SEC 13F Intelligence

Adirondack Retirement Specialists, Inc. / KKR

Adirondack Retirement Specialists, Inc.’s Kkr & Co Inc Position

Does Adirondack Retirement Specialists, Inc. own Kkr & Co Inc (KKR)? Yes — 128.1K shares worth $8M (+6.13% of its 13F portfolio) as of Q3 2023, down from 170.3K shares the prior filed quarter.

Position Value
$8M
Q3 2023
Shares
128.1K
% of Portfolio
+6.13%
Quarters Held
11
currently held

Position History KKR

Reported value by quarter
Q1 ’21: $9MQ1 ’21Q2 ’21: $12MQ3 ’21: $12MQ3 ’21Q4 ’21: $14MQ1 ’22: $11MQ1 ’22Q2 ’22: $9MQ3 ’22: $10MQ3 ’22Q4 ’22: $10MQ1 ’23: $10MQ1 ’23Q2 ’23: $10MQ3 ’23: $8MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023128.1K$8M+6.13%
Q2 2023170.3K$10M+7.48%
Q1 2023204.8K$10M+8.70%
Q4 2022220.2K$10M+11.53%
Q3 2022221.0K$10M+9.17%
Q2 2022195.6K$9M+9.15%
Q1 2022152.6K$11M+9.99%
Q4 2021182.6K$14M+11.86%
Q3 2021198.1K$12M+11.17%
Q2 2021148.0K$12M+11.11%
Q1 2021144.5K$9M+9.73%

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