Position in KKR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$30,095,522
-$1,565,920 QoQ
Shares Held
325,357
+31.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Allen Investment Management, LLC holds $456,658,558 across 12 Asset Management names. KKR ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
2,217,621 | $247,087,331 | |
| 2 | ARCC |
Ares Capital Corp
|
2,598,482 | $46,824,645 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
3,365,900 | $42,612,294 | |
| 4 | BX |
Blackstone Inc.
|
286,132 | $32,902,318 | |
| 5 | KKR |
KKR & Co. Inc.
This page
|
325,357 | $30,095,522 | |
| 6 | TSLX |
Sixth Street Specialty Lending, Inc.
|
1,395,961 | $25,657,763 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
666,316 | $15,785,026 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
906,168 | $10,022,218 |
All Filings in KKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,095,522 | 325,357 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $31,661,442 | 248,364 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $32,146,381 | 247,375 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $12,420,478 | 93,366 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $8,619,881 | 74,560 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $28,239,568 | 190,924 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $3,669,428 | 28,101 | Shares | Defined | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||