Jacobs Levy Equity Management’s Kennedy-Wilson Holdings KW Stock Holding History

Jacobs Levy Equity Management’s Portfolio KW Stock Details KW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-136,041	Closed	-$925K	–	1039
2025 Q2	$925K	Sell	136,041 -48,303	-26%	-$322K	﹤0.01%	769
2025 Q1	$1.6M	Buy	+184,344	New	+$1.68M	0.01%	710
2022 Q3	–	Sell	-714,759	Closed	-$13.5M	–	1097
2022 Q2	$13.5M	Buy	714,759 +26,924	+4%	+$579K	0.1%	227
2022 Q1	$16.8M	Buy	687,835 +46,493	+7%	+$1.07M	0.11%	215
2021 Q4	$15.3M	Sell	641,342 -64,019	-9%	-$1.46M	0.1%	227
2021 Q3	$14.8M	Buy	705,361 +194,147	+38%	+$4.05M	0.1%	234
2021 Q2	$10.2M	Buy	511,214 +114,349	+29%	+$2.31M	0.07%	292
2021 Q1	$8.02M	Buy	+396,865	New	+$7.45M	0.06%	331
2015 Q3	–	Sell	-13,140	Closed	-$323K	–	842
2015 Q2	$323K	Buy	+13,140	New	+$336K	0.01%	639

Other funds holding KW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Jacobs Levy Equity Management's KW Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Kennedy-Wilson Holdings (KW) in Q3 2025, closing a stake of 136,041 shares — an estimated $925K sold.

Jacobs Levy Equity Management first reported a position in KW in Q2 2015 and held it in 9 quarters. The position peaked at $16.8M in Q1 2022. 213 funds tracked by Wall St. Rank hold KW as of Q3 2025.

Jacobs Levy Equity Management reported no remaining Kennedy-Wilson Holdings position as of Q3 2025 after selling out during the quarter.
Jacobs Levy Equity Management sold 136,041 Kennedy-Wilson Holdings shares in Q3 2025, an estimated $925K.
Jacobs Levy Equity Management first reported a position in Kennedy-Wilson Holdings in Q2 2015 and held it in 9 quarters.
Jacobs Levy Equity Management's Kennedy-Wilson Holdings position peaked at $16.8M in Q1 2022.
213 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.