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 34 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 13.38% | Reduce -0.0% | 6,699,098 | $814.21M | $121.54 | No quote |
| 2 | MCO | MOODYS CORP | 10.46% | Add +21.9% | 5,679,831 | $636.37M | $112.04 | No quote |
| 3 | MA | MASTERCARD INC | 9.85% | Add +13.3% | 5,329,183 | $599.37M | $112.47 | No quote |
| 4 | MKL | MARKEL CORP | 8.24% | Reduce 0.0% | 513,914 | $501.51M | $975.86 | No quote |
| 5 | V | VISA INC | 7.14% | Add +35.0% | 4,889,020 | $434.49M | $88.87 | No quote |
| 6 | DLTR | DOLLAR TREE INC | 5.41% | Add +0.2% | 4,195,913 | $329.21M | $78.46 | No quote |
| 7 | ROP | ROPER INDS INC NEW | 5.30% | Add +0.2% | 1,562,410 | $322.62M | $206.49 | No quote |
| 8 | KMX | CARMAX INC | 5.02% | - | 5,157,481 | $305.43M | $59.22 | No quote |
| 9 | SBAC | SBA COMMUNICATIONS CORP | 4.88% | - | 2,465,000 | $296.71M | $120.37 | No quote |
| 10 | ESGR | ENSTAR GROUP LIMITED | 4.55% | Reduce -0.1% | 1,446,269 | $276.67M | No quote | No quote |
| 11 | ORLY | O REILLY AUTOMOTIVE INC NEW | 3.66% | Add +0.1% | 825,009 | $222.62M | $269.84 | No quote |
| 12 | VRSK | VERISK ANALYTICS INC | 3.46% | Add +0.2% | 2,590,486 | $210.19M | $81.14 | No quote |
| 13 | CFX | COLFAX CORP | 3.03% | Reduce -0.1% | 4,697,300 | $184.42M | No quote | No quote |
| 14 | DHR | DANAHER CORP DEL | 2.33% | - | 1,655,300 | $141.58M | $85.53 | No quote |
| 15 | UBNT | UBIQUITI NETWORKS INC | 2.21% | - | 2,680,000 | $134.7M | No quote | No quote |
| 16 | AMTD | TD AMERITRADE HLDG CORP | 1.90% | - | 2,967,500 | $115.32M | No quote | No quote |
| 17 | DG | DOLLAR GEN CORP NEW | 1.72% | - | 1,500,000 | $104.6M | $69.73 | No quote |
| 18 | LKQ | LKQ CORP | 1.71% | - | 3,550,000 | $103.91M | $29.27 | No quote |
| 19 | MNRO | MONRO MUFFLER BRAKE INC | 1.37% | Add +4.9% | 1,597,630 | $83.24M | $52.10 | No quote |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.05% | Add +0.1% | 384,249 | $64.05M | No quote | No quote |
| 21 | AMTPRB | AMERICAN TOWER CORP NEW | 0.95% | - | 514,748 | $57.5M | No quote | No quote |
| 22 | FTV | FORTIVE CORP | 0.74% | - | 750,000 | $45.17M | $60.22 | No quote |
| 23 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.47% | - | 145,500 | $28.31M | No quote | No quote |
| 24 | PRMW | PRIMO WTR CORP | 0.37% | - | 1,679,313 | $22.81M | No quote | No quote |
| 25 | ALRM | ALARM COM HLDGS INC | 0.20% | - | 400,000 | $12.3M | $30.74 | No quote |
| 26 | AMTWP | AMERICAN TOWER CORP NEW | 0.19% | - | 100,000 | $11.42M | No quote | No quote |
| 27 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.17% | Reduce -19.2% | 42 | $10.49M | No quote | No quote |
| 28 | BACWSA | BANK AMER CORP | 0.14% | New | 732,890 | $8.28M | No quote | No quote |
| 29 | LAMR | LAMAR ADVERTISING CO | 0.06% | - | 48,530 | $3.63M | $74.74 | No quote |
| 30 | WMIH | WMIH Corp | 0.03% | - | 1,460,000 | $2.12M | No quote | No quote |
| 31 | CSX | CSX CORP | 0.00% | Reduce -87.4% | 4,899 | $228K | $46.54 | No quote |
| 34 | DLTH | DULUTH HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 33 | DIS | DISNEY WALT CO | - | Sold | 0 | $0 | No quote | No quote |
| 32 | AIGWS | AMERICAN INTL GROUP INC | - | Sold | 0 | $0 | No quote | No quote |