Position in KKR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$28,973,477
-$1,122,045 QoQ
Shares Held
315,684
-3.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#130
of 1,265 holders
Holding Since
Sep 2024
8 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, 2026Allen Investment Management, LLC holds $331,525,420 across 12 Asset Management names. KKR ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
1,118,010 | $132,271,763 | |
| 2 | ARCC |
Ares Capital Corp
|
2,441,585 | $45,242,570 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
3,174,058 | $40,881,867 | |
| 4 | BX |
Blackstone Inc.
|
269,033 | $31,657,113 | |
| 5 | KKR |
KKR & Co. Inc.
This page
|
315,684 | $28,973,477 | |
| 6 | TSLX |
Sixth Street Specialty Lending, Inc.
|
1,368,939 | $23,504,682 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
579,652 | $13,743,548 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
861,454 | $9,364,004 |
All Filings in KKR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,973,477 | 315,684 | Shares | Defined | 2026-08-05 | |
| 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. | ||||||