LEE DANNER & BASS INC

Position in KKR — KKR & Co. Inc.

CIK 939219 NASHVILLE, TN

Position in KKR

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,623,005

-$591,450 QoQ

Shares Held

17,546

+1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

LEE DANNER & BASS INC holds $11,084,253 across 4 Asset Management names. KKR ranks #3 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	148,998	$6,029,949
2	BAM	Brookfield Asset Management Ltd.	64,883	$2,884,049
3	KKR	KKR & Co. Inc. This page	17,546	$1,623,005
4	ADX	Adams Diversified Equity Fund, Inc.	25,000	$547,250

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,623,005	17,546	+1.0%	Shares	Sole	2026-04-28
2025-12-31	$2,214,455	17,371	-8.9%	Shares	Sole	2026-01-29
2025-09-30	$2,478,276	19,071	-4.0%	Shares	Sole	2025-10-29
2025-06-30	$2,643,439	19,871	+3.1%	Shares	Sole	2025-07-31
2025-03-31	$2,227,920	19,271	-0.9%	Shares	Sole	2025-04-29
2024-12-31	$2,876,257	19,446	-5.6%	Shares	Sole	2025-02-11
2024-09-30	$2,689,425	20,596	+7.4%	Shares	Sole	2024-10-30
2024-06-30	$2,017,556	19,171	-2.8%	Shares	Sole	2024-07-30
2023-12-31	$1,633,884	19,721	0.0%	Shares	Sole	2024-02-01
2023-09-30	$1,214,813	19,721	-4.8%	Shares	Sole	2023-10-27
2023-06-30	$1,160,376	20,721	-2.3%	Shares	Sole	2023-07-31
2023-03-31	$1,113,424	21,200	-2.3%	Shares	Sole	2023-05-02
2022-12-31	$1,007,314	21,700	+0.5%	Shares	Sole	2023-02-01
2022-09-30	$928,800	21,600	+0.9%	Shares	Sole	2022-10-31
2022-06-30	$990,606	21,400	-0.9%	Shares	Sole	2022-07-25
2022-03-31	$1,262,952	21,600	0.0%	Shares	Sole	2022-04-27
2021-12-31	$1,609,200	21,600	0.0%	Shares	Sole	2022-01-27
2021-09-30	$1,315,008	21,600	0.0%	Shares	Sole	2021-11-01
2021-06-30	$1,279,584	21,600	0.0%	Shares	Sole	2021-07-27
2021-03-31	$1,055,160	21,600	0.0%	Shares	Sole	2021-04-29
2020-12-31	$874,584	21,600	0.0%	Shares	Sole	2021-02-09
2020-09-30	$741,744	21,600	0.0%	Shares	Sole	2020-11-12
2020-06-30	$667,008	21,600	0.0%	Shares	Sole	2020-08-10
2020-03-31	$506,952	21,600	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.