Position in KKR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,882,259
New position
Shares Held
31,404
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#432
of 1,265 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Poehling Capital Management, INC. holds $21,740,844 across 8 Asset Management names. KKR ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
251,429 | $6,635,211 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
18,047 | $6,107,104 | |
| 3 | TROW |
Price T Rowe Group Inc
|
29,888 | $3,397,966 | |
| 4 | KKR |
KKR & Co. Inc.
This page
|
31,404 | $2,882,259 | |
| 5 | BEN |
Franklin Resources Inc
|
54,403 | $1,809,987 | |
| 6 | APO |
Apollo Global Management, Inc.
|
3,077 | $364,039 | |
| 7 | BX |
Blackstone Inc.
|
2,509 | $295,234 | |
| 8 | BLK |
BlackRock, Inc.
|
259 | $249,044 |
All Filings in KKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,882,259 | 31,404 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||