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Greenhaven Road Investment Management’s KKR & Co KKR Stock Holding History

Greenhaven Road Investment 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
2021
Q1 		– Sell
-730,000
Closed -$29.6M – 29
2020
Q4 		$29.6M Buy
+730,000
New +$27.6M 6.22% 7

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Greenhaven Road Investment Management's KKR Position: Q1 2026 in Review

Greenhaven Road Investment Management reduced its KKR & Co (KKR) stake by 44% in Q1 2026, selling an estimated $8.8M and leaving 106,600 shares worth $9.86M. The position accounts for 6.78% of the portfolio, ranked #7.

Greenhaven Road Investment Management first reported a position in KKR in Q4 2019 and has held it in 26 quarters since. The position peaked at $362M in Q2 2023. 1,281 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Greenhaven Road Investment Management held 106,600 shares of KKR & Co worth $9.86M as of Q1 2026.
  • Greenhaven Road Investment Management sold 83,500 KKR & Co shares in Q1 2026, an estimated $8.8M.
  • KKR & Co made up 6.78% of Greenhaven Road Investment Management's portfolio in Q1 2026, its #7 holding.
  • Greenhaven Road Investment Management first reported a position in KKR & Co in Q4 2019 and has held it in 26 quarters since.
  • Greenhaven Road Investment Management's KKR & Co position peaked at $362M in Q2 2023.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Greenhaven Road Investment Management's 13F filing for Q1 2026, filed 15 May 2026.