KKR β€” KKR & CO INC

Ownership history in LB Partners LLC  Β·  9 quarters on record

AI Ownership Summary

LB Partners LLC reported KKR & CO INC (KKR) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.01% in 2025 Q4. The latest visible filing shows KKR at 2.01% 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 KKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LB Partners LLC's position in KKR & CO 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
2025 Q4

KKR was reported at 2.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.01% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How LB Partners LLC held KKR β€” position size vs. price
% of Fund (quarterly)    KKR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 17,100 β€” 0% 2.01% $2.2M 2026-02-14 (Est.) $101.55
2025 Q3 UNCHANGED 17,100 β€” 0% 1.43% $2.2M 2025-10-31 $117.93
2025 Q2 UNCHANGED 17,100 β€” 0% 1.45% $2.3M 2025-07-29 $150.30
2025 Q1 UNCHANGED 17,100 β€” 0% 1.44% $2.0M 2025-04-29 $113.64
2024 Q4 UNCHANGED 17,100 β€” 0% 1.90% $2.5M 2025-01-24 $164.30
2024 Q3 UNCHANGED 17,100 β€” 0% 1.94% $2.2M 2024-10-21 $139.34
2024 Q2 UNCHANGED 17,100 β€” 0% 1.50% $1.8M 2024-07-29 $117.38
2024 Q1 UNCHANGED 17,100 β€” 0% 1.75% $1.7M 2024-05-01 $93.98
2023 Q4 INITIATED 17,100 β€” β€” 1.55% $1.4M 2024-01-26 $85.57

FAQ About LB Partners LLC and KKR

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

How long has LB Partners LLC reported owning KKR?

LB Partners LLC reported KKR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KKR position in LB Partners LLC's portfolio?

The largest reported portfolio weight for KKR was 2.01% in 2025 Q4.

What is the latest reported KKR position on this page?

The most recent filing on this page is 2025 Q4, when LB Partners LLC reported 17,100 shares, equal to 2.01% of portfolio, with an estimated market value of $2.2M.

What does the chart on this KKR ownership page compare?

The chart compares LB Partners LLC's quarterly KKR 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.

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