GoodHaven Capital Management’s KKR & Co KKR Stock Holding History

GoodHaven Capital Management’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.1M	Sell	143,103 -200	-0.1%	-$19.4K	4.13%	12
2026 Q1	$13.3M	Buy	143,303 +21,978	+18%	+$2.32M	4.62%	10
2025 Q4	$15.5M	Hold	121,325	–	–	5.01%	9
2025 Q3	$15.8M	Hold	121,325	–	–	5.08%	7
2025 Q2	$16.1M	Hold	121,325	–	–	5.61%	6
2025 Q1	$14M	Sell	121,325 -3,940	-3%	-$542K	4.75%	9
2024 Q4	$18.5M	Hold	125,265	–	–	5.98%	6
2024 Q3	$16.4M	Hold	125,265	–	–	5.42%	7
2024 Q2	$13.2M	Hold	125,265	–	–	4.84%	8
2024 Q1	$12.6M	Hold	125,265	–	–	4.74%	8
2023 Q4	$10.4M	Sell	125,265 -975	-0.8%	-$66K	4.5%	8
2023 Q3	$7.78M	Hold	126,240	–	–	4.08%	9
2023 Q2	$7.07M	Sell	126,240 -100	-0.1%	-$5.24K	4.24%	8
2023 Q1	$6.64M	Buy	126,340 +65	+0.1%	+$3.49K	4.27%	8
2022 Q4	$5.86M	Buy	126,275 +500	+0.4%	+$24.4K	3.94%	9
2022 Q3	$5.41M	Buy	125,775 +5,000	+4%	+$253K	3.91%	9
2022 Q2	$5.59M	Buy	120,775 +36,950	+44%	+$1.94M	4.12%	9
2022 Q1	$4.9M	Buy	83,825 +10,100	+14%	+$636K	2.92%	12
2021 Q4	$5.49M	Hold	73,725	–	–	3.21%	12
2021 Q3	$4.49M	Hold	73,725	–	–	2.92%	12
2021 Q2	$4.37M	Hold	73,725	–	–	2.9%	12
2021 Q1	$3.6M	Hold	73,725	–	–	2.7%	12
2020 Q4	$2.98M	Sell	73,725 -3,025	-4%	-$114K	2.48%	12
2020 Q3	$2.64M	Hold	76,750	–	–	2.41%	13
2020 Q2	$2.37M	Hold	76,750	–	–	2.46%	15
2020 Q1	$1.8M	Buy	+76,750	New	+$2.2M	1.98%	18

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GoodHaven Capital Management's KKR Position: Q2 2026 in Review

GoodHaven Capital Management reduced its KKR & Co (KKR) stake by 0.14% in Q2 2026, selling an estimated $19.4K and leaving 143,103 shares worth $13.1M. The position accounts for 4.13% of the portfolio, ranked #12.

GoodHaven Capital Management first reported a position in KKR in Q1 2020 and has held it in 26 quarters since. The position peaked at $18.5M in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

GoodHaven Capital Management held 143,103 shares of KKR & Co worth $13.1M as of Q2 2026.
GoodHaven Capital Management sold 200 KKR & Co shares in Q2 2026, an estimated $19.4K.
KKR & Co made up 4.13% of GoodHaven Capital Management's portfolio in Q2 2026, its #12 holding.
GoodHaven Capital Management first reported a position in KKR & Co in Q1 2020 and has held it in 26 quarters since.
GoodHaven Capital Management's KKR & Co position peaked at $18.5M in Q4 2024.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on GoodHaven Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.