Copy Invest | Sonar Terminal

Chuck Akre - Akre Capital Management

307 trades · 288 closed · 19 open · Win rate: 52.4% · Avg return: +36.8% · Median return: +3%

⚠ 3 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
ORLY - O'Reilly Automotive, Inc.	Q2 2013	$7.51	Open	$85.75	+1,042.12%	Open	History

MA - Mastercard Inc.	Q2 2013	$57.45	Open	$538.02	+836.50%	Open	History

MWP - Mark West Hydro	Q3 2003	$7.25	Q4 2007	$62.65	+764.14%	Closed	History

MCO - Moody's Corp.	Q2 2013	$60.93	Open	$494.73	+711.96%	Open	History

V - Visa Inc.	Q2 2013	$45.69	Open	$356.02	+679.25%	Open	History

PENN - PENN Entertainment, Inc.	Q3 2002	$2.13	Q3 2007	$13.34	+525.21%	Closed	History

P4W - Primo Wtr Corp	Q2 2013	$1.82	Q4 2019	$11.22	+516.48%	Closed	History

MCRI - Monarch Casino & Resort, Inc.	Q3 2003	$5.57	Q3 2007	$28.45	+411.23%	Closed	History

DHR - Danaher Corp.	Q4 2013	$51.89	Q4 2025	$228.92	+341.18%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q2 2013	$111.92	Open	$491.09	+338.79%	Open	History

CSX - CSX Corp.	Q1 2003	$0.85	Q4 2008	$3.61	+324.72%	Closed	History

VRSK - Verisk Analytics, Inc.	Q2 2013	$59.70	Q3 2025	$251.51	+321.29%	Closed	History

KKR - KKR & Co. Inc.	Q2 2018	$24.85	Open	$97.21	+291.19%	Open	History

3UB - Ubiquiti Networks Inc	Q3 2014	$37.53	Q2 2019	$131.50	+250.39%	Closed	History

ALRM - Alarm Com Hldgs Inc	Q2 2015	$15.38	Q4 2022	$49.48	+221.72%	Closed	History

FGMGQ - FL Gaming Corp	Q3 2003	$3.49	Q3 2004	$10.00	+186.53%	Closed	History

MCRS - Micros Systems Inc.	Q3 2002	$23.19	Q3 2007	$65.08	+180.64%	Closed	History

DLTR - Dollar Tree, Inc.	Q2 2013	$50.84	Q1 2024	$133.15	+161.90%	Closed	History

ROP - Roper Technologies, Inc.	Q1 2014	$133.51	Open	$346.65	+159.64%	Open	History

558319Q - AMC Entertainment	Q3 2002	$7.41	Q3 2004	$19.14	+158.30%	Closed	History

CSX - CSX Corp.	Q2 2013	$7.73	Q3 2017	$18.10	+134.15%	Closed	History

AMT - American Tower Corp.	Q2 2013	$73.17	Open	$168.83	+130.74%	Open	History

MKL - Markel Group Inc.	Q2 2013	$526.95	Q2 2021	$1,186.74	+125.21%	Closed	History

BAC.WS.A - Bank Of America Corporation	Q2 2013	$5.46	Q2 2017	$12.04	+120.51%	Closed	History

TJX - The TJX Companies, Inc.	Q1 2010	$10.63	Q3 2012	$22.40	+110.72%	Closed	History

CAO - Csk Auto Corp	Q4 2007	$5.01	Q2 2008	$10.48	+109.18%	Closed	History

BAC - Bank of America Corp.	Q4 2011	$5.56	Q4 2012	$11.61	+108.81%	Closed	History

BN - Brookfield Corp.	Q4 2022	$20.97	Open	$43.66	+108.17%	Open	History

BRK.A - Berkshire Hathaway CL A	Q2 2013	$168,593.22	Q4 2020	$347,666.67	+106.22%	Closed	History

AMTD - Td Ameritrade Hldg Corp	Q2 2013	$145.74	Q2 2019	$299.52	+105.52%	Closed	History

