Position in KKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,436,930
-$1,413,046 QoQ
Shares Held
37,156
-2.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026O'ROURKE & COMPANY, Inc holds $13,690,388 across 8 Asset Management names. KKR ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
52,369 | $6,021,911 | |
| 2 | KKR |
KKR & Co. Inc.
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|
37,156 | $3,436,930 | |
| 3 | APO |
Apollo Global Management, Inc.
|
22,308 | $2,485,557 | |
| 4 | CG |
Carlyle Group Inc.
|
15,512 | $750,625 | |
| 5 | BLK |
BlackRock, Inc.
|
488 | $469,314 | |
| 6 | ARCC |
Ares Capital Corp
|
11,564 | $208,383 | |
| 7 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
13,009 | $164,693 | |
| 8 | PFD |
Flaherty & Crumrine Preferred & Income Fund Inc
|
13,683 | $152,975 |
All Filings in KKR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,436,930 | 37,156 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,849,976 | 38,045 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,083,773 | 39,121 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,235,927 | 39,359 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,578,040 | 39,599 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,943,023 | 40,180 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,982,261 | 45,813 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,749,481 | 45,130 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,490,595 | 44,647 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,610,685 | 43,581 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,699,065 | 43,816 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,467,752 | 44,067 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,267,340 | 43,171 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,054,734 | 44,264 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,857,514 | 43,198 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,121,516 | 45,831 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,712,014 | 46,383 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,355,778 | 45,044 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||