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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | Baron Fifth Avenue Growth Fund | 5.8% | 14.3% | AMZN, CRWD, GOOG, ISRG, KKR, MELI, META, MSFT, NVDA, SHOP, TSLA, TSM, TTD | earnings, growth, innovation, Market share, scalability | The manager highlights long-duration growth investing in competitively advantaged businesses with large addressable markets and strong reinvestment opportunities. Short-term volatility and style rotations are viewed as secondary to sustained revenue growth, innovation, and market share gains. Growth remains anchored in owning exceptional companies through cycles as intrinsic value compounds over time. | META CRWD KKR MELI ISRG TTD TSM GOOGL TSLA SHOP NVDA |
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| 2025 Q2 | Aug 7, 2025 | Greenhaven Road Capital | 14.0% | 1.0% | ASTS, BUR, CLBT, KKR, LFCR, PAR, SOC | Capital Allocation, Compounding, growth, long-term, quality businesses | The commentary centers on long-term compounding driven by owning exceptional businesses with reinvestment opportunities. Management emphasizes capital allocation discipline, founder-led cultures, and structural growth tailwinds. Short-term volatility is viewed as irrelevant relative to the power of sustained earnings growth. | ASTS PAR KKR CLBT LFCR BUR SOC |
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| 2024 Q2 | Aug 12, 2024 | Tall Oak Capital Advisors | - | - | KKR | - | View | ||
| 2025 Q2 | Jul 9, 2025 | Alphyn Capital Management | 12.4% | 8.0% | AMZN, BN, CCOI, FFH CN, FILA IM, KFS, KKR, KMX, OCSL | Discipline, free cash flow, moats, Quality, valuation | The commentary focuses on high-quality businesses with durable competitive advantages and strong free cash flow generation. The manager stresses disciplined valuation, long-term ownership, and avoidance of leverage-driven or speculative models. Market volatility is framed as an opportunity to add quality at attractive prices. | OCSL KMX CCOI AMZN KFS KKR BN FFH |
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| 2025 Q2 | Jul 8, 2025 | SVN Capital Fund | - | 6.3% | BAF IN, CPRT, DNOPY, KKR, TRIV IN | Compounding, earnings visibility, growth, innovation, long-term | The fund focuses on durable growth companies benefiting from secular demand rather than cyclical rebounds. Earnings visibility and reinvestment opportunities underpin long-term compounding. Market volatility is viewed as an opportunity to add to high-conviction positions. | TRIV IN DNOPY CPRT KKR |
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| 2025 Q2 | Jul 24, 2025 | Montaka Global Investments | - | - | BX, FND, KKR, SPOT | Concentration, fundamentals, Global Equities, Long-Term Growth, Pricing Power | The commentary centers on a concentrated global portfolio of exceptional businesses with long-duration growth and pricing power. Management emphasizes patience, fundamental research, and ignoring short-term macro noise. Returns are driven by owning a small number of enduring compounders. | FND |
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| 2024 Q2 | Jul 10, 2024 | Alphyn Capital Management | 8.9% | 13.5% | AMZN, BUR, COGT, ENOV, ESAB, EXO NA, FFH CN, GOOG, IAC, KKR, KMX, PROSY, TVK CN, W | - | View | ||
| 2025 Q1 | May 20, 2025 | Greenhaven Road Capital | -12.0% | -12.0% | BUR, CLBT, KKR, LFCR, PAR | - | View | ||
| 2024 Q1 | May 13, 2024 | Greenhaven Road Capital | 15.0% | 12.0% | ALTG, CLBT, IWG, KKR, LPX, PAR | - | View | ||
| 2024 Q1 | Apr 25, 2024 | Vulcan Value Partners – Large Cap | 8.2% | 17.6% | GE, KKR, KMX, LYV, NICE IT, SBUX, TDG | - | View | ||
| 2024 Q1 | Apr 25, 2024 | Vulcan Value Partners – Small Cap | 8.1% | 16.5% | KKR, LYV, NICE IT, TDG | - | View | ||
| 2024 Q1 | Apr 25, 2024 | Vulcan Value Partners – Focus Plus | 5.6% | 18.6% | AMZN, CRM, GE, KKR, MSFT, TDG | - | View | ||
| 2024 Q1 | Apr 25, 2024 | Vulcan Value Partners – Focus Plus | 5.9% | 18.7% | AMZN, CRM, GE, KKR, MSFT, TDG | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Alphyn Capital Management | 8.9% | 13.5% | AMZN, CCOI, CRTA LN, DSGR, ESAB, EXO NA, FFH CN, KFS, KKR, LBRDA, OCSL | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Baron FinTech Fund | -1.4% | -1.4% | APO, GWRE, HOOD, KKR, MA, MELI, NOW, PGR, TW, XYZ | - | View | ||
