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 15 of 24 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INC | 13.85% | Reduce -0.1% | 5,327,165 | $1.19B | $222.61 | No quote |
| 2 | AMT | AMERICAN TOWER CORP NEW | 11.99% | Reduce -0.1% | 7,068,048 | $1.03B | $145.30 | No quote |
| 3 | MCO | MOODYS CORP | 11.09% | Reduce -0.0% | 5,681,621 | $949.97M | $167.20 | No quote |
| 4 | V | VISA INC | 8.56% | - | 4,887,270 | $733.53M | $150.09 | No quote |
| 5 | ORLY | O REILLY AUTOMOTIVE INC NEW | 7.65% | Reduce -0.1% | 1,887,307 | $655.5M | $347.32 | No quote |
| 6 | MKL | MARKEL CORP | 7.12% | Reduce -0.1% | 513,090 | $609.8M | $1188.49 | No quote |
| 7 | ROP | ROPER INDS INC NEW | 5.39% | Reduce -0.0% | 1,559,194 | $461.85M | $296.21 | No quote |
| 8 | DLTR | DOLLAR TREE INC | 4.84% | Add +1.1% | 5,086,035 | $414.77M | $81.55 | No quote |
| 9 | SBAC | SBA COMMUNICATIONS CORP | 4.62% | - | 2,465,000 | $395.95M | $160.63 | No quote |
| 10 | KMX | CARMAX INC | 4.58% | - | 5,254,491 | $392.35M | $74.67 | No quote |
| 11 | VRSK | VERISK ANALYTICS INC | 3.58% | Reduce -0.0% | 2,543,442 | $306.61M | $120.55 | No quote |
| 12 | KKR | KKR & CO L P DEL | 3.18% | - | 10,000,000 | $272.7M | $27.27 | No quote |
| 13 | UBNT | UBIQUITI NETWORKS INC | 3.09% | - | 2,680,000 | $264.95M | No quote | No quote |
| 14 | ESGR | ENSTAR GROUP LIMITED | 2.85% | Reduce -11.2% | 1,169,714 | $243.89M | No quote | No quote |
| 15 | DHR | DANAHER CORP DEL | 2.10% | - | 1,655,300 | $179.87M | $108.66 | No quote |
| 16 | AMTD | TD AMERITRADE HLDG CORP | 1.83% | - | 2,967,500 | $156.77M | No quote | No quote |
| 17 | FOCS | FOCUS FINL PARTNERS INC | 1.52% | New | 2,750,000 | $130.52M | No quote | No quote |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.72% | Reduce -0.2% | 286,076 | $61.25M | No quote | No quote |
| 19 | PRMW | PRIMO WTR CORP | 0.60% | - | 2,843,220 | $51.32M | No quote | No quote |
| 20 | ALRM | ALARM COM HLDGS INC | 0.40% | - | 600,770 | $34.48M | $57.40 | No quote |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.16% | - | 42 | $13.44M | No quote | No quote |
| 22 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.13% | - | 65,848 | $10.89M | No quote | No quote |
| 23 | BOC | BOSTON OMAHA CORP | 0.09% | Reduce -24.6% | 263,834 | $7.89M | No quote | No quote |
| 24 | LAMR | LAMAR ADVERTISING CO | 0.04% | - | 48,530 | $3.78M | $77.81 | No quote |