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 22 of 29 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INCORPORATED | 14.02% | Reduce -0.0% | 5,881,552 | $1.99B | $338.17 | |
| 2 | AMT | AMERICAN TOWER CORP NEW | 11.98% | Reduce -0.1% | 7,033,369 | $1.7B | $241.73 | |
| 3 | MCO | MOODYS CORP | 11.51% | Reduce -0.0% | 5,634,349 | $1.63B | $289.85 | |
| 4 | V | VISA INC | 7.39% | - | 5,243,370 | $1.05B | $199.97 | |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 5.98% | Reduce -0.1% | 1,840,508 | $848.62M | $461.08 | |
| 6 | CSGP | COSTAR GROUP INC | 5.73% | Add +0.4% | 958,793 | $813.55M | $848.51 | |
| 7 | SBAC | SBA COMMUNICATIONS CORP NEW | 5.53% | - | 2,465,000 | $785.05M | $318.48 | |
| 8 | ROP | ROPER TECHNOLOGIES INC | 5.33% | Add +10.3% | 1,913,645 | $756.1M | $395.11 | |
| 9 | KMX | CARMAX INC | 4.85% | Reduce -8.3% | 7,480,147 | $687.5M | $91.91 | |
| 10 | ADBE | ADOBE SYSTEMS INCORPORATED | 3.94% | - | 1,140,000 | $559.09M | $490.43 | |
| 11 | KKR | KKR & CO INC | 3.57% | Add +0.0% | 14,727,368 | $505.74M | $34.34 | |
| 12 | MKL | MARKEL CORP | 3.26% | Reduce -3.3% | 474,230 | $461.76M | $973.70 | |
| 13 | VRSK | VERISK ANALYTICS INC | 3.20% | Add +0.1% | 2,450,461 | $454.1M | $185.31 | |
| 14 | BAM | BROOKFIELD ASSET MGMT INC | 3.16% | Add +17.7% | 13,540,575 | $447.65M | $33.06 | No quote |
| 15 | DLTR | DOLLAR TREE INC | 2.92% | Reduce -0.5% | 4,528,621 | $413.64M | $91.34 | |
| 16 | DHR | DANAHER CORPORATION | 2.51% | - | 1,655,300 | $356.44M | $215.33 | |
| 17 | LYV | LIVE NATION ENTERTAINMENT IN | 2.08% | Reduce -2.1% | 5,469,400 | $294.69M | $53.88 | |
| 18 | ANSS | ANSYS INC | 1.41% | - | 609,764 | $199.53M | No quote | No quote |
| 19 | ALRM | ALARM COM HLDGS INC | 0.77% | Add +11.0% | 1,981,858 | $109.5M | $55.25 | |
| 20 | OLLI | OLLIES BARGAIN OUTLET HLDGS | 0.31% | - | 500,000 | $43.68M | $87.35 | |
| 21 | CLNY | COLONY CAP INC NEW | 0.21% | Add +613.6% | 10,704,800 | $29.22M | No quote | No quote |
| 22 | GSHD | GOOSEHEAD INS INC | 0.15% | Add +29.0% | 243,366 | $21.07M | $86.59 | |
| 23 | DSGX | DESCARTES SYS GROUP INC | 0.08% | - | 207,300 | $11.81M | $56.98 | |
| 24 | PRMW | PRIMO WATER CORPORATION | 0.06% | Reduce -48.3% | 562,599 | $7.99M | No quote | No quote |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.03% | Reduce -60.0% | 18,614 | $3.96M | No quote | No quote |
| 26 | LAMR | LAMAR ADVERTISING CO NEW | 0.02% | - | 48,530 | $3.21M | $66.17 | |
| 27 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.01% | - | 3 | $960K | No quote | No quote |
| 28 | TTD | THE TRADE DESK INC | 0.00% | New | 445 | $231K | No quote | No quote |
| 29 | MAR | MARRIOTT INTL INC NEW | - | Sold | 0 | $0 | No quote | No quote |