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 17 of 32 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 14.65% | Add +1.7% | 6,810,903 | $901.22M | $132.32 | No quote |
| 2 | MCO | MOODYS CORP | 11.27% | Add +0.3% | 5,699,676 | $693.54M | $121.68 | No quote |
| 3 | MA | MASTERCARD INC | 10.55% | Add +0.3% | 5,345,399 | $649.2M | $121.45 | No quote |
| 4 | MKL | MARKEL CORP | 8.19% | Add +0.4% | 516,113 | $503.65M | $975.86 | No quote |
| 5 | V | VISA INC | 7.45% | - | 4,889,020 | $458.49M | $93.78 | No quote |
| 6 | ROP | ROPER INDS INC NEW | 5.90% | Add +0.3% | 1,567,365 | $362.89M | $231.53 | No quote |
| 7 | DLTR | DOLLAR TREE INC | 5.51% | Add +15.4% | 4,844,272 | $338.71M | $69.92 | No quote |
| 8 | SBAC | SBA COMMUNICATIONS CORP | 5.41% | - | 2,465,000 | $332.53M | $134.90 | No quote |
| 9 | KMX | CARMAX INC | 5.30% | Add +0.3% | 5,170,601 | $326.06M | $63.06 | No quote |
| 10 | ESGR | ENSTAR GROUP LIMITED | 4.71% | Add +0.8% | 1,457,264 | $289.49M | No quote | No quote |
| 11 | ORLY | O REILLY AUTOMOTIVE INC NEW | 4.24% | Add +44.6% | 1,193,026 | $260.96M | $218.74 | No quote |
| 12 | VRSK | VERISK ANALYTICS INC | 3.57% | Add +0.6% | 2,604,982 | $219.78M | $84.37 | No quote |
| 13 | DHR | DANAHER CORP DEL | 2.27% | - | 1,655,300 | $139.69M | $84.39 | No quote |
| 14 | UBNT | UBIQUITI NETWORKS INC | 2.26% | - | 2,680,000 | $139.28M | No quote | No quote |
| 15 | AMTD | TD AMERITRADE HLDG CORP | 2.07% | - | 2,967,500 | $127.57M | No quote | No quote |
| 16 | LKQ | LKQ CORP | 1.90% | - | 3,550,000 | $116.97M | $32.95 | No quote |
| 17 | MNRO | MONRO MUFFLER BRAKE INC | 1.10% | Add +1.6% | 1,622,700 | $67.75M | $41.75 | No quote |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.08% | Add +1.8% | 390,974 | $66.22M | No quote | No quote |
| 19 | AMTPRB | AMERICAN TOWER CORP NEW | 1.01% | - | 514,748 | $62.4M | No quote | No quote |
| 20 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.47% | - | 145,500 | $29.01M | No quote | No quote |
| 21 | PRMW | PRIMO WTR CORP | 0.35% | - | 1,679,313 | $21.33M | No quote | No quote |
| 22 | ALRM | ALARM COM HLDGS INC | 0.24% | - | 400,000 | $15.05M | $37.63 | No quote |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.17% | - | 42 | $10.7M | No quote | No quote |
| 24 | BACWSA | BANK AMER CORP | 0.14% | - | 732,890 | $8.82M | No quote | No quote |
| 25 | BOC | BOSTON OMAHA CORP | 0.07% | New | 350,000 | $4.62M | No quote | No quote |
| 26 | LAMR | LAMAR ADVERTISING CO | 0.06% | - | 48,530 | $3.57M | $73.56 | No quote |
| 27 | WMIH | WMIH Corp | 0.03% | - | 1,460,000 | $1.83M | No quote | No quote |
| 28 | CSX | CSX CORP | 0.00% | - | 4,899 | $267K | $54.50 | No quote |
| 32 | FTV | FORTIVE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 31 | DG | DOLLAR GEN CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 30 | CFX | COLFAX CORP | - | Sold | 0 | $0 | No quote | No quote |
| 29 | AMTWP | AMERICAN TOWER CORP NEW | - | Sold | 0 | $0 | No quote | No quote |