KKR & Co. L.P. (KKR)

Sector:Financials
Super Investor Stats:
Ownership count:9
Ownership rank:34
% of all portfolios:0.468%
Hold Price * :$82.85
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
ValueAct Capital Reduce 47.87% 5,466,800 9.06
Triple Frond Partners Sell 100.00% 493,692 3.86
Bill Nygren - Oakmark Select Fund Reduce 31.55% 1,533,000 2.21
John Armitage - Egerton Capital Sell 100.00% 1,394,577 1.00
John Rogers - Ariel Appreciation Fund Reduce 25.15% 111,664 0.87
Viking Global Investors Buy 1,388,521 0.42
Charles Bobrinskoy - Ariel Focus Fund Reduce 10.12% 1,997 0.25
Stephen Mandel - Lone Pine Capital Reduce 5.15% 338,318 0.24
Chase Coleman - Tiger Global Management Sell 100.00% 511,000 0.23
Chuck Akre - Akre Capital Management Reduce 1.55% 262,388 0.18
Prem Watsa - Fairfax Financial Holdings Reduce 34.72% 12,500 0.07
Q3  2023
ValueAct Capital Reduce 44.38% 9,114,325 12.61
Chuck Akre - Akre Capital Management Add 11.01% 1,676,739 0.95
John Rogers - Ariel Appreciation Fund Reduce 8.26% 40,004 0.25
John Armitage - Egerton Capital Reduce 3.95% 57,310 0.04
Prem Watsa - Fairfax Financial Holdings Reduce 10.00% 4,000 0.02
Thomas Gayner - Markel Asset Management Add 0.19% 2,777 0.00
Q2  2023
John Armitage - Egerton Capital Reduce 62.31% 2,399,841 1.39
John Rogers - Ariel Appreciation Fund Reduce 14.37% 81,233 0.42
Chuck Akre - Akre Capital Management Add 0.38% 57,500 0.03
Thomas Gayner - Markel Asset Management Add 1.54% 22,000 0.01
Bill Nygren - Oakmark Select Fund Add 0.01% 300 0.00
Q1  2023
Triple Frond Partners Buy 493,692 3.78
Stephen Mandel - Lone Pine Capital Buy 6,564,382 3.19
ValueAct Capital Reduce 13.36% 3,167,278 2.71
Bill Nygren - Oakmark Select Fund Reduce 11.66% 641,300 0.75
John Armitage - Egerton Capital Reduce 12.62% 556,114 0.31
Chase Coleman - Tiger Global Management Buy 511,000 0.24
Chuck Akre - Akre Capital Management Add 0.49% 73,450 0.03
Q4  2022
ValueAct Capital Reduce 10.41% 2,754,052 2.41
Viking Global Investors Sell 100.00% 3,177,089 0.63
Bill Nygren - Oakmark Select Fund Add 10.00% 500,000 0.57
Chuck Akre - Akre Capital Management Reduce 2.26% 350,000 0.15
John Armitage - Egerton Capital Reduce 7.46% 355,217 0.14
Q3  2022
Bill Nygren - Oakmark Select Fund Buy 5,000,000 5.35
John Armitage - Egerton Capital Reduce 30.97% 2,136,476 0.71
Viking Global Investors Buy 3,177,089 0.63
Chuck Akre - Akre Capital Management Add 0.50% 77,006 0.03
Thomas Gayner - Markel Asset Management Add 0.16% 2,215 0.00
Q2  2022
ValueAct Capital Add 17.04% 3,851,214 2.84
Chuck Akre - Akre Capital Management Add 3.43% 510,592 0.19
John Armitage - Egerton Capital Add 5.97% 388,643 0.12
John Rogers - Ariel Appreciation Fund Add 5.21% 27,985 0.12
Thomas Gayner - Markel Asset Management Add 0.29% 4,158 0.00
Q1  2022
John Rogers - Ariel Appreciation Fund Add 21.95% 96,712 0.45
ValueAct Capital Add 2.49% 550,000 0.44
Viking Global Investors Sell 100.00% 806,081 0.17
John Armitage - Egerton Capital Reduce 6.93% 485,061 0.15
Chuck Akre - Akre Capital Management Add 0.91% 134,660 0.05
Thomas Gayner - Markel Asset Management Add 0.24% 3,350 0.00