| 2025 Q4 | Feb 4, 2026 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | AROC, BE, BTSG, COHR, DY, ESAB, ESTA, EXR, GH, HIMS, ITRI, KKR, PJT, PRKS, RBA, RMBS, VRNS, WWD | aerospace, AI, cyclicals, growth, healthcare, Onshoring, small cap, technology | The AI investment cycle accelerated notably in 2025 and is expected to continue driving the market early in 2026. Bottlenecks from power supply availability remain a key gating factor to bring new computing capacity online. Despite widespread calls that AI stocks are in bubble territory, the managers hold a balanced view and believe investor skepticism may prove supportive of a prolonged investment cycle. Healthcare remains the largest sector in the US with total expenditures reaching $5 trillion and accounting for 17.7% of GDP. The sector has been working off excesses from the COVID-19 pandemic but shows reasons for optimism including increased M&A activity and more favorable valuations. Interest in healthcare stocks could see a resurgence once investors are comfortable with policy and regulatory overhangs. Aerospace stocks have largely outperformed as production challenges at two global aircraft manufacturers have led to sustained increases in high-margin aftermarket parts and services. With manufacturers finally resolving longstanding production issues, original equipment exposed stocks could potentially outperform aftermarket-exposed stocks as aircraft production rates ramp up. Re-shoring and factory automation are expected to emerge as key themes driving broader capital spending in 2026. This represents a significant shift in manufacturing and investment patterns as companies bring operations back to the United States. | View | |
| 2025 Q4 | Feb 2, 2026 | AGT Partners | 0.0% | 0.0% | 0700.HK, 0883.HK, 5MP.SI, AAPL, APO, D05.SI, KKR, OV8.SI, TSM | Alternative Assets, Asia, Banking, gaming, Offshore Wind, semiconductors, small caps, value | TSMC continues exceptional performance with 36% revenue growth driven by AI demand, improving margins, and strong execution across their Trinity of Strengths. Management guided for 30% revenue growth in 2026 and raised 5-year CAGR guidance to 25%. The fund also initiated a position in a leading South Korean memory chip manufacturer benefiting from tight supply conditions. Tencent demonstrated strong execution with improved monetization strategies after management changes in 2024. Domestic games revenue became a strong driver of overall growth, supported by the company's strong moat through WeChat's 1.4 billion users and major gaming titles like Honour of Kings and PUBG Mobile. Apollo and KKR underperformed despite strong underlying fundamentals, with AUM and fee-related earnings growing 15-24% due to industry headwinds around private equity fundraising and private credit concerns. The fund added to positions at attractive valuations, viewing the volatility as opportunity in businesses positioned for long-term growth. Marco Polo Marine transformed from a cyclical shipyard business to a specialized offshore wind vessel provider, securing multi-year service agreements and building sophisticated vessels for the growing Asian offshore wind market. The company partnered with European designers and global players like Vestas and Siemens Gamesa. DBS Bank was added as a new core holding, recognized for converting scale and technology into structural competitive advantages. The bank achieved 18% ROE through growing fee-based businesses like wealth management, reduced cyclicality, and strong capital allocation with progressive dividends and share repurchases. The fund profitably traded a Malaysian gold miner, capitalizing on gold prices rising faster than miners' all-in sustaining costs, creating attractive margin expansion opportunities and potential valuation re-rating if price strength persists. Profitable trades in two Indonesian crude palm oil producers were driven by Indonesia's biodiesel blending mandate increase from B30 to B40, tightening export availability while supply response remained constrained by aging plantation profiles and replanting limitations. Beyond direct AI investments, the fund seeks second-order beneficiaries including data center construction, electrical infrastructure, and semiconductor supply chain opportunities where demand is visible but valuations remain more palatable than pure AI names. | 5LY SI KKR APO TSM |
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| 2025 Q4 | Feb 18, 2026 | The Gabelli ABC Fund | 0.5% | 6.1% | CFLT, EXAS, FOX, FRGE, GTLS, HOLX, KKR, KMB, KVUE, LEN, NEM, NFG, NFLX, PAAS, PSKY, TGNA, TXNM, WBD | arbitrage, healthcare, industrials, M&A, private equity, technology | Multiple biotech and pharmaceutical M&A deals closed during the quarter, including Akero Therapeutics acquired by Novo Nordisk for $54.00 per share plus CVR, Metsera acquired by Pfizer after outbidding Novo Nordisk, and Tourmaine Bio acquired by Novartis for $48.00 per share. M&A volume activity reached $4.6 trillion in 2025, representing a 49% increase from the previous year and the highest since 2021. Technology, industrials, and financials were the top sectors for M&A activity, accounting for over $2 trillion in deal activity. | ALE HOLX EXAS GTCH |
