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 17 of 19 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INCORPORATED | 21.27% | Reduce -0.3% | 5,850,761 | $2.32B | $395.91 | |
| 2 | MCO | MOODYS CORP | 14.79% | Reduce -3.5% | 5,094,646 | $1.61B | $316.17 | |
| 3 | AMT | AMERICAN TOWER CORP NEW | 10.22% | Add +0.3% | 6,768,224 | $1.11B | $164.45 | |
| 4 | V | VISA INC | 10.14% | Reduce -2.5% | 4,800,954 | $1.1B | $230.01 | |
| 5 | KKR | KKR & CO L P DEL | 9.56% | Add +11.0% | 16,910,607 | $1.04B | $61.60 | |
| 6 | ORLY | OREILLY AUTOMOTIVE INC | 8.81% | Reduce -5.2% | 1,055,473 | $959.28M | $908.86 | |
| 7 | ROP | ROPER TECHNOLOGIES INC | 7.00% | Reduce -4.9% | 1,574,759 | $762.62M | $484.28 | |
| 8 | BN | BROOKFIELD CORP | 5.21% | Reduce -0.9% | 18,144,651 | $567.38M | $31.27 | |
| 9 | CSGP | COSTAR GROUP INC | 5.12% | Add +1.9% | 7,249,226 | $557.39M | $76.89 | |
| 10 | DHR | DANAHER CORPORATION | 4.04% | Reduce -0.8% | 1,775,400 | $440.48M | $248.10 | |
| 11 | KMX | CARMAX INC | 1.78% | Reduce -4.1% | 2,733,462 | $193.34M | $70.73 | |
| 12 | BAM | BROOKFIELD ASSET MANAGMT LTD | 1.06% | Reduce -6.2% | 3,463,872 | $115.49M | $33.34 | |
| 13 | DBRG | DIGITALBRIDGE GROUP INC | 0.72% | Reduce -11.4% | 4,447,630 | $78.19M | No quote | No quote |
| 14 | GSHD | GOOSEHEAD INS INC | 0.17% | - | 243,672 | $18.16M | $74.53 | |
| 15 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.06% | Reduce -0.0% | 17,110 | $5.99M | $350.30 | |
| 16 | VRSK | VERISK ANALYTICS INC | 0.04% | Reduce -1.8% | 18,635 | $4.4M | $236.24 | |
| 17 | DLTR | DOLLAR TREE INC | 0.03% | Reduce -4.6% | 28,916 | $3.08M | $106.45 | |
| 18 | ADBE | ADOBE SYSTEMS INCORPORATED | - | 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.
| 1 | MA | MASTERCARD INCORPORATEDCOM | CALL | - | 10,000 | $623.46M |