---
name: Copy Akre Capital Management
kind: hedgecopy-fund
cik: 0001112520
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-08-14
author: HedgeCopy
---

# Copy Akre Capital Management (13F follow-the-filing)

Akre Capital Management files a 13F-HR with the SEC each quarter (CIK 0001112520). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +8.4% vs SPY +22.9% (alpha -14.5%/yr)
- Annualised since the series started (2022-08-19 to 2026-10-09): +5.9% vs SPY +17.3%
- Follow-the-filing TTM: -15.2% vs SPY +16.2% (alpha -31.4%)
- Quarters of history: 17; average coverage 100%; flags: none

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 20.0% |
| 2 | MCO | MOODYS CORP | 10.3% |
| 3 | BN | BROOKFIELD CORP | 10.1% |
| 4 | KKR | KKR & CO L P DEL | 9.0% |
| 5 | FICO | FAIR ISAAC CORP | 8.5% |
| 6 | ROP | ROPER TECHNOLOGIES INC | 7.8% |
| 7 | V | VISA INC | 7.5% |
| 8 | CSGP | COSTAR GROUP INC | 6.5% |
| 9 | CPRT | COPART INC | 4.4% |
| 10 | ORLY | OREILLY AUTOMOTIVE INC | 3.9% |
| 11 | ABNB | AIRBNB INC | 3.3% |
| 12 | CCC | CCC INTELLIGENT SOLUTIONS HL | 3.0% |
| 13 | NOW | SERVICENOW INC | 2.4% |
| 14 | CRM | SALESFORCE INC | 2.2% |
| 15 | GSHD | GOOSEHEAD INS INC | 0.4% |
| 16 | — | SOPHIA GENETICS SA | 0.4% |
| 17 | PRM | PERIMETER SOLUTIONS INC | 0.2% |
| 18 | AMT | AMERICAN TOWER CORP NEW | 0.1% |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.1% |

## About the fund

Akre Capital Management is a boutique asset management firm based in Middleburg, Virginia, that manages assets through exchange-traded funds, private partnerships, and separately managed accounts. Founded by Chuck Akre in 1989, the firm focuses on long-term capital compounding.

- Strategy: Long-term compounding via a three-legged stool approach focusing on extraordinary businesses, talented management, and reinvestment.
- Type: Long-only
- Founders: Chuck Akre
- Key people: John Neff (Chief Executive Officer & Chief Investment Officer); Chuck Akre (Chairman); Andrew Millette; Trey Tickner (Research Analyst); Quinn Morris (Chief Compliance Officer); Devon Ramirez (Managing Director, Institutional Fund Distribution); John O’Bannon (Director, Institutional Fund Distribution); Carolyn Hylton (Head Trader & Client Service Director); Stacy S. duCellier (Operations Manager); Chris Albright (Finance & Business Manager)
- Founded 1989 · HQ Middleburg, USA
- Reported AUM: $5.8bn (as of September 30, 2026)
- Website: https://www.akrecapital.com/

### Approach
The firm employs a three-legged stool approach, seeking extraordinary businesses, talented management, and great reinvestment opportunities. They focus on long-term compounding of capital, often with a five to ten-year horizon, and avoid trading based on short-term price movements. The firm prefers to concentrate capital in a select group of exceptional businesses.

### History
Chuck Akre founded the firm in 1989 after 21 years in the securities business. From 1993 to 2000, the firm operated under the umbrella of Friedman, Billings, Ramsey & Co in Washington, DC. In 2000, the firm was taken private and moved to Middleburg, Virginia.

### Notable positions / campaigns
- Mastercard Inc A (2026): Mastercard Inc A (MA) position in the firm's 13F portfolio.
- Moody's Corp (2026): Moody's Corp (MCO) position in the firm's 13F portfolio.
- Brookfield Corp (2026): Brookfield Corp (BN) position in the firm's 13F portfolio.
- Kkr & Co Inc (2026): Kkr & Co Inc (KKR) position in the firm's 13F portfolio.
- Fair Isaac Corp (2026): Fair Isaac Corp (FICO) position in the firm's 13F portfolio.
- Roper Technologies Inc (2026): Roper Technologies Inc (ROP) position in the firm's 13F portfolio.

_Profile generated 2026-10-09 from public sources; may be incomplete or out of date._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001112520"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.