Akre Capital
Akre Focus Fund
US
Jun 2025 → Sep 2026
Our archive holds 4 letters from this strategy and positions in 18 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 2 years — follow all of Akre Capital for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD · ETF - NAV
- YTD−19.6%index +12.8%
- 1Y−21.8%index +15.7%
- 3Y · /yr+4.0%index +22.9%
- 5Y · /yr+0.5%index +13.8%
- 10Y · /yr+10.4%index +15.3%
- Inception · /yr+12.3%index +14.6%
Index: S&P 500 TR
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Akre Focus Fund | −19.6% | −21.8% | +4.0% | +0.5% | +10.4% | +12.3% |
| S&P 500 TR | +12.8% | +15.7% | +22.9% | +13.8% | +15.3% | +14.6% |
Since inception: Since Inception 8/31/2009
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
For example, growth for luxury goods remains muted, weighing on LVMH.
We initiated small positions in TransDigm and Rollins that may grow over time, and there are other long-admired businesses we hope to add as well if valuations permit.
We initiated small positions in TransDigm and Rollins that may grow over time, and there are other long-admired businesses we hope to add as well if valuations permit.
Also held
- Fair Isaac Corporation
- Constellation Software, Inc.
- KKR & Co, Inc.
- CoStar Group, Inc.
- Moody's Corp.
- Salesforce, Inc.
- Copart, Inc.
- Visa, Inc.
- CCC Intelligent Solutions Holdings Inc.
- Mastercard, Inc.
- Topicus.com, Inc.
- Brookfield Corp.
- ServiceNow, Inc.
- Mastercard
- CoStar Group
- ServiceNow
- Topicus.com
- KKR & Co
- Visa
- CCC Intelligent Solutions
- Moody's
- Constellation Software
- Roper Technologies
- Salesforce
- Fair Isaac