Q4  2021
ValueAct Capital Reduce 8.31% 2,000,000 1.68
John Rogers - Ariel Appreciation Fund Reduce 27.22% 164,807 0.88
Charles Bobrinskoy - Ariel Focus Fund Add 44.03% 6,032 0.64
Viking Global Investors Buy 806,081 0.17
John Armitage - Egerton Capital Reduce 3.08% 222,134 0.08
Thomas Gayner - Markel Asset Management Add 0.07% 1,000 0.00
Chuck Akre - Akre Capital Management Add 0.00% 632 0.00
Q3  2021
ValueAct Capital Reduce 11.63% 3,165,777 2.23
Lee Ainslie - Maverick Capital Sell 100.00% 431,616 0.24
John Armitage - Egerton Capital Reduce 1.44% 105,790 0.03
Thomas Gayner - Markel Asset Management Add 0.60% 8,500 0.01
Chuck Akre - Akre Capital Management Reduce 0.02% 2,716 0.00
Q2  2021
ValueAct Capital Reduce 13.82% 4,363,546 2.86
Charles Bobrinskoy - Ariel Focus Fund Reduce 46.90% 12,100 1.10
Lee Ainslie - Maverick Capital Reduce 26.72% 157,389 0.09
Thomas Gayner - Markel Asset Management Add 0.60% 8,400 0.01
John Armitage - Egerton Capital Add 0.43% 31,704 0.01
Chuck Akre - Akre Capital Management Reduce 0.01% 1,080 0.00
Q1  2021
ValueAct Capital Reduce 16.99% 6,465,328 3.69
Lee Ainslie - Maverick Capital Add 51.05% 199,075 0.09
John Armitage - Egerton Capital Reduce 2.76% 207,222 0.05
Thomas Gayner - Markel Asset Management Add 0.94% 13,000 0.01
Chuck Akre - Akre Capital Management Add 0.05% 7,376 0.00
Q4  2020
ValueAct Capital Reduce 15.44% 6,950,000 3.26
Lee Ainslie - Maverick Capital Reduce 84.09% 2,060,961 1.32
Charles Bobrinskoy - Ariel Focus Fund Reduce 29.32% 10,700 0.83
John Armitage - Egerton Capital Reduce 3.18% 246,096 0.06
Prem Watsa - Fairfax Financial Holdings Reduce 11.11% 5,000 0.01
Thomas Gayner - Markel Asset Management Add 0.51% 7,000 0.00
Chuck Akre - Akre Capital Management Reduce 0.01% 920 0.00
Q3  2020
Charles Bobrinskoy - Ariel Focus Fund Reduce 43.76% 28,400 2.22
John Rogers - Ariel Appreciation Fund Reduce 18.22% 134,900 0.48
Lee Ainslie - Maverick Capital Reduce 12.37% 346,114 0.22
First Eagle Investment Management Sell 100.00% 1,128,360 0.11
Prem Watsa - Fairfax Financial Holdings Reduce 18.18% 10,000 0.02
Chuck Akre - Akre Capital Management Add 0.04% 5,511 0.00
John Armitage - Egerton Capital Reduce 0.18% 14,050 0.00
Q2  2020
Charles Bobrinskoy - Ariel Focus Fund Reduce 31.83% 30,300 2.07
Lee Ainslie - Maverick Capital Reduce 42.88% 2,099,951 1.37
Richard Pzena - Hancock Classic Value Sell 100.00% 681,862 1.03
John Armitage - Egerton Capital Add 52.64% 2,675,846 0.61
Chuck Akre - Akre Capital Management Add 3.77% 534,321 0.12
John Rogers - Ariel Appreciation Fund Add 3.31% 23,700 0.08
Prem Watsa - Fairfax Financial Holdings Reduce 16.67% 11,000 0.02
First Eagle Investment Management Reduce 8.37% 103,120 0.01
Q1  2020
Josh Tarasoff - Greenlea Lane Capital Sell 100.00% 686,455 10.28
Lee Ainslie - Maverick Capital Add 322.82% 3,738,800 1.85
Charles Bobrinskoy - Ariel Focus Fund Reduce 16.93% 19,400 1.14
Richard Pzena - Hancock Classic Value Reduce 48.74% 648,423 0.98
Chuck Akre - Akre Capital Management Add 11.23% 1,432,716 0.33

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.