DLTR - Dollar Tree, Inc.	Q1 2010	$19.74	Q4 2012	$40.56	+105.47%	Closed	History

ROST - Ross Stores, Inc.	Q1 2010	$13.37	Q4 2012	$27.05	+102.32%	Closed	History

2914808Q - Station Casinos	Q1 2004	$44.17	Q3 2007	$87.48	+98.05%	Closed	History

MA - Mastercard Inc.	Q1 2010	$25.40	Q4 2012	$49.13	+93.42%	Closed	History

GSHD - Goosehead Insurance, Inc.	Q4 2018	$26.29	Open	$50.30	+91.33%	Open	History

AAP - Advance Auto Parts, Inc.	Q3 2004	$22.93	Q4 2005	$43.46	+89.51%	Closed	History

RVR - White River Capital Inc	Q4 2009	$11.24	Q4 2012	$21.25	+89.06%	Closed	History

LYV - Live Nation Entertainment, Inc.	Q1 2020	$45.46	Q1 2021	$84.65	+86.21%	Closed	History

BRYG - Berkshire Hathaway B	Q1 2003	$2,136.79	Q3 2007	$3,952.12	+84.96%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q2 2004	$44.39	Q4 2008	$79.72	+79.59%	Closed	History

AAPL - Apple Inc.	Q2 2013	$14.16	Q3 2014	$25.19	+77.86%	Closed	History

DLTH - Duluth Hldgs Inc	Q4 2015	$14.59	Q4 2016	$25.40	+74.09%	Closed	History

PRMW - Primo Wtr Corp	Q1 2020	$9.06	Q4 2020	$15.69	+73.18%	Closed	History

PVAHQ - Penn Virginia Corp	Q3 2003	$44.20	Q2 2008	$75.42	+70.63%	Closed	History

LNWO - Scientific Games	Q3 2002	$6.71	Q3 2003	$11.40	+69.90%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q1 2004	$104.30	Q2 2008	$174.85	+67.64%	Closed	History

2951 - Philip Morris Co., Inc.	Q1 2003	$21.67	Q2 2003	$36.13	+66.73%	Closed	History

DHIL - Diamond Hill Investment Grou	Q2 2013	$85.59	Q2 2019	$141.73	+65.59%	Closed	History

KSL - Kaneb Services	Q3 2003	$26.65	Q2 2005	$43.28	+62.40%	Closed	History

SBAC - SBA Communications Corp.	Q3 2019	$241.15	Q4 2021	$389.02	+61.32%	Closed	History

702901Q - Spectrasite Inc.	Q3 2004	$46.50	Q2 2005	$74.43	+60.06%	Closed	History

LAMR - Lamar Advertising Co.	Q4 2013	$52.25	Q4 2020	$83.23	+59.29%	Closed	History

WMB - The Williams Companies, Inc.	Q3 2013	$36.36	Q2 2015	$57.37	+57.78%	Closed	History

PMACA - PMA Capital Corporation	Q4 2003	$5.12	Q1 2005	$8.00	+56.25%	Closed	History

ORLY - O'Reilly Automotive, Inc.	Q1 2011	$3.83	Q4 2012	$5.96	+55.62%	Closed	History

BK - Bank of New York	Q1 2003	$20.49	Q4 2005	$31.82	+55.30%	Closed	History

LYV - Live Nation Entertainment, Inc.	Q2 2013	$15.50	Q3 2015	$24.04	+55.10%	Closed	History

TTD - The Trade Desk, Inc.	Q3 2020	$51.91	Q4 2020	$80.00	+54.11%	Closed	History

ADBE - Adobe Inc.	Q1 2020	$318.24	Q2 2023	$488.99	+53.65%	Closed	History

BAC.WS.A - Bank of America	Q3 2012	$3.53	Q4 2012	$5.42	+53.54%	Closed	History

BOC - Boston Omaha Corp	Q2 2017	$13.19	Q3 2019	$19.83	+50.34%	Closed	History

MKL - Markel Group Inc.	Q3 2002	$199.18	Q4 2008	$299.00	+50.12%	Closed	History

WTM - White Mountains Insurance Group, Ltd.	Q3 2003	$397.00	Q1 2006	$594.59	+49.77%	Closed	History

FDCP - First Data Corp	Q3 2002	$27.92	Q4 2003	$41.10	+47.21%	Closed	History

BAM - Brookfield Asset Management Ltd.	Q4 2022	$28.67	Q1 2024	$42.02	+46.56%	Closed	History

DSGX - The Descartes Systems Group Inc.	Q3 2019	$40.30	Q4 2020	$58.48	+45.11%	Closed	History

