Gator Capital Management’s KKR Income Opportunities Fund KIO Stock Holding History

Gator Capital Management’s Portfolio KIO Stock Details KIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$125K	Hold	11,102	–	–	0.03%	68
2026 Q1	$122K	Hold	11,102	–	–	0.03%	89
2025 Q4	$129K	Sell	11,102 -800	-7%	-$9.47K	0.03%	115
2025 Q3	$150K	Sell	11,902 -1,918	-14%	-$24.2K	0.04%	76
2025 Q2	$174K	Hold	13,820	–	–	0.05%	72
2025 Q1	$170K	Sell	13,820 -5,873	-30%	-$74.6K	0.06%	68
2024 Q4	$263K	Hold	19,693	–	–	0.1%	62
2024 Q3	$291K	Sell	19,693 -7,358	-27%	-$105K	0.13%	55
2024 Q2	$371K	Sell	27,051 -490	-2%	-$6.58K	0.19%	53
2024 Q1	$373K	Hold	27,541	–	–	0.19%	54
2023 Q4	$346K	Hold	27,541	–	–	0.19%	52
2023 Q3	$329K	Hold	27,541	–	–	0.23%	52
2023 Q2	$320K	Hold	27,541	–	–	0.23%	56
2023 Q1	$302K	Buy	27,541 +345	+1%	+$3.89K	0.23%	54
2022 Q4	$299K	Sell	27,196 -1,610	-6%	-$18K	0.22%	53
2022 Q3	$330K	Hold	28,806	–	–	0.28%	48
2022 Q2	$335K	Hold	28,806	–	–	0.28%	51
2022 Q1	$416K	Hold	28,806	–	–	0.3%	53
2021 Q4	$487K	Buy	+28,806	New	+$473K	0.35%	53
2018 Q2	–	Sell	-17,947	Closed	-$285K	–	102
2018 Q1	$285K	Hold	17,947	–	–	0.28%	90
2017 Q4	$288K	Buy	+17,947	New	+$296K	0.28%	91

Other funds holding KIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gator Capital Management's KIO Position: Q2 2026 in Review

Gator Capital Management held its KKR Income Opportunities Fund (KIO) position steady in Q2 2026 at 11,102 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #68.

Gator Capital Management first reported a position in KIO in Q4 2017 and has held it in 21 quarters since. The position peaked at $487K in Q4 2021. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

Gator Capital Management held 11,102 shares of KKR Income Opportunities Fund worth $125K as of Q2 2026.
Gator Capital Management left its KKR Income Opportunities Fund share count unchanged in Q2 2026.
KKR Income Opportunities Fund made up 0.03% of Gator Capital Management's portfolio in Q2 2026, its #68 holding.
Gator Capital Management first reported a position in KKR Income Opportunities Fund in Q4 2017 and has held it in 21 quarters since.
Gator Capital Management's KKR Income Opportunities Fund position peaked at $487K in Q4 2021.
90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Gator Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.