KKR — KKR & CO INC

Ownership history in Caldwell Investment Management Ltd.  ·  16 quarters on record

This page tracks every 13F SEC filing in which Caldwell Investment Management Ltd. reported a position in KKR & CO INC (KKR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
23.02% (2025 Q2)
Avg. % of fund
13.83%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 200,000 — 0% 15.81% $25.7M $127.25
2025 Q2 UNCHANGED 200,000 — 0% 23.02% $26.6M $132.41
2025 Q1 REDUCED 200,000 -12,400 -5.8% 16.93% $22.8M $114.89
2024 Q4 ADDED 212,400 +5,900 +2.9% 21.22% $31.5M $146.81
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    KKR price (monthly, adj. close)

Other funds also holding KKR

As of 2025 Q4 — sorted by position size

Hudson Way Capital Management LLC 3Y 7Y 13.01% Enstar Group LTD 3Y 12.97% AKRE CAPITAL MANAGEMENT LLC 3Y 7Y 11.33% Crescent Park Management, L.P. 3Y 7Y 9.4% LYNWOOD PRICE CAPITAL MANAGEMENT LP 8.68% Triveni Capital Investments LP 8.61% JACKSON HILL ADVISORS, LLC 3Y 8.4% Montaka Global Pty Ltd 8.39% SCOPIA CAPITAL MANAGEMENT LP 3Y 7Y 7.29% TRB Advisors LP 3Y 7Y 5.56%
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