HLDG CORP | 2.98% | - | 3,158,900 | $113.03M | No quote | No quote |
| 16 | MNRO | MONRO MUFFLER BRAKE INC | 2.29% | Add +19.4% | 1,505,003 | $86.99M | $57.80 | No quote |
| 17 | ESGR | ENSTAR GROUP LIMITED | 2.06% | Add +3.2% | 511,402 | $78.19M | No quote | No quote |
| 18 | LPLA | LPL FINL HLDGS INC | 2.01% | - | 1,715,000 | $76.4M | $44.55 | No quote |
| 19 | UBNT | UBIQUITI NETWORKS INC | 1.44% | Add +105.6% | 1,850,000 | $54.83M | No quote | No quote |
| 20 | VRSK | VERISK ANALYTICS INC | 1.35% | - | 800,000 | $51.24M | $64.05 | No quote |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.20% | Reduce -1.6% | 303,175 | $45.52M | No quote | No quote |
| 22 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.53% | - | 145,500 | $20.09M | No quote | No quote |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.30% | Reduce -1.9% | 51 | $11.53M | No quote | No quote |
| 24 | AMTWP | AMERICAN TOWER CORP NEW | 0.30% | - | 100,000 | $11.5M | No quote | No quote |
| 25 | ANSS | ANSYS INC | 0.22% | - | 100,300 | $8.23M | No quote | No quote |
| 26 | PRMW | PRIMO WTR CORP | 0.19% | - | 1,650,000 | $7.11M | No quote | No quote |
| 27 | BACWSA | BANK OF AMERICA CORPORATION | 0.13% | - | 700,000 | $4.93M | No quote | No quote |
| 28 | LAMR | LAMAR ADVERTISING CO | 0.09% | - | 67,100 | $3.6M | $53.64 | No quote |
| 29 | HIG | HARTFORD FINL SVCS GROUP INC | 0.06% | Reduce -83.4% | 50,761 | $2.12M | $41.69 | No quote |
| 30 | CCIPRAZZZZ | CROWN CASTLE INTL CORP | 0.05% | New | 20,000 | $2.05M | No quote | No quote |
| 31 | CSX | CSX CORP | 0.04% | - | 42,899 | $1.55M | $36.22 | No quote |
| 32 | NSH | NUSTAR GP HOLDINGS LLC | 0.03% | - | 27,775 | $956K | No quote | No quote |
| 33 | WMB | WILLIAMS COS INC DEL | 0.02% | - | 18,230 | $819K | $44.93 | No quote |
| 34 | MWE | MARKWEST ENERGY PARTNERS L P | 0.01% | - | 6,965 | $468K | No quote | No quote |
| 35 | AAIC | ARLINGTON ASSET INVT CORP | 0.01% | - | 10,000 | $266K | No quote | No quote |
| 36 | NLY | ANNALY CAP MGMT INC | 0.01% | Reduce -60.0% | 20,044 | $217K | No quote | No quote |
| 40 | TDG | TRANSDIGM GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 39 | LUK | LEUCADIA NATL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 38 | CCIPRA | CROWN CASTLE INTL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 37 | AAPL | APPLE INC | - | Sold | 0 | $0 | No quote | No quote |