KKR
LONGINSIDER SELLCONGRESS BUYKKR & CO INC
Research: Finviz ↗·Perplexity ↗
🗄 Viewing archived Q1 2026 data — frozen, no longer refreshed.
News Summary
PositiveKKR delivered exceptional operational performance in Q1 and Q2 2026, with record fee-related earnings, AUM growth to $800B, and $127B raised over 12 months, significantly exceeding its three-year fundraising target. However, management softened full-year 2026 ANI guidance below the $7 target due to delayed monetization exits shifting into 2027, and the firm is deploying substantial capital into large acquisitions (Integer Holdings $5.7B, DCC Energy $7.7B) and new ventures (Helix Digital Infrastructure) amid an increasingly competitive environment.
Red flags
- •2026 ANI guidance lowered below $7 target due to delayed monetization environment
- •Reliance on future exit realization to justify near-term valuation, with pushback to 2027 introducing execution risk
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| ValueAct Holdings | Mason Morfit | 3.3M | +3.3M | $303M | 5.3% | — | NEW |
| Point72 | Steve Cohen | 679K | +679K | $63M | 0.1% | — | NEW |
| Soros Fund Management | Soros Family Office | 245K | +245K | $23M | 0.3% | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Portfolio Context
Where KKR ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.
position #10 of this fund's book
- 7TOAST INC$342M
- 8LIBERTY LIVE HOLDINGS INC$335M
- 9ROBLOX CORP$331M
- 10KKR & CO INC$303M
- 11MONGODB INC$254M
- 12SIMPSON MFG INC$240M
- 13SPOTIFY TECHNOLOGY S A$174M
Values are quarter-end position sizes. Shown only for funds where KKR ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| KKR Group Partnership L.P. | — | SELL | 14.7M | $58.45 | $857.49M | 2026-06-05 | ↗ |
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| BlackRock, Inc. | SC 13G | 44.9M | 5.0% | 2026-01-21 | ↗ |
SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.
Congressional Trading
| Member | Chamber | State | Type | Amount Range | Transaction Date | Filed | Src |
|---|---|---|---|---|---|---|---|
| Alan Armstrong | senate | — | BUY | $1,001 - $15,000 | 2026-03-27 | 2026-07-21 | ↗ |
Periodic Transaction Reports filed under the STOCK Act. Amounts are disclosed as ranges, not exact dollar figures.