Position in KKR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,695,984
+$612,727 QoQ
Shares Held
127,435
+6.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#239
of 1,268 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026GREENWOOD GEARHART LLC holds $13,198,675 across 5 Asset Management names. KKR ranks #1 (88.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
This page
|
127,435 | $11,695,984 | |
| 2 | SAR |
Saratoga Investment Corp.
|
21,500 | $479,665 | |
| 3 | PFLT |
PennantPark Floating Rate Capital Ltd.
|
56,662 | $423,831 | |
| 4 | GAIN |
Gladstone Investment Corporation\De
|
22,400 | $346,304 | |
| 5 | STEW |
SRH Total Return Fund, Inc.
|
14,128 | $252,891 |
All Filings in KKR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,695,984 | 127,435 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,083,257 | 119,819 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,146,583 | 110,971 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||