Position in KKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,356,000
-$144,000 QoQ
Shares Held
200,000
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
12.13%
of 13F equity value
Holder Rank
#183
of 1,265 holders
Holding Since
Dec 2021
18 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, 2026Caldwell Investment Management Ltd. holds $19,607,600 across 2 Asset Management names. KKR ranks #1 (93.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
This page
|
200,000 | $18,356,000 | |
| 2 | AAMI |
Acadian Asset Management Inc.
|
17,500 | $1,251,600 |
All Filings in KKR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,356,000 | 200,000 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $18,500,000 | 200,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $25,496,000 | 200,000 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $26,606,000 | 200,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,122,000 | 200,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,416,084 | 212,400 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $26,964,770 | 206,500 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $21,048,000 | 200,000 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $20,116,000 | 200,000 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $16,570,000 | 200,000 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $12,320,000 | 200,000 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $11,200,000 | 200,000 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $10,504,000 | 200,000 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $9,284,000 | 200,000 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,600,000 | 200,000 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $9,258,000 | 200,000 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $11,694,000 | 200,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $14,900,000 | 200,000 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||