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
- +11.96%
- 1-year
- -10.46%
- 3-year
- +31.87%
- 5-year
- +22.32%
- 3-year vs S&P 500
- -42.34%
- 5-year vs S&P 500
- -51.78%
- 5-year top 5
- +39.44%
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 25 rows. Rows without a quote are marked unavailable.
| 1 | MCO | MOODYS CORP | 12.74% | Add +0.0% | 5,621,097 | $2.2B | $390.58 | |
| 2 | MA | MASTERCARD INC | 12.22% | Add +0.1% | 5,861,191 | $2.11B | $359.32 | |
| 3 | AMT | AMERICAN TOWER CORP NEW | 11.90% | Add +0.0% | 7,009,097 | $2.05B | $292.50 | |
| 4 | V | VISA INC | 6.59% | - | 5,244,738 | $1.14B | $216.71 | |
| 5 | ORLY | O REILLY AUTOMOTIVE INC NEW | 6.47% | Add +0.0% | 1,579,281 | $1.12B | $706.23 | |
| 6 | KKR | KKR & CO L P DEL | 6.37% | Add +0.0% | 14,730,660 | $1.1B | $74.50 | |
| 7 | KMX | CARMAX INC | 5.51% | Add +2.5% | 7,290,172 | $949.4M | $130.23 | |
| 8 | ADBE | ADOBE INC | 5.03% | Add +0.0% | 1,530,090 | $867.65M | $567.06 | |
| 9 | ROP | ROPER INDS INC NEW | 4.75% | Add +0.0% | 1,663,070 | $818M | $491.86 | |
| 10 | BAM | BROOKFIELD ASSET MGMT INC | 4.60% | Add +0.0% | 13,127,979 | $792.67M | $60.38 | No quote |
| 11 | CSGP | COSTAR GROUP INC | 4.48% | Add +0.0% | 9,764,350 | $771.68M | $79.03 | |
| 12 | CRM | SALESFORCE COM INC | 4.13% | - | 2,800,000 | $711.56M | $254.13 | |
| 13 | SBAC | SBA COMMUNICATIONS CORP | 3.49% | Reduce -19.8% | 1,547,180 | $601.88M | $389.02 | |
| 14 | VRSK | VERISK ANALYTICS INC | 3.25% | Add +0.0% | 2,445,001 | $559.25M | $228.73 | |
| 15 | DHR | DANAHER CORP DEL | 3.16% | - | 1,655,300 | $544.61M | $329.01 | |
| 16 | DLTR | DOLLAR TREE INC | 2.16% | Reduce -25.9% | 2,652,191 | $372.69M | $140.52 | |
| 17 | ANSS | ANSYS INC | 1.42% | - | 609,764 | $244.59M | No quote | No quote |
| 18 | ALRM | ALARM COM HLDGS INC | 0.97% | - | 1,978,658 | $167.81M | $84.81 | |
| 19 | DBRG | DIGITALBRIDGE GROUP INC | 0.51% | - | 10,504,800 | $87.51M | No quote | No quote |
| 20 | GSHD | GOOSEHEAD INS INC | 0.22% | - | 293,366 | $38.16M | $130.08 | |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.03% | - | 17,504 | $5.23M | $299.02 | |
| 22 | TDUP | THREDUP INC | 0.00% | - | 22,500 | $287K | $12.76 | |
| 23 | OLLI | OLLIES BARGAIN OUTLT HLDGS I | - | Sold | 0 | $0 | No quote | No quote |
Options positions
Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.