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Akre Capital

Dec 2024 → Sep 2026 · Publishes quarterly · 4 funds

Our archive holds 11 letters from Akre Capital, behind 10 investment theses and positions in 19 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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11
Letters
19
Companies
3
Moves
10
Theses

3 strategies

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

Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.

Also filed under Akre Capital.

What they bought and sold · 3 moves

Companies held · 19

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

Theses · 10

  • Mastercard, Inc.
    September 2026

    Mastercard benefits from dominant global payment networks, infrastructure importance, and long-term monetization potential from tokenization.

    Read the full thesis
  • Visa, Inc.
    September 2026

    Visa benefits from dominant global payment networks, infrastructure importance, and long-term monetization potential from tokenization.

    Read the full thesis
  • Constellation Software, Inc.
    September 2026

    Constellation Software benefits from disciplined capital allocation, resilient organic growth, and active AI adoption within vertical market software.

    Read the full thesis
  • Topicus.com, Inc.
    September 2026

    Topicus.com benefits from high-hurdle capital allocation, vertical market software opportunities, and a management transition the firm does not expect to impair growth.

    Read the full thesis
  • Brookfield Corp.
    September 2026

    Brookfield benefits from scale, operating capabilities, multiple growth drivers, and long-term compounding across asset management and balance-sheet investments.

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  • KKR & Co, Inc.
    September 2026

    KKR benefits from scale, operating capabilities, multiple growth drivers, and long-term compounding across asset management and balance-sheet investments.

    Read the full thesis
  • Moody's Corporation
    September 2026

    Moody's benefits from standardized ratings, mission-critical analytics, and AI-enabled product adoption.

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  • 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.

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  • 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.

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  • 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 · 11

2026

2025

2024

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