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 | 14.95% | Add +1.7% | 7,186,828 | $1.42B | $197.06 | No quote |
| 2 | MA | MASTERCARD INC | 13.24% | Add +0.0% | 5,327,915 | $1.25B | $235.45 | No quote |
| 3 | MCO | MOODYS CORP | 10.86% | Add +0.0% | 5,682,371 | $1.03B | $181.09 | No quote |
| 4 | V | VISA INC | 8.06% | - | 4,887,270 | $763.34M | $156.19 | No quote |
| 5 | ORLY | O REILLY AUTOMOTIVE INC NEW | 7.73% | Add +0.0% | 1,887,335 | $732.85M | $388.30 | No quote |
| 6 | ROP | ROPER INDS INC NEW | 5.66% | Add +0.0% | 1,567,399 | $536M | $341.97 | No quote |
| 7 | DLTR | DOLLAR TREE INC | 5.64% | Add +0.0% | 5,086,615 | $534.3M | $105.04 | No quote |
| 8 | MKL | MARKEL CORP | 5.39% | Add +0.0% | 513,130 | $511.2M | $996.24 | No quote |
| 9 | SBAC | SBA COMMUNICATIONS CORP | 5.19% | - | 2,465,000 | $492.16M | $199.66 | No quote |
| 10 | KMX | CARMAX INC | 4.48% | Add +5.2% | 6,077,981 | $424.24M | $69.80 | No quote |
| 11 | UBNT | UBIQUITI NETWORKS INC | 4.23% | - | 2,680,000 | $401.22M | No quote | No quote |
| 12 | VRSK | VERISK ANALYTICS INC | 3.57% | Add +0.0% | 2,543,775 | $338.32M | $133.00 | No quote |
| 13 | KKR | KKR & CO L P DEL | 3.16% | Add +0.8% | 12,753,600 | $299.58M | $23.49 | No quote |
| 14 | DHR | DANAHER CORP DEL | 2.31% | - | 1,655,300 | $218.53M | $132.02 | No quote |
| 15 | AMTD | TD AMERITRADE HLDG CORP | 1.77% | - | 3,350,000 | $167.47M | No quote | No quote |
| 16 | FOCS | FOCUS FINL PARTNERS INC | 1.12% | - | 2,970,000 | $105.85M | No quote | No quote |
| 17 | ESGR | ENSTAR GROUP LIMITED | 0.84% | Reduce -49.1% | 455,447 | $79.25M | No quote | No quote |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.61% | Add +0.1% | 286,246 | $57.5M | No quote | No quote |
| 19 | PRMW | PRIMO WTR CORP | 0.47% | Add +0.5% | 2,858,679 | $44.2M | No quote | No quote |
| 20 | ALRM | ALARM COM HLDGS INC | 0.41% | - | 600,770 | $38.99M | $64.90 | No quote |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.13% | - | 42 | $12.65M | No quote | No quote |
| 22 | DHIL | DIAMOND HILL INVESTMENT GROU | 0.08% | Reduce -13.9% | 56,694 | $7.94M | No quote | No quote |
| 23 | BOC | BOSTON OMAHA CORP | 0.06% | - | 242,396 | $6.05M | No quote | No quote |
| 24 | LAMR | LAMAR ADVERTISING CO | 0.04% | - | 48,530 | $3.85M | $79.25 | No quote |
| 25 | GSHD | GOOSEHEAD INS INC | 0.01% | Add +224.0% | 38,331 | $1.07M | $27.89 | No quote |