Chuck Akre - Akre Capital Management
As of Q1 2026, this manager reported 19 long-equity positions worth $6.12B in aggregate.
It also disclosed $18.67M 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.
As of Q1 2026, Chuck Akre's Akre Capital Management held 19 long-equity positions with a reported value of $6.12B.
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Live quotes available for 19 of 22 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INCORPORATED | 18.64% | Reduce -24.1% | 2,281,106 | $1.14B | $499.66 | |
| 2 | BN | BROOKFIELD CORP | 11.27% | Reduce -36.6% | 17,027,077 | $689.09M | $40.47 | |
| 3 | KKR | KKR & CO L P DEL | 10.16% | Reduce -17.1% | 6,718,078 | $621.42M | $92.50 | |
| 4 | MCO | MOODYS CORP | 8.89% | Reduce -28.2% | 1,246,114 | $543.62M | $436.25 | |
| 5 | V | VISA INC | 8.10% | Reduce -38.8% | 1,638,798 | $495.31M | $302.24 | |
| 6 | ROP | ROPER TECHNOLOGIES INC | 7.27% | Add +13.8% | 1,257,232 | $444.88M | $353.86 | |
| 7 | CSGP | COSTAR GROUP INC | 6.83% | Add +7.6% | 10,348,273 | $417.45M | $40.34 | |
| 8 | FICO | FAIR ISAAC CORP | 6.35% | Add +31.1% | 363,765 | $388.33M | $1067.54 | |
| 9 | ORLY | OREILLY AUTOMOTIVE INC | 5.87% | Reduce -42.2% | 3,885,813 | $358.7M | $92.31 | |
| 10 | CPRT | COPART INC | 4.34% | Add +1.7% | 7,998,938 | $265.56M | $33.20 | |
| 11 | ABNB | AIRBNB INC | 4.20% | Reduce -41.4% | 2,034,473 | $256.91M | $126.28 | |
| 12 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 3.09% | Add +26.9% | 31,513,070 | $189.08M | No quote | No quote |
| 13 | CRM | SALESFORCE INC | 2.19% | New | 717,799 | $133.99M | $186.67 | |
| 14 | NOW | SERVICENOW INC | 1.87% | New | 1,096,099 | $114.6M | $104.55 | |
| 15 | GSHD | GOOSEHEAD INS INC | 0.31% | Add +19.5% | 443,385 | $18.91M | $42.66 | |
| 16 | SOPH | SOPHIA GENETICS SA | 0.30% | - | 3,719,140 | $18.41M | $4.95 | |
| 17 | AMT | AMERICAN TOWER CORP NEW | 0.14% | Reduce -80.1% | 50,772 | $8.76M | $172.58 | |
| 18 | PRM | PERIMETER SOLUTIONS INC | 0.10% | New | 250,000 | $6.11M | $24.42 | |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.08% | Reduce -13.1% | 10,339 | $4.95M | $479.20 | |
| 21 | DHR | DANAHER CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 20 | KMX | CARMAX INC | - | 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 | CRM | SALESFORCE INCCOM | CALL | New | 100,000 | $18.67M |