SEC 13F Intelligence

Valueact Holdings, L.P. / KKR

Valueact Holdings, L.P.’s Kkr & Co Inc Position

Does Valueact Holdings, L.P. own Kkr & Co Inc (KKR)? Yes3.28M shares worth $303M (+5.31% of its 13F portfolio) as of Q1 2026, up from 1.21M shares the prior filed quarter.

Position Value
$303M
Q1 2026
Shares
3.28M
% of Portfolio
+5.31%
Quarters Held
24
currently held

Position History KKR

Reported value by quarter
Q4 ’18: $995MQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.3BQ3 ’19: $1.3BQ3 ’19Q4 ’19: $1.3BQ1 ’20: $1.1BQ2 ’20: $1.4BQ2 ’20Q3 ’20: $1.5BQ4 ’20: $1.5BQ1 ’21: $1.5BQ1 ’21Q2 ’21: $1.6BQ3 ’21: $1.5BQ4 ’21: $1.6BQ4 ’21Q1 ’22: $1.3BQ2 ’22: $1.2BQ3 ’22: $1.1BQ3 ’22Q4 ’22: $1.1BQ1 ’23: $1.1BQ2 ’23: $1.1BQ2 ’23Q3 ’23: $704MQ4 ’23: $493MQ1 ’24: $192MQ1 ’24Q2 ’24: $127MQ1 ’26: $303Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.28M$303M+5.31%
Q2 20241.21M$127M+3.57%
Q1 20241.90M$192M+4.22%
Q4 20235.95M$493M+9.87%
Q3 202311.42M$704M+15.80%
Q2 202320.54M$1.1B+17.88%
Q1 202320.54M$1.1B+17.56%
Q4 202223.70M$1.1B+20.73%
Q3 202226.46M$1.1B+19.27%
Q2 202226.46M$1.2B+19.52%
Q1 202222.61M$1.3B+18.18%
Q4 202122.06M$1.6B+18.53%
Q3 202124.06M$1.5B+16.96%
Q2 202127.22M$1.6B+17.87%
Q1 202131.58M$1.5B+18.01%
Q4 202038.05M$1.5B+17.87%
Q3 202045.00M$1.5B+21.74%
Q2 202045.00M$1.4B+15.91%
Q1 202045.00M$1.1B+15.17%
Q4 201945.78M$1.3B+13.52%
Q3 201948.10M$1.3B+13.93%
Q2 201950.70M$1.3B+13.38%
Q1 201950.70M$1.2B+13.09%
Q4 201850.70M$995M+12.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valueact Holdings, L.P.’s full portfolio or all institutional holders of KKR.