Position in KKR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,238,080
+$4,909,098 QoQ
Shares Held
89,759
+149.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#285
of 1,265 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Derivatives in KKR
reported options exposure · as of Mar 31, 2026CallValue
$148,000
CallShares
1,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $117,251,303 across 129 Asset Management names. KKR ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
129,219 | $15,205,199 | |
| 2 | BLK |
BlackRock, Inc.
|
8,770 | $8,432,880 | |
| 3 | KKR |
KKR & Co. Inc.
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|
89,759 | $8,238,080 | |
| 4 | APO |
Apollo Global Management, Inc.
|
65,700 | $7,772,966 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
132,379 | $5,325,606 | |
| 6 | RJF |
Raymond James Financial Inc
|
25,458 | $3,870,379 | |
| 7 | OWL |
Blue Owl Capital Inc.
|
374,828 | $3,279,744 | |
| 8 | ARCC |
Ares Capital Corp
|
155,429 | $2,880,098 |
All Filings in KKR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,238,080 | 89,759 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,328,982 | 35,989 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $148,000 | 1,600 | Call | Sole | 2026-04-21 | |
| 2025-12-31 | $2,514,925 | 19,728 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,136,542 | 8,746 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $853,254 | 6,414 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,166,389 | 10,089 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $949,878 | 6,422 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $39,174 | 300 | Put | Sole | 2024-10-30 | |
| 2024-09-30 | $853,079 | 6,533 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $583,871 | 5,548 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,051,765 | 10,457 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $350,952 | 4,236 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||