13F Portfolios

ValueAct Holdings, L.P.: KKR & CO INC (KKR): Quarterly 13F Position History

As of Q1 2026, ValueAct Holdings, L.P. reported 3,279,700 shares of KKR & CO INC (KKR), worth $303.4M and representing 5.3% of its 13F equity book. Quarter-over-quarter share count change: + 3,279,700 (re-initiated) . The position first appeared in Q2 2018 and has been disclosed across 32 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 32 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 3,279,700 +3,279,700 $303.4M 5.3% $92.5
Q4 2025 0 0 $0 0.0%
Q3 2025 0 0 $0 0.0%
Q2 2025 0 0 $0 0.0%
Q1 2025 0 0 $0 0.0%
Q4 2024 0 0 $0 0.0%
Q3 2024 0 1,207,208 -100.0% $0 0.0%
Q2 2024 1,207,208 697,600 -36.6% $127.0M 3.6% $105.2
Q1 2024 1,904,808 4,049,300 -68.0% $191.6M 4.2% $100.6
Q4 2023 5,954,108 5,466,800 -47.9% $493.3M 9.9% $82.8
Q3 2023 11,420,908 9,114,325 -44.4% $703.5M 15.8% $61.6
Q2 2023 20,535,233 0 $1.1B 17.9% $56.0
Q1 2023 20,535,233 3,167,278 -13.4% $1.1B 17.6% $52.5
Q4 2022 23,702,511 2,754,052 -10.4% $1.1B 20.7% $46.4
Q3 2022 26,456,563 0 $1.1B 19.3% $43.0
Q2 2022 26,456,563 +3,851,214 +17.0% $1.2B 19.5% $46.3
Q1 2022 22,605,349 +550,000 +2.5% $1.3B 18.2% $58.5
Q4 2021 22,055,349 2,000,000 -8.3% $1.6B 18.5% $74.5
Q3 2021 24,055,349 3,165,777 -11.6% $1.5B 17.0% $60.9
Q2 2021 27,221,126 4,363,546 -13.8% $1.6B 19.3% $59.2
Q1 2021 31,584,672 6,465,328 -17.0% $1.5B 18.0% $48.9
Q4 2020 38,050,000 6,950,000 -15.4% $1.5B 17.9% $40.5
Q3 2020 45,000,000 0 $1.5B 21.7% $34.3
Q2 2020 45,000,000 0 $1.4B 15.9% $30.9
Q1 2020 45,000,000 784,200 -1.7% $1.1B 15.2% $23.5
Q4 2019 45,784,200 2,315,800 -4.8% $1.3B 13.5% $29.2
Q3 2019 48,100,000 2,600,000 -5.1% $1.3B 13.9% $26.9
Q2 2019 50,700,000 0 $1.3B 13.4% $25.3
Q1 2019 50,700,000 0 $1.2B 13.1% $23.5
Q4 2018 50,700,000 +1,000,000 +2.0% $995.2M 12.4% $19.6
Q3 2018 49,700,000 0 $1.4B 13.3% $27.3
Q2 2018 49,700,000 $1.2B 11.2% $24.9

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 ValueAct Holdings, L.P. first disclose a KKR position in 13F-HR filings?

ValueAct Holdings, L.P. first reported KKR & CO INC (KKR) on its 13F-HR filing for the period ending 2018-06-30 (Q2 2018). The position has appeared on 32 reported quarters within Pactolio's tracked window.

What was ValueAct Holdings, L.P.'s most recent quarter-over-quarter share-count change in KKR?

Between Q4 2025 and Q1 2026, ValueAct Holdings, L.P. added 3,279,700 shares of KKR (re-initiated), bringing the total reported position to 3,279,700 shares at a market value of $303.4M.

Does the implied price-per-share represent ValueAct Holdings, L.P.'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.