What smart money is saying about KKR & Co. Inc.
14 funds in our archive have pitched KKR & Co. Inc. — most recently Acatis in December 2026.
KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market and middle market investments. The firm considers investments in all industries with a focus on software, security, semiconductors, consumer electronics, internet of things (iot), internet, information services, information technology infrastructure, financial technology, network and cyber security architecture, engineering and operations, content, technology and hardware, energy and infrastructure, real estate, services industry with a focus on business services, intelligence, industry-leading franchises and companies in natural resource, containers and packaging, agriculture, airports, ports, forestry, electric utilities, textiles, apparel and luxury goods, household durables, digital media, insurance, brokerage houses, non-durable goods distribution, supermarket retailing, grocery stores, food, beverage, and tobacco, hospitals, entertainment venues and production companies, publishing, printing services, capital goods, financial services, specialized finance, pipelines, and renewable energy. In energy and infrastructure, it focuses on the upstream oil and gas and equipment, minerals and royalties and services verticals. In real estate, the firm seeks to invest in private and public real estate securities including property-level equity, debt and special situations transactions and businesses with significant real estate holdings, and oil and natural gas properties. The firm also invests in asset services sector that encompasses a broad array of B2B, B2C and B2G services verticals including asset-based, transport, logistics, leisure/hospitality, resource and utility support, infra-like, mission-critical, and environmental services. Within Americas, the firm prefers to invest in consumer products; chemicals, metals and mining; energy and natural resources; financial services; healthcare; industrials; media and communications; retail; and technology. Within Europe, the firm invests in consumer and retail; energy; financial services; health care; industrials and chemicals; media and digital; and telecom and technologies. Within Asia, it invests in consumer products; energy and resources; financial services; healthcare; industrials; logistics; media and telecom; retail; real estate; and technology. It also seeks to make impact investments focused on identifying and investing behind businesses with positive social or environmental impact. The firm seeks to invest in mid to high-end residential developments, but can invest in other projects throughout Mainland China through outright ownership, joint ventures, and merger. It invests globally with a focus on Australia, emerging and developed Asia, Middle East and Africa, Nordic, Southeast Asia, Asia Pacific, Ireland, Hong Kong, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, France, Germany, Netherlands, United Kingdom, Caribbean, Mexico, South America, North America, Brazil, Latin America, Korea with a focus on South Korea, and United States of America. In the United States and Europe, the firm focuses on buyouts of large, publicly traded companies. It seeks to invest $30 million to $717 million in companies with enterprise values between $500 million to $2389 million. The firm prefers to invest in a range of debt and public equity investing and may co-invest. It seeks a board seat in its portfolio companies and a controlling ownership of a company or a strategic minority positions. The firm may acquire majority and minority equity interests, particularly when making private equity investments in Asia or sponsoring investments as part of a large investor consortium. The firm typically holds its investment for a period of five to seven years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers. KKR & Co. Inc. was founded in 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, Sweden and Asia.
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Position history
Between Q4 2024 and Q4 2026, 13 fund letters reported a position in KKR & Co. Inc. — 3 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 0 | 0 | 0 | 1 |
| Q3 2026 | 1 | 1 | 0 | 1 |
| Q2 2026 | 8 | 1 | 1 | 1 |
| Q1 2026 | 4 | 1 | 0 | 3 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 2 |
| Q2 2025 | 0 | 0 | 0 | 3 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Showing the 8 most recent quarters of 9 on record.
Fund activity · 13 positions · 4 moves
- New positionWS Lindsell Train North American Equity FundJuly 2026
“Amidst the general market turmoil this year, in addition to adding to existing names that have fallen foul – wrongly in our view – of the wider AI trade, we also began accumulating stakes in two new companies.”
KKR & Co. Inc. - June 2026
“Declines in ServiceNow, Microsoft, KKR, Salesforce and Meta Platforms were among the largest detractors from portfolio performance over the 12 months.”
KKR & Co. Inc. - HoldsSVN Capital FundJune 2026
“Aside from KKR, which I discuss in detail below, the detractors in the first half were Hermès, Dino Polska, and Copart—three names I remain content to own.”
KKR & Co. Inc. - AddedAGT Partners FundJune 2026
“We continue to own several such great companies in our portfolio (DBS, TSMC, Tencent, CNOOC, Sheng Siong, KKR, Apollo, Microsoft etc.) and have selectively added onto them in the past quarter.”
KKR & Co. Inc. - June 2026
“We continue to own several such great companies in our portfolio (DBS, TSMC, Tencent, CNOOC, Sheng Siong, KKR, Apollo, Microsoft etc.) and have selectively added onto them in the past quarter.”
KKR & Co. Inc. - June 2026
Listed in Baron Fifth Avenue Growth Fund’s reported holdings.
KKR & Co. Inc. - June 2026
“PAR and KKR We still own PAR and KKR, but they are not currently top-five holdings, so we will devote more space to the new investments.”
KKR & Co. Inc. - HoldsMontaka Global FundJune 2026
“Performance Deconstruction While Montaka delivered positive returns in the June quarter, performance over the last 12-month period was materially negative – driven overwhelmingly by the declines experienced in the March quarter related to the ‘SaaSpocalypse’ (the selloff in software and AI–exposed names). We shared our detailed analysis of this selloff, and why we believe many competitively advantaged businesses have been drastically oversold in our most recent whitepaper: Where Advantages Lie (and Lie) in the Age of AI . Declines in ServiceNow, Microsoft, KKR, Salesforce and Meta Platforms were among the largest detractors from portfolio performance over the 12 months.”
