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

Scopia 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
Q3 		– Sell
-64,585
Closed -$5.93M – 10
2026
Q2 		$5.93M Sell
64,585
-25,611
-28% -$2.48M 5.31% 11
2026
Q1 		$8.34M Sell
90,196
-186,624
-67% -$19.7M 5.72% 7
2025
Q4 		$35.3M Buy
276,820
+42,481
+18% +$5.28M 7.29% 2
2025
Q3 		$30.5M Buy
+234,339
New +$33.3M 3.83% 11

Other funds holding KKR

FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PA
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Scopia Capital Management's KKR Position: Q3 2026 in Review

Scopia Capital Management sold out of KKR & Co (KKR) in Q3 2026, closing a stake of 64,585 shares — an estimated $5.93M sold.

Scopia Capital Management first reported a position in KKR in Q3 2025 and held it in 4 quarters. The position peaked at $35.3M in Q4 2025. 97 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Scopia Capital Management reported no remaining KKR & Co position as of Q3 2026 after selling out during the quarter.
  • Scopia Capital Management sold 64,585 KKR & Co shares in Q3 2026, an estimated $5.93M.
  • Scopia Capital Management first reported a position in KKR & Co in Q3 2025 and held it in 4 quarters.
  • Scopia Capital Management's KKR & Co position peaked at $35.3M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Scopia Capital Management's 13F filing for Q3 2026.