Kohlberg Kravis Roberts & Co. L.P. BTSG — BRIGHTSPRING HEALTH SVCS INC

Ownership history in Kohlberg Kravis Roberts & Co. L.P.  ·  9 quarters on record

AI Ownership Summary

Kohlberg Kravis Roberts & Co. L.P. reported BRIGHTSPRING HEALTH SVCS INC (BTSG) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 42.39% in 2024 Q4. The latest visible filing shows BTSG at 33.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BTSG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kohlberg Kravis Roberts & Co. L.P.'s position in BRIGHTSPRING HEALTH SVCS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BTSG was reported at 33.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
42.39% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BTSG stock page Kohlberg Kravis Roberts & Co. L.P. fund profile Kohlberg Kravis Roberts & Co. L.P. full holdings
How Kohlberg Kravis Roberts & Co. L.P. held BTSG — position size vs. price
% of Fund (quarterly)    BTSG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 41,824,259 -20,117,773 -32.5% 33.33% $1.78B 2026-05-15 $57.90
2025 Q4 REDUCED 19.7% +13.8% ❌ 61,942,032 -15,154,305 -19.7% 37.09% $2.32B 2026-02-17 $38.46
2025 Q3 REDUCED — — — 77,096,337 -1 -0.0% 38.19% $2278.97B 2025-11-14 $32.00
2025 Q2 REDUCED 17.1% +19.2% ❌ 77,096,338 -15,863,646 -17.1% 37.57% $1818.70B 2025-08-14 $22.58
2025 Q1 UNCHANGED — — — 92,959,984 — 0% 37.99% $1681.65B 2025-05-15 $24.02
2024 Q4 UNCHANGED — — — 92,959,984 — 0% 42.39% $1583.11B 2025-02-14 $22.05
2024 Q3 ADDED — — — 92,959,984 +11,619,998 +14.3% 18.27% $1364.65B 2024-11-14 $19.19
2024 Q2 UNCHANGED — — — 81,339,986 — 0% 27.72% $924.02B 2024-08-14 $11.69
2024 Q1 INITIATED — — — 81,339,986 — — 22.80% $884.17B 2024-05-15 $11.63

🏢 Other funds also holding BTSG

As of 2026 Q1 — sorted by position size

Sea Cliff Partners Management, LP 17.26% ALTA FOX CAPITAL MANAGEMENT, LLC 3Y 16.05% Integral Health Asset Management, LLC 3Y 2.55% CHASE INVESTMENT COUNSEL CORP 3Y 7Y 2.17% Renaissance Capital LLC 3Y 2.12% Lisanti Capital Growth, LLC 3Y 7Y 2.03% ARDSLEY ADVISORY PARTNERS LP 3Y 7Y 1.9% SEVEN GRAND MANAGERS, LLC 3Y 1.71% OBERWEIS ASSET MANAGEMENT INC/ 3Y 7Y 1.46% BRAIDWELL LP 3Y 1.44%

FAQ About Kohlberg Kravis Roberts & Co. L.P. and BTSG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kohlberg Kravis Roberts & Co. L.P. reported owning BTSG?

Kohlberg Kravis Roberts & Co. L.P. reported BTSG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BTSG position in Kohlberg Kravis Roberts & Co. L.P.'s portfolio?

The largest reported portfolio weight for BTSG was 42.39% in 2024 Q4.

What is the latest reported BTSG position on this page?

The most recent filing on this page is 2026 Q1, when Kohlberg Kravis Roberts & Co. L.P. reported 41,824,259 shares, equal to 33.33% of portfolio, with an estimated market value of $1.78B.

What does the chart on this BTSG ownership page compare?

The chart compares Kohlberg Kravis Roberts & Co. L.P.'s quarterly BTSG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kohlberg Kravis Roberts & Co. L.P. time their BTSG position?

Based on 13F filing dates vs. subsequent BTSG price moves, Kohlberg Kravis Roberts & Co. L.P. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on BTSG relative to SPY over the holding period was +86.7%.

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