14
KKR
KKR & CO L P DEL · Financials
Consensus score 14/100 · #33 this quarter · tier-weighted across tracked managers
Holders
4
tracked managers
New this Q
1
opened a position
Avg weight
4.2%
of their portfolios
Combined value
$1.08B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Akre Capital Quality compounder | 10.2% | $621M | TRIM |
| ValueAct Capital Concentrated | 5.3% | $303M | NEW |
| Markel Group Concentrated | 1.1% | $134M | HOLD |
| Lone Pine Capital Concentrated | 0.1% | $17M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.