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 16 of 25 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 13.46% | Add +3.9% | 7,056,211 | $1.03B | $145.34 | No quote |
| 2 | MA | MASTERCARD INC | 12.24% | Reduce -0.1% | 5,322,781 | $932.34M | $175.16 | No quote |
| 3 | MCO | MOODYS CORP | 12.03% | Reduce -0.0% | 5,684,806 | $916.96M | $161.30 | No quote |
| 4 | MKL | MARKEL CORP | 7.88% | Reduce -0.1% | 513,271 | $600.66M | $1170.25 | No quote |
| 5 | V | VISA INC | 7.67% | Reduce -0.0% | 4,887,270 | $584.62M | $119.62 | No quote |
| 6 | ORLY | O REILLY AUTOMOTIVE INC NEW | 6.15% | Reduce -0.1% | 1,893,659 | $468.45M | $247.38 | No quote |
| 7 | DLTR | DOLLAR TREE INC | 6.02% | Reduce -0.1% | 4,836,865 | $459.02M | $94.90 | No quote |
| 8 | ROP | ROPER INDS INC NEW | 5.73% | Add +0.0% | 1,555,919 | $436.73M | $280.69 | No quote |
| 9 | SBAC | SBA COMMUNICATIONS CORP | 5.53% | - | 2,465,000 | $421.32M | $170.92 | No quote |
| 10 | KMX | CARMAX INC | 4.20% | Add +0.2% | 5,162,166 | $319.75M | $61.94 | No quote |
| 11 | ESGR | ENSTAR GROUP LIMITED | 3.88% | Reduce -2.9% | 1,404,884 | $295.38M | No quote | No quote |
| 12 | VRSK | VERISK ANALYTICS INC | 3.51% | Reduce -0.4% | 2,569,932 | $267.27M | $104.00 | No quote |
| 13 | UBNT | UBIQUITI NETWORKS INC | 2.42% | - | 2,680,000 | $184.38M | No quote | No quote |
| 14 | AMTD | TD AMERITRADE HLDG CORP | 2.32% | Add +0.6% | 2,984,578 | $176.78M | No quote | No quote |
| 15 | DHR | DANAHER CORP DEL | 2.13% | - | 1,655,300 | $162.07M | $97.91 | No quote |
| 16 | LKQ | LKQ CORP | 1.57% | - | 3,150,000 | $119.54M | $37.95 | No quote |
| 17 | KKR | KKR & CO L P DEL | 1.28% | New | 4,800,000 | $97.44M | $20.30 | No quote |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.75% | Reduce -0.1% | 287,713 | $57.39M | No quote | No quote |
| 19 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.39% | - | 145,500 | $30.05M | No quote | No quote |
| 20 | PRMW | PRIMO WTR CORP | 0.29% | - | 1,913,220 | $22.4M | No quote | No quote |
| 21 | ALRM | ALARM COM HLDGS INC | 0.24% | Add +3.6% | 483,487 | $18.25M | $37.74 | No quote |
| 22 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.16% | - | 42 | $12.56M | No quote | No quote |
| 23 | BOC | BOSTON OMAHA CORP | 0.10% | - | 350,000 | $7.65M | No quote | No quote |
| 24 | LAMR | LAMAR ADVERTISING CO | 0.04% | - | 48,530 | $3.09M | $63.65 | No quote |
| 25 | AMTPRB | AMERICAN TOWER CORP NEW | - | Sold | 0 | $0 | No quote | No quote |