KKR & Co. Inc.
US ˙ NYSE ˙ US48251W1045

SecurityKKR / KKR & Co. Inc.
InstitutionHudson Way Capital Management LLC
Latest Disclosed Ownership1,551,801 shares
Latest Disclosed Value $ 143,541,593
Hudson Way Capital Management LLC reports 20.84% increase in ownership of KKR / KKR & Co. Inc.

On May 15, 2026 - Hudson Way Capital Management LLC filed a 13F-HR form disclosing ownership of 1,551,801 shares of KKR & Co. Inc. (US:KKR) valued at $143,541,592 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,284,168 shares of KKR & Co. Inc.. This represents a change in shares of 20.84% during the quarter. The current value of the position is $140,484,545 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F KKR COM 48251W104 1,551,801 267,633 20.84 143,542 -12.32 13.7231
2026-02-17 2025-12-31 13F KKR COM 48251W104 1,284,168 -118,727 -8.46 163,706 -10.20 13.0134
2025-11-14 2025-09-30 13F KKR COM 48251W104 1,402,895 226,727 19.28 182,306 16.52 15.4608
2025-08-14 2025-06-30 13F KKR COM 48251W104 1,176,168 -184,700 -13.57 156,466 -0.55 14.1423
2025-05-15 2025-03-31 13F KKR COM 48251W104 1,360,868 503,943 58.81 157,330 24.13 15.5944
2025-02-14 2024-12-31 13F KKR COM 48251W104 856,925 -115,075 -11.84 126,748 -0.14 14.3215
2024-11-14 2024-09-30 13F KKR COM 48251W104 972,000 -176,379 -15.36 126,924 5.02 15.9319
2024-08-14 2024-06-30 13F KKR COM 48251W104 1,148,379 85,595 8.05 120,855 13.06 16.6849
2024-05-15 2024-03-31 13F KKR COM 48251W104 1,062,784 -47,195 -4.25 106,895 16.24 19.5151
2024-02-14 2023-12-31 13F KKR COM 48251W104 1,109,979 68,315 6.56 91,962 43.32 17.2489
2023-11-14 2023-09-30 13F KKR COM 48251W104 1,041,664 89,314 9.38 64,167 20.32 12.6224
2023-08-14 2023-06-30 13F KKR COM 48251W104 952,350 73,050 8.31 53,332 15.49 10.0023
2023-05-15 2023-03-31 13F KKR COM 48251W104 879,300 -18,400 -2.05 46,181 10.82 11.4945
2023-02-14 2022-12-31 13F KKR COM 48251W104 897,700 -160,000 -15.13 41,671 -8.38 10.7656
2022-11-14 2022-09-30 13F KKR COM 48251W104 1,057,700 -201,491 -16.00 45,481 -21.97 12.4351
2022-08-15 2022-06-30 13F KKR COM 48251W104 1,259,191 244,598 24.11 58,288 -1.74 15.8034
2022-05-16 2022-03-31 13F KKR COM 48251W104 1,014,593 64,244 6.76 59,323 -16.21 13.9956
2022-02-14 2021-12-31 13F KKR COM 48251W104 950,349 -113,594 -10.68 70,801 9.31 16.1018
2021-11-15 2021-09-30 13F KKR COM 48251W104 1,063,943 -63,491 -5.63 64,773 -3.02 15.7721
2021-08-16 2021-06-30 13F KKR COM 48251W104 1,127,434 -143,287 -11.28 66,789 7.59 16.8697
2021-05-17 2021-03-31 13F KKR COM 48251W104 1,270,721 -10,900 -0.85 62,075 19.62 17.3147
2021-02-16 2020-12-31 13F KKR COM 48251W104 1,281,621 43,100 3.48 51,893 22.01 14.7998
2020-11-16 2020-09-30 13F KKR COM 48251W104 1,238,521 46,800 3.93 42,531 15.57 13.7730
2020-08-14 2020-06-30 13F KKR COM 48251W104 1,191,721 52,142 4.58 36,800 37.59 12.8623
2020-05-15 2020-03-31 13F KKR CL A 48251W104 1,139,579 48,910 4.48 26,746 -15.93 12.3860
2020-02-14 2019-12-31 13F KKR CL A 48251W104 1,090,669 -102,736 -8.61 31,815 -0.71 12.4885
2019-11-14 2019-09-30 13F KKR CL A 48251W104 1,193,405 -59,875 -4.78 32,043 1.18 14.1850
2019-08-14 2019-06-30 13F KKR CL A 48251W104 1,253,280 107,436 9.38 31,670 17.66 15.4013
2019-05-15 2019-03-31 13F KKR CL A 48251W104 1,145,844 93,276 8.86 26,916 30.27 13.9546
2019-02-12 2018-12-31 13F KKR CL A 48251W104 1,052,568 69,850 7.11 20,662 -22.90 12.0721
2018-11-14 2018-09-30 13F KKR CL A 48251W104 982,718 982,718 26,799 13.6634
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.