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.
Get email alerts when Chuck Akre files a new 13F — sign in or create a free account.
Live quotes available for 15 of 24 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INC | 13.23% | Add +0.1% | 5,329,671 | $1.05B | $196.52 | No quote |
| 2 | AMT | AMERICAN TOWER CORP NEW | 12.88% | Add +0.2% | 7,071,319 | $1.02B | $144.17 | No quote |
| 3 | MCO | MOODYS CORP | 12.24% | Reduce -0.0% | 5,682,813 | $969.26M | $170.56 | No quote |
| 4 | V | VISA INC | 8.18% | - | 4,887,270 | $647.32M | $132.45 | No quote |
| 5 | MKL | MARKEL CORP | 7.03% | Add +0.0% | 513,418 | $556.73M | $1084.35 | No quote |
| 6 | ORLY | O REILLY AUTOMOTIVE INC NEW | 6.53% | Reduce -0.3% | 1,888,330 | $516.59M | $273.57 | No quote |
| 7 | ROP | ROPER INDS INC NEW | 5.44% | Add +0.2% | 1,559,634 | $430.32M | $275.91 | No quote |
| 8 | DLTR | DOLLAR TREE INC | 5.40% | Add +4.0% | 5,032,556 | $427.77M | $85.00 | No quote |
| 9 | SBAC | SBA COMMUNICATIONS CORP | 5.14% | - | 2,465,000 | $407.02M | $165.12 | No quote |
| 10 | KMX | CARMAX INC | 4.84% | Add +1.8% | 5,254,491 | $382.9M | $72.87 | No quote |
| 11 | VRSK | VERISK ANALYTICS INC | 3.46% | Reduce -1.0% | 2,544,553 | $273.9M | $107.64 | No quote |
| 12 | ESGR | ENSTAR GROUP LIMITED | 3.45% | Reduce -6.3% | 1,317,002 | $273.02M | No quote | No quote |
| 13 | KKR | KKR & CO L P DEL | 3.14% | Add +108.3% | 10,000,000 | $248.5M | $24.85 | No quote |
| 14 | UBNT | UBIQUITI NETWORKS INC | 2.87% | - | 2,680,000 | $227.05M | No quote | No quote |
| 15 | DHR | DANAHER CORP DEL | 2.06% | - | 1,655,300 | $163.35M | $98.68 | No quote |
| 16 | AMTD | TD AMERITRADE HLDG CORP | 2.05% | Reduce -0.6% | 2,967,500 | $162.53M | No quote | No quote |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.68% | Reduce -0.4% | 286,576 | $53.49M | No quote | No quote |
| 18 | PRMW | PRIMO WTR CORP | 0.63% | Add +48.6% | 2,843,220 | $49.73M | No quote | No quote |
| 19 | ALRM | ALARM COM HLDGS INC | 0.31% | Add +24.3% | 600,770 | $24.26M | $40.38 | No quote |
| 20 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.16% | Reduce -54.7% | 65,848 | $12.8M | No quote | No quote |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.15% | - | 42 | $11.85M | No quote | No quote |
| 22 | BOC | BOSTON OMAHA CORP | 0.09% | - | 350,000 | $7.37M | No quote | No quote |
| 23 | LAMR | LAMAR ADVERTISING CO | 0.04% | - | 48,530 | $3.32M | $68.31 | No quote |
| 24 | LKQ | LKQ CORP | - | Sold | 0 | $0 | No quote | No quote |