Lion Street Advisors’s FS KKR Capital FSK Stock Holding History

Lion Street Advisors’s Portfolio FSK Stock Details FSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$400K	Buy	+18,224	New	+$345K	0.14%	139
2023 Q3	–	Sell	-18,224	Closed	-$400K	–	272
2023 Q2	$400K	Buy	+18,224	New	+$345K	0.13%	147

Other funds holding FSK

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

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

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

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM

Lion Street Advisors's FSK Position: Q3 2025 in Review

Lion Street Advisors opened a new position in FS KKR Capital (FSK) in Q3 2025: 18,224 shares worth $400K. The stake represents 0.14% of the portfolio and ranks #139 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in FSK as recently as Q2 2023.

Lion Street Advisors first reported a position in FSK in Q2 2023 and has held it in 2 quarters since. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

Lion Street Advisors held 18,224 shares of FS KKR Capital worth $400K as of Q3 2025.
FS KKR Capital was a new Lion Street Advisors position in Q3 2025.
FS KKR Capital made up 0.14% of Lion Street Advisors's portfolio in Q3 2025, its #139 holding.
Lion Street Advisors first reported a position in FS KKR Capital in Q2 2023 and has held it in 2 quarters since.
502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.