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 23 of 28 rows. Rows without a quote are marked unavailable.
| 1 | AMT | AMERICAN TOWER CORP NEW | 13.71% | Reduce -0.1% | 7,037,939 | $1.82B | $258.54 | |
| 2 | MA | MASTERCARD INC | 13.11% | Add +1.7% | 5,883,862 | $1.74B | $295.70 | |
| 3 | MCO | MOODYS CORP | 11.67% | Reduce -0.0% | 5,636,344 | $1.55B | $274.73 | |
| 4 | V | VISA INC | 7.63% | - | 5,243,370 | $1.01B | $193.17 | |
| 5 | ORLY | O REILLY AUTOMOTIVE INC NEW | 5.85% | Reduce -0.1% | 1,841,899 | $776.67M | $421.67 | |
| 6 | SBAC | SBA COMMUNICATIONS CORP | 5.53% | - | 2,465,000 | $734.37M | $297.92 | |
| 7 | KMX | CARMAX INC | 5.50% | Reduce -0.4% | 8,154,026 | $730.19M | $89.55 | |
| 8 | CSGP | COSTAR GROUP INC | 5.11% | Add +118.0% | 955,353 | $678.94M | $710.67 | |
| 9 | ROP | ROPER INDS INC NEW | 5.07% | Add +1.7% | 1,734,754 | $673.54M | $388.26 | |
| 10 | ADBE | ADOBE INC | 3.74% | - | 1,140,000 | $496.25M | $435.31 | |
| 11 | KKR | KKR & CO L P DEL | 3.42% | Add +3.8% | 14,721,857 | $454.61M | $30.88 | |
| 12 | MKL | MARKEL CORP | 3.41% | Reduce -1.4% | 490,388 | $452.71M | $923.17 | |
| 13 | DLTR | DOLLAR TREE INC | 3.18% | Reduce -0.1% | 4,549,586 | $421.66M | $92.68 | |
| 14 | VRSK | VERISK ANALYTICS INC | 3.14% | Reduce -0.0% | 2,448,048 | $416.66M | $170.20 | |
| 15 | BAM | BROOKFIELD ASSET MGMT INC | 2.85% | Add +59.9% | 11,502,025 | $378.42M | $32.90 | No quote |
| 16 | DHR | DANAHER CORP DEL | 2.21% | - | 1,655,300 | $292.71M | $176.83 | |
| 17 | LYV | LIVE NATION ENTERTAINMENT IN | 1.87% | Add +1.9% | 5,587,638 | $247.7M | $44.33 | |
| 18 | ANSS | ANSYS INC | 1.34% | Add +30.1% | 609,764 | $177.89M | No quote | No quote |
| 19 | ALRM | ALARM COM HLDGS INC | 0.87% | Add +0.8% | 1,784,870 | $115.68M | $64.81 | |
| 20 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | 0.37% | - | 500,000 | $48.83M | $97.65 | |
| 21 | PRMW | PRIMO WTR CORP | 0.11% | Reduce -31.1% | 1,088,678 | $14.97M | No quote | No quote |
| 22 | GSHD | GOOSEHEAD INS INC | 0.11% | Add +9.6% | 188,672 | $14.18M | $75.16 | |
| 23 | DSGX | DESCARTES SYS GROUP INC | 0.08% | - | 207,300 | $10.97M | $52.90 | |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.06% | Reduce -1.5% | 46,506 | $8.3M | No quote | No quote |
| 25 | CLNY | COLONY CAP INC NEW | 0.03% | Add +0.1% | 1,500,000 | $3.6M | No quote | No quote |
| 26 | LAMR | LAMAR ADVERTISING CO | 0.02% | - | 48,530 | $3.24M | $66.76 | |
| 27 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.01% | - | 3 | $802K | No quote | No quote |
| 28 | MAR | MARRIOTT INTL INC NEW | 0.00% | - | 7,500 | $643K | $85.73 |