Castleview Partners, LLC

Position in KKR — KKR & Co. Inc.

CIK 1737088 DALLAS, TX

Position in KKR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,402,319

+$1,001,927 QoQ

Shares Held

47,966

+30.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.82%

of 13F equity value

Holder Rank

#372

of 1,267 holders

Holding Since

Sep 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Castleview Partners, LLC holds $10,753,853 across 9 Asset Management names. KKR ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc. This page	47,966	$4,402,319
2	FSCO	FS Credit Opportunities Corp.	487,964	$2,434,940
3	MAIN	Main Street Capital CORP	23,680	$1,228,518
4	CEF	Sprott Physical Gold & Silver Trust	19,658	$790,841
5	JQC	Nuveen Credit Strategies Income Fund	155,708	$756,740
6	PSLV	Sprott Physical Silver Trust	31,090	$586,668
7	BPRE	Bluerock Private Real Estate Fund	24,940	$324,469
8	BBDC	Barings BDC, Inc.	13,466	$114,730

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,402,319	47,966	+30.5%	Shares	Sole	2026-07-20
2026-03-31	$3,400,392	36,761	+84.5%	Shares	Sole	2026-05-01
2025-12-31	$2,539,911	19,924	+284528.6%	Shares	Sole	2026-01-12
2024-06-30	$736	7	-36.4%	Shares	Sole	2024-07-31
2024-03-31	$1,106	11	-45.0%	Shares	Sole	2024-05-10
2023-12-31	$1,657	20	0.0%	Shares	Sole	2024-02-05
2023-09-30	$1,232	20	0.0%	Shares	Sole	2023-10-26
2023-06-30	$1,120	20	-33.3%	Shares	Sole	2023-08-15
2023-03-31	$1,575	30	+15.4%	Shares	Sole	2023-05-16
2022-12-31	$1,206	26	+23.8%	Shares	Sole	2023-02-01
2022-09-30	$903	21	—	Shares	Sole	2022-11-10
No filing history on record for this holder in this stock.