HF Best Ideas
AnalysesQuarterly LettersInsightsCharts✦Warren AI
AnalysesQuarterly LettersInsightsCharts✦Warren AI
Akre Capital

Akre

Mar 2025 → Dec 2025

Our archive holds 2 letters from this strategy, behind 1 investment thesis and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.

2 letters in a year — follow all of Akre Capital for every strategy.

Also held

  • Moody's Corporation
  • Visa Inc.
  • Constellation Software, Inc.
  • Topicus.com Inc.
  • Mastercard Incorporated
  • Airbnb, Inc.
  • Roper Technologies, Inc.
  • Brookfield Corporation
  • CoStar Group, Inc.
  • CCC Intelligent Solutions Holdings Inc.
  • KKR & Co. Inc.

Its investment theses

  • Constellation SoftwareSep 2025Despite 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.

Every letter

2025

  • December 2025
  • March 2025

Other Akre Capital strategies

  • Akre Focus Fund4
  • Akre on Constellation1
© 2026 HF Best Ideas
ExploreCompanies A–Z·Funds A–Z·Research·Charts·Fund overlap tool
Privacy·Terms·Disclosures·Contact