Hudson Way Capital Management LLC: KKR & CO INC (KKR): Quarterly 13F Position History
As of Q1 2026, Hudson Way Capital Management LLC reported 1,551,801 shares of KKR & CO INC (KKR), worth $143.5M and representing 13.7% of its 13F equity book. Quarter-over-quarter share count change: + 267,633 (+20.8%) . The position first appeared in Q3 2018 and has been disclosed across 31 13F-HR filings in Pactolio's tracked window.
- 1,551,801Shares Held (Latest Filing)
- $143.5MReported Market Value (Latest Filing)
- 13.7%Portfolio Weight (% of 13F Equity Book)
- +267,633Quarter-over-Quarter Share Change
- -$20.2MQuarter-over-Quarter Value Change
- 1,551,801Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 31 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,551,801 | +267,633 | +20.8% | $143.5M | 13.7% | $92.5 |
| Q4 2025 | 1,284,168 | 118,727 | -8.5% | $163.7M | 13.0% | $127.5 |
| Q3 2025 | 1,402,895 | +226,727 | +19.3% | $182.3M | 15.5% | $129.9 |
| Q2 2025 | 1,176,168 | 184,700 | -13.6% | $156.5M | 14.1% | $133.0 |
| Q1 2025 | 1,360,868 | +503,943 | +58.8% | $157.3M | 15.6% | $115.6 |
| Q4 2024 | 856,925 | 115,075 | -11.8% | $126.7M | 14.3% | $147.9 |
| Q3 2024 | 972,000 | 176,379 | -15.4% | $126.9M | 15.9% | $130.6 |
| Q2 2024 | 1,148,379 | +85,595 | +8.1% | $120.9M | 16.7% | $105.2 |
| Q1 2024 | 1,062,784 | 47,195 | -4.3% | $106.9M | 19.5% | $100.6 |
| Q4 2023 | 1,109,979 | +68,315 | +6.6% | $92.0M | 17.2% | $82.8 |
| Q3 2023 | 1,041,664 | +89,314 | +9.4% | $64.2M | 12.6% | $61.6 |
| Q2 2023 | 952,350 | +73,050 | +8.3% | $53.3M | 10.0% | $56.0 |
| Q1 2023 | 879,300 | 18,400 | -2.0% | $46.2M | 11.5% | $52.5 |
| Q4 2022 | 897,700 | 160,000 | -15.1% | $41.7M | 10.8% | $46.4 |
| Q3 2022 | 1,057,700 | 201,491 | -16.0% | $45.5M | 12.4% | $43.0 |
| Q2 2022 | 1,259,191 | +244,598 | +24.1% | $58.3M | 15.8% | $46.3 |
| Q1 2022 | 1,014,593 | +64,244 | +6.8% | $59.3M | 14.0% | $58.5 |
| Q4 2021 | 950,349 | 113,594 | -10.7% | $70.8M | 16.1% | $74.5 |
| Q3 2021 | 1,063,943 | 63,491 | -5.6% | $64.8M | 15.8% | $60.9 |
| Q2 2021 | 1,127,434 | 143,287 | -11.3% | $66.8M | 16.9% | $59.2 |
| Q1 2021 | 1,270,721 | 10,900 | -0.9% | $62.1M | 17.3% | $48.9 |
| Q4 2020 | 1,281,621 | +43,100 | +3.5% | $51.9M | 14.8% | $40.5 |
| Q3 2020 | 1,238,521 | +46,800 | +3.9% | $42.5M | 13.8% | $34.3 |
| Q2 2020 | 1,191,721 | +52,142 | +4.6% | $36.8M | 12.9% | $30.9 |
| Q1 2020 | 1,139,579 | +48,910 | +4.5% | $26.7M | 12.4% | $23.5 |
| Q4 2019 | 1,090,669 | 102,736 | -8.6% | $31.8M | 12.5% | $29.2 |
| Q3 2019 | 1,193,405 | 59,875 | -4.8% | $32.0M | 14.2% | $26.9 |
| Q2 2019 | 1,253,280 | +107,436 | +9.4% | $31.7M | 15.4% | $25.3 |
| Q1 2019 | 1,145,844 | +93,276 | +8.9% | $26.9M | 14.0% | $23.5 |
| Q4 2018 | 1,052,568 | +69,850 | +7.1% | $20.7M | 12.1% | $19.6 |
| Q3 2018 | 982,718 | — | — | $26.8M | 13.7% | $27.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Hudson Way Capital Management LLC first disclose a KKR position in 13F-HR filings?
Hudson Way Capital Management LLC first reported KKR & CO INC (KKR) on its 13F-HR filing for the period ending 2018-09-30 (Q3 2018). The position has appeared on 31 reported quarters within Pactolio's tracked window.
What was Hudson Way Capital Management LLC's most recent quarter-over-quarter share-count change in KKR?
Between Q4 2025 and Q1 2026, Hudson Way Capital Management LLC added 267,633 shares of KKR (+20.8%), bringing the total reported position to 1,551,801 shares at a market value of $143.5M.
Does the implied price-per-share represent Hudson Way Capital Management LLC's cost basis in KKR?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.