Position in KKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,736,378
+$7,150,086 QoQ
Shares Held
389,370
+26.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
3.59%
of 13F equity value
Holder Rank
#115
of 1,265 holders
Holding Since
Jun 2022
17 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, 2026Zuckerman Investment Group, LLC holds $36,901,153 across 4 Asset Management names. KKR ranks #1 (96.8% of the industry book) .
All Filings in KKR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,736,378 | 389,370 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,586,292 | 309,041 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,908,639 | 226,770 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,453,592 | 218,958 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $30,437,397 | 228,801 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $22,251,572 | 192,471 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $29,183,382 | 197,305 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $26,450,023 | 202,558 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,318,782 | 202,573 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $20,374,188 | 202,567 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,980,521 | 204,955 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,184,124 | 214,028 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $11,926,768 | 212,978 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $11,223,629 | 213,702 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,826,232 | 211,681 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $9,011,252 | 209,564 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,038,996 | 152,063 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||