ESGR - Enstar Group Limited	Q2 2013	$132.98	Q3 2019	$189.97	+42.86%	Closed	History

PRA - ProAssurance Corp.	Q2 2004	$17.06	Q4 2005	$24.32	+42.60%	Closed	History

VL2 - Nustar Gp Holdings LLC	Q2 2013	$26.73	Q2 2015	$38.06	+42.39%	Closed	History

BYI - Bally Technologies/byi	Q1 2006	$16.99	Q4 2008	$24.03	+41.44%	Closed	History

CSX - CSX Corp.	Q3 2009	$4.65	Q4 2012	$6.57	+41.29%	Closed	History

LAMR - Lamar Advertising Co.	Q3 2009	$27.44	Q4 2012	$38.75	+41.22%	Closed	History

C - Citigroup Inc.	Q1 2003	$344.50	Q4 2005	$485.30	+40.87%	Closed	History

AAPL - Apple Inc.	Q3 2011	$13.62	Q4 2012	$19.01	+39.59%	Closed	History

HIG - The Hartford Insurance Group, Inc.	Q3 2011	$16.14	Q4 2012	$22.44	+39.03%	Closed	History

TROW - T. Rowe Price Group, Inc.	Q3 2009	$45.70	Q3 2012	$63.44	+38.82%	Closed	History

SCI - Service Corp. International	Q4 2003	$5.39	Q1 2005	$7.48	+38.78%	Closed	History

DHI - D.R. Horton, Inc.	Q3 2002	$9.30	Q3 2007	$12.81	+37.74%	Closed	History

PENN - PENN Entertainment, Inc.	Q3 2009	$6.25	Q4 2011	$8.61	+37.64%	Closed	History

9893105Q - Enterprise Gp Hldgs L P	Q1 2010	$42.93	Q3 2010	$58.72	+36.78%	Closed	History

PRM - Perimeter Solutions, Inc.	Q1 2026	$24.42	Open	$33.32	+36.45%	Open	History

BHRB - Burke & Herbert Bank	Q1 2003	$37.49	Q3 2004	$50.88	+35.71%	Closed	History

KMX - CarMax, Inc.	Q3 2009	$20.90	Q3 2012	$28.30	+35.41%	Closed	History

HIG - The Hartford Insurance Group, Inc.	Q2 2013	$30.92	Q4 2014	$41.69	+34.83%	Closed	History

FDS - FactSet Research Systems Inc.	Q4 2009	$65.87	Q4 2012	$88.06	+33.69%	Closed	History

WFC - Wells Fargo & Co.	Q1 2003	$22.41	Q4 2008	$29.48	+31.58%	Closed	History

MKL - Markel Group Inc.	Q3 2009	$329.82	Q4 2012	$433.42	+31.41%	Closed	History

AES - The AES Corp.	Q2 2003	$6.35	Q4 2008	$8.24	+29.76%	Closed	History

PRE - PartnersRe Ltd	Q3 2003	$589.19	Q4 2005	$763.60	+29.60%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q1 2003	$21.15	Q2 2003	$27.11	+28.18%	Closed	History

ITIC - Investors Title Co.	Q1 2004	$30.75	Q3 2007	$39.25	+27.64%	Closed	History

DVD - Dover Motorsports, Inc.	Q3 2002	$4.00	Q2 2008	$5.09	+27.25%	Closed	History

LKQ - LKQ Corp.	Q2 2015	$30.24	Q1 2018	$37.95	+25.50%	Closed	History

FXCB - Fox Chase Bancorp Inc New	Q3 2010	$9.46	Q4 2010	$11.85	+25.26%	Closed	History

LF1 - LandAmerica Financial Group/lf	Q1 2005	$50.03	Q4 2005	$62.40	+24.73%	Closed	History

KMX - CarMax, Inc.	Q3 2003	$16.33	Q3 2007	$20.33	+24.49%	Closed	History

IIVI - II VI, Inc.	Q3 2002	$13.35	Q1 2003	$16.60	+24.34%	Closed	History

ANSS - Ansys Inc	Q2 2013	$73.10	Q2 2016	$90.75	+24.15%	Closed	History

DIG1 - Directv	Q2 2013	$61.64	Q1 2014	$76.42	+23.98%	Closed	History

PDSG - PDS Gaming	Q3 2003	$1.55	Q4 2003	$1.92	+23.87%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.