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 18 of 23 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INCORPORATED | 18.47% | Reduce -0.4% | 5,876,026 | $2.04B | $347.73 | |
| 2 | MCO | MOODYS CORP | 14.36% | - | 5,703,785 | $1.59B | $278.62 | |
| 3 | AMT | AMERICAN TOWER CORP NEW | 13.39% | Add +0.3% | 6,993,427 | $1.48B | $211.86 | |
| 4 | V | VISA INC | 9.24% | Reduce -6.2% | 4,922,138 | $1.02B | $207.76 | |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 9.02% | Reduce -19.7% | 1,182,283 | $997.88M | $844.03 | |
| 6 | ROP | ROPER TECHNOLOGIES INC | 6.47% | Reduce 0.0% | 1,655,625 | $715.38M | $432.09 | |
| 7 | KKR | KKR & CO L P DEL | 6.34% | Reduce -2.3% | 15,102,918 | $701.08M | $46.42 | |
| 8 | CSGP | COSTAR GROUP INC | 4.97% | - | 7,111,430 | $549.57M | $77.28 | |
| 9 | BN | BROOKFIELD CORP | 4.94% | New | 17,366,753 | $546.36M | $31.46 | |
| 10 | DHR | DANAHER CORPORATION | 4.29% | Add +8.0% | 1,788,200 | $474.62M | $265.42 | |
| 11 | ADBE | ADOBE SYSTEMS INCORPORATED | 3.77% | Reduce -25.6% | 1,239,558 | $417.15M | $336.53 | |
| 12 | KMX | CARMAX INC | 2.91% | Reduce -28.0% | 5,291,022 | $322.17M | $60.89 | |
| 13 | BAM | BROOKFIELD ASSET MANAGMT LTD | 0.96% | New | 3,691,684 | $105.84M | $28.67 | |
| 14 | DBRG | DIGITALBRIDGE GROUP INC | 0.49% | Add +8.0% | 4,991,720 | $54.61M | No quote | No quote |
| 15 | ALRM | ALARM COM HLDGS INC | 0.12% | - | 263,939 | $13.06M | $49.48 | |
| 16 | GOOG | ALPHABET INC | 0.08% | - | 100,000 | $8.87M | $88.73 | |
| 17 | GSHD | GOOSEHEAD INS INC | 0.08% | - | 243,672 | $8.37M | $34.34 | |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.05% | - | 17,114 | $5.29M | No quote | No quote |
| 19 | DLTR | DOLLAR TREE INC | 0.04% | Reduce -7.5% | 30,439 | $4.31M | $141.44 | |
| 20 | VRSK | VERISK ANALYTICS INC | 0.03% | Reduce -99.2% | 18,976 | $3.35M | $176.42 | |
| 23 | SNOW | SNOWFLAKE INC | - | Sold | 0 | $0 | No quote | No quote |
| 22 | CRM | SALESFORCE COM INC | - | Sold | 0 | $0 | No quote | No quote |
| 21 | BAM | BROOKFIELD ASSET MGMT INC | - | Sold | 0 | $0 | No quote | No quote |