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Akre Capital

Dec 2024 → Jun 2026 · Publishes quarterly · 4 funds

Our archive holds 9 letters from Akre Capital, behind 3 investment theses and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.

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Akre Capital’s own letters page
9
Letters
13
Companies
0
Moves
3
Theses

3 strategies

Akre Capital publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.

Also filed under Akre Capital.

Companies held · 13

Every company Akre Capital has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 3

  • Brookfield Corporation
    March 2026

    Brookfield Corporation is an alternative asset manager with modest direct lending exposure and minimal retail BDC risk, underpinning comfort amid private credit worries.

    Read the full thesis
  • KKR & Co., Inc.
    March 2026

    KKR & Co. is an alternative asset manager with limited exposure to riskier private credit segments, supporting confidence despite sector concerns.

    Read the full thesis
  • Constellation Software
    September 2025

    Despite the departure of visionary leader Mark Leonard, Constellation Software’s deeply embedded customer intimacy, decentralized structure, and strong leadership continuity position it to thrive through the next generation of growth.

    Read the full thesis

Letter archive · 9

2026

2025

2024

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