KKR & Co. Inc. - HoldsAkre Focus ETFJune 2026
“KKR & Co, Inc. 7.1%”
KKR & Co. Inc. - March 2026
“Financials, Health Care, Materials, and Utilities were the leading sources of underperformance for the Fund during the third quarter. Both KKR & Co (KKR) and Equitable Holdings (EQH) were weak as investor worries around the private credit ecosystem accelerated during the period.”
KKR & Co. Inc. - March 2026
“Our two alternative asset manager holdings, Ares Management Corp (ARES) and KKR & Co. (KKR) were under pressure during the first quarter primarily driven by their exposure to private credit as well as Software.”
KKR & Co. Inc. - AddedFlexible Equity FundMarch 2026
“ We trimmed American International Group (AIG), Bank of America Corp (BAC) and First Citizens BancShares, Inc. (FCNCA. We added to KKR & Co (KKR) during the period.”
KKR & Co. Inc. - March 2026
“KKR & Co: KKR was the fifth-largest detractor for the quarter, declining 27% despite a strong recovery in March.”
KKR & Co. Inc.
Also mentioned · 5
These funds discuss KKR & Co. Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBoussard & Gavaudan Gestion Sas Market InsightsJuly 2026
“Meanwhile the announced acquisition of Integer Holdings by KKR at the end of the month further illustrates the strength of the current corporate activity environment.”
KKR & Co. Inc. - June 2026
“Similar to Recordati, the share price performance (+10.7%) was driven primarily by takeover interest following the board's rejection of an initial cash bid from KKR and Energy Capital Partners in late April.”
KKR & Co. Inc. - March 2026
“Financials, Health Care, Materials, and Utilities were the leading sources of underperformance for the strategy during the third quarter. Both KKR & Co (KKR) and Equitable Holdings (EQH) were weak as investor worries around the private credit ecosystem accelerated during the period.”
KKR & Co. Inc. - MentionedVoss Value FundMarch 2026
Named in a table in Voss Value Fund’s letter.
KKR & Co. Inc. - MentionedThird Avenue Small-Cap Value FundMarch 2026
“On a more positive note, last year, Harley-Davidson’s Financial Services (HDFS) business was able to release a very substantial amount of capital through a creative transaction in which it sold a substantial portion of its existing financial receivables and created a future flow agreement for most of its retail motorcycle loans to partners KKR and PIMCO.”
KKR & Co. Inc.
Fund coverage · 14 theses
- AcatisDecember 2026
KKR is positioned as a structural winner with stable real assets cash flows and growing private credit demand, with earnings expected to jump in 2026–27.
Read the full thesis - Lindsell Train Global Equity FundJuly 2026
KKR has a diversified alternatives platform with recurring fees, scale benefits, and multiple underappreciated growth engines.
Read the full thesis - SVN Capital FundJune 2026
KKR is a scaled alternative asset manager with multiple fee-generating businesses, strong long-term share gains, a brand moat, insider alignment, and meaningful embedded value.
Read the full thesis KKR is portrayed as a differentiated alternative asset compounder with a diversified platform, record fundraising, and strong earnings trajectory.
Read the full thesis- 1 Main CapitalMarch 2026
KKR & Co is a diversified, scaled alternative asset manager with strong fee economics, long AUM runway, limited exposure to feared risks, and attractive valuation supported by insider buying.
Read the full thesis - Akre CapitalMarch 2026
KKR & Co. is an alternative asset manager with limited exposure to riskier private credit segments, supporting confidence despite sector concerns.
Read the full thesis - SVN CapitalDecember 2025
KKR & Co. Inc. is a diversified alternatives platform with growing fee and insurance earnings positioned to benefit from the secular shift into private markets and expand recurring operating income.
Read the full thesis - Baron Fifth Avenue Growth FundSeptember 2025
KKR & Co. Inc. is a leading alternative asset manager poised for growth with a diversified business model and strong fundraising capabilities, targeting $1 trillion in assets under management.
Read the full thesis - Greenhaven Road CapitalSeptember 2025
KKR is a diversified asset manager with significant growth potential despite current market challenges facing alternative asset managers.
Read the full thesis - Greenhaven Road CapitalJune 2025
KKR is well-positioned for continued growth in assets under management and product offerings, leveraging its strong brand and expanding customer base in the alternative investment sector.
Read the full thesis - Alphyn Capital ManagementJune 2025
KKR & Co Inc is well-positioned for resilient growth due to its robust cash-flow engine, driven by steady management fees, strong insurance earnings, and strategic long-term holdings, despite recent market concerns.
Read the full thesis - SVN CapitalJune 2025
KKR is well-positioned for capital deployment with $116 billion in dry powder, healthy capital raised, and growing Adjusted Net Income, anticipating a revival in deal markets as macro conditions stabilize.
Read the full thesis - Greenhaven Road CapitalMarch 2025
KKR is a resilient alternative asset manager benefiting from asset growth despite trade headwinds, with a diversified portfolio and strong inflows into their K-Series products.
Read the full thesis - MontakaDecember 2024
Blackstone and KKR are poised to significantly benefit from structural growth in Asian wealth, rising global private wealth allocations to alternatives, and increasing partnerships with insurers, alongside an expected acceleration in monetizations in 2025 that will enhance their profits and fundraising capabilities.
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