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 19 of 28 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 15.67% | Reduce 0.0% | 7,186,492 | $1.59B | $221.13 | No quote |
| 2 | MA | MASTERCARD INC | 14.26% | Reduce -0.0% | 5,327,144 | $1.45B | $271.57 | No quote |
| 3 | MCO | MOODYS CORP | 11.47% | Reduce -0.0% | 5,681,803 | $1.16B | $204.83 | No quote |
| 4 | V | VISA INC | 8.29% | - | 4,887,270 | $840.66M | $172.01 | No quote |
| 5 | ORLY | O REILLY AUTOMOTIVE INC NEW | 7.41% | Reduce -0.0% | 1,887,074 | $752.02M | $398.51 | No quote |
| 6 | MKL | MARKEL CORP | 5.98% | Reduce -0.0% | 512,965 | $606.27M | $1181.90 | No quote |
| 7 | SBAC | SBA COMMUNICATIONS CORP | 5.86% | - | 2,465,000 | $594.44M | $241.15 | No quote |
| 8 | DLTR | DOLLAR TREE INC | 5.72% | Reduce -0.0% | 5,085,911 | $580.61M | $114.16 | No quote |
| 9 | ROP | ROPER INDS INC NEW | 5.51% | Reduce -0.0% | 1,567,202 | $558.86M | $356.60 | No quote |
| 10 | KMX | CARMAX INC | 5.45% | Add +3.4% | 6,285,351 | $553.11M | $88.00 | No quote |
| 11 | VRSK | VERISK ANALYTICS INC | 3.97% | Add +0.0% | 2,544,202 | $402.34M | $158.14 | No quote |
| 12 | KKR | KKR & CO L P DEL | 3.38% | Add +0.0% | 12,754,820 | $342.47M | $26.85 | No quote |
| 13 | BAM | BROOKFIELD ASSET MGMT INC | 2.79% | New | 5,324,225 | $282.66M | $53.09 | No quote |
| 14 | DHR | DANAHER CORP DEL | 2.36% | - | 1,655,300 | $239.08M | $144.43 | No quote |
| 15 | ALRM | ALARM COM HLDGS INC | 0.63% | Add +127.7% | 1,367,840 | $63.8M | $46.64 | No quote |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.59% | Add +0.1% | 286,407 | $59.58M | No quote | No quote |
| 17 | PRMW | PRIMO WTR CORP | 0.37% | Add +0.3% | 3,057,100 | $37.54M | No quote | No quote |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.13% | - | 42 | $13.1M | No quote | No quote |
| 19 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.06% | New | 100,000 | $5.86M | $58.64 | No quote |
| 20 | GSHD | GOOSEHEAD INS INC | 0.05% | - | 101,490 | $5.01M | $49.35 | No quote |
| 21 | LAMR | LAMAR ADVERTISING CO | 0.04% | - | 48,530 | $3.98M | $81.93 | No quote |
| 22 | DSGX | DESCARTES SYS GROUP INC | 0.02% | New | 50,000 | $2.02M | $40.30 | No quote |
| 23 | ESGR | ENSTAR GROUP LIMITED | 0.01% | Reduce -97.9% | 2,890 | $549K | No quote | No quote |
| 24 | BOC | BOSTON OMAHA CORP | 0.00% | Reduce -91.1% | 21,483 | $426K | No quote | No quote |
| 25 | CLNY | COLONY CAP INC NEW | 0.00% | New | 10,000 | $60K | No quote | No quote |
| 28 | UBNT | UBIQUITI NETWORKS INC | - | Sold | 0 | $0 | No quote | No quote |
| 27 | AMTD | TD AMERITRADE HLDG CORP | - | Sold | 0 | $0 | No quote | No quote |
| 26 | DHIL | DIAMOND HILL INVESTMENT GROU | - | Sold | 0 | $0 | No quote | No quote |