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 20 of 27 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 15.14% | Reduce 0.0% | 7,186,212 | $1.65B | $229.82 | No quote |
| 2 | MA | MASTERCARD INC | 14.59% | Reduce -0.0% | 5,326,849 | $1.59B | $298.59 | No quote |
| 3 | MCO | MOODYS CORP | 12.37% | Reduce 0.0% | 5,681,643 | $1.35B | $237.41 | No quote |
| 4 | V | VISA INC | 8.42% | - | 4,887,270 | $918.32M | $187.90 | No quote |
| 5 | ORLY | O REILLY AUTOMOTIVE INC NEW | 7.58% | Reduce -0.0% | 1,886,926 | $826.96M | $438.26 | No quote |
| 6 | SBAC | SBA COMMUNICATIONS CORP | 5.45% | - | 2,465,000 | $594.04M | $240.99 | No quote |
| 7 | KMX | CARMAX INC | 5.42% | Add +7.4% | 6,747,651 | $591.57M | $87.67 | No quote |
| 8 | MKL | MARKEL CORP | 5.38% | Reduce -0.0% | 512,764 | $586.18M | $1143.17 | No quote |
| 9 | ROP | ROPER INDS INC NEW | 5.09% | Reduce 0.0% | 1,567,132 | $555.13M | $354.23 | No quote |
| 10 | DLTR | DOLLAR TREE INC | 4.39% | Reduce -0.0% | 5,084,880 | $478.23M | $94.05 | No quote |
| 11 | VRSK | VERISK ANALYTICS INC | 3.48% | Reduce 0.0% | 2,544,142 | $379.94M | $149.34 | No quote |
| 12 | KKR | KKR & CO L P DEL | 3.41% | - | 12,754,820 | $372.06M | $29.17 | No quote |
| 13 | BAM | BROOKFIELD ASSET MGMT INC | 3.31% | Add +17.4% | 6,250,000 | $361.25M | $57.80 | No quote |
| 14 | DHR | DANAHER CORP DEL | 2.33% | - | 1,655,300 | $254.06M | $153.48 | No quote |
| 15 | CSGP | COSTAR GROUP INC | 1.37% | New | 250,000 | $149.58M | $598.30 | No quote |
| 16 | ALRM | ALARM COM HLDGS INC | 0.63% | Add +17.5% | 1,607,502 | $69.07M | $42.97 | No quote |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.59% | Reduce -0.4% | 285,342 | $64.63M | No quote | No quote |
| 18 | ANSS | ANSYS INC | 0.39% | New | 163,740 | $42.15M | No quote | No quote |
| 19 | PRMW | PRIMO WTR CORP | 0.33% | Add +5.4% | 3,222,200 | $36.17M | No quote | No quote |
| 20 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.13% | - | 42 | $14.26M | No quote | No quote |
| 21 | GSHD | GOOSEHEAD INS INC | 0.07% | Add +69.6% | 172,168 | $7.3M | $42.40 | No quote |
| 22 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.06% | Add +6.4% | 106,437 | $6.95M | $65.31 | No quote |
| 23 | LAMR | LAMAR ADVERTISING CO | 0.04% | - | 48,530 | $4.33M | $89.26 | No quote |
| 24 | DSGX | DESCARTES SYS GROUP INC | 0.02% | - | 50,000 | $2.14M | $42.72 | No quote |
| 25 | CLNY | COLONY CAP INC NEW | 0.00% | - | 10,000 | $47K | No quote | No quote |
| 27 | ESGR | ENSTAR GROUP LIMITED | - | Sold | 0 | $0 | No quote | No quote |
| 26 | BOC | BOSTON OMAHA CORP | - | Sold | 0 | $0 | No quote | No quote |