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| 2025 Q4 | Feb 11, 2026 | Baron Fifth Avenue Growth Fund | 3.3% | 18.2% | ADYEN, AMZN, ASML, AVGO, CPNG, CRWD, GOOGL, ILMN, IOT, KKR, MELI, META, MPWR, NOW, NVDA, SHOP, SNOW, TEAM, TSLA, TSM | AI, Cloud, E-Commerce, growth, large cap, semiconductors, technology | The fund is positioned for the AI transformation, viewing it as one of the biggest disruptive changes in human history. Portfolio companies are benefiting from AI infrastructure buildout, with NVIDIA at the epicenter, and companies adapting AI into core business operations for productivity gains. Strong positioning in semiconductor companies benefiting from AI demand, including NVIDIA, Broadcom, TSMC, and new addition Monolithic Power Systems. Focus on companies enabling AI infrastructure through custom accelerators, power management, and manufacturing capabilities. Investment in leading e-commerce platforms including Amazon, Shopify, MercadoLibre, and Coupang. These companies are using AI to improve recommendation engines, advertising algorithms, and customer support while expanding into new markets and services. Exposure to cloud infrastructure providers benefiting from AI demand, including Amazon Web Services, Google Cloud Platform, and Cloudflare. These companies offer full-stack AI solutions with both first-party and third-party hardware and models. | MELI CPNG META SHOP NVDA MPWR AVGO GOOGL |
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| 2025 Q4 | Dec 31, 2025 | ACATIS Investment | 0.0% | 0.3% | ADBE, AMR, BARC.L, BKNG, BNTX, BRK-A, CLS, CRM, DHR, EBS.VI, EL.PA, EPAM, GLE.PA, GOOGL, KKR, LRCX, NVDA, PGR, TSMC, ZTS | AI, Asia, Banking, Europe, Geopolitical, semiconductors, technology, value | The report discusses the continued global race to scale artificial intelligence capabilities, emphasizing capital intensity in semiconductors, data centers, and energy infrastructure as structural drivers of corporate investment. Management highlights the migration of value from hardware build-out toward software monetization, while warning that elevated equity valuations and geopolitical fragmentation increase dispersion across regions and sectors. Portfolio positioning favors globally competitive companies with durable pricing power and exposure to long-term innovation cycles rather than cyclical beta. | PLTR KOG NO DB1 GR 1177 HK 600183 CH DHR BARC LN AMR ADBE TUNE LN FAA AV EBS AV EPAM |
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| 2024 Q4 | Dec 31, 2024 | Vulcan Value Partners – Large Cap | -0.1% | 17.5% | CCK, ELV, HEIA NA, KKR, QRVO, RI FP, RTO LN, SW FP, UNH | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Vulcan Value Partners – Small Cap | -2.5% | 13.6% | 938 GR, EG, ELV, KKR, LYV, MEDP, PGHN SW, QRVO | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Vulcan Value Partners – Focus Plus | 6.3% | 26.1% | AMZN, CG, CRM, EG, GOOG, KKR, LYV | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Vulcan Value Partners – Focus Plus | 7.4% | 27.5% | AMZN, CG, CRM, EG, GOOG, KKR, PGHN SW | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Zelikovic Investments / Tavor Capital | - | - | ATKR, BN, BUR LN, EXO NA, FFH CN, IAC, KKR, KNSL, MKL, TASE IT, TPL | - | View | ||
| 2023 Q4 | Dec 31, 2023 | Zelikovic Investments / Tavor Capital | - | - | CSU CN, EXO NA, IAC, KKR, TASE IT, TPL, TVER | - | View | ||
| 2022 Q4 | Dec 31, 2023 | Zelikovic Investments / Tavor Capital | - | - | BAM, EXO NA, HEI, IAC, KKR, MSFT, ODFL, TPL | - | View | ||
| 2022 Q4 | Dec 31, 2022 | Oakmark Global Fund | 7.5% | 0.0% | KKR | - | View | ||
| 2019 Q4 | Dec 31, 2019 | Aquamarine Fund | - | 24.6% | AAPL, AIG, AMZN, BAM, BRK/A, JNJ, KKR, TOO, TSLA, WE | - | View | ||
| 2025 Q3 | Nov 8, 2025 | Greenhaven Road Capital | -9.0% | -9.0% | CLBT, HGTY, KFS, KKR, LFCR, PAR | AI impact, growth, Recurring Revenue, software, Valuations | The fund highlights severe multiple compression across software companies as AI-driven build vs. buy narratives pressure valuations. Despite this headwind, management argues select holdingsCellebrite, PAR, and LifeCoreretain durable competitive advantages, recurring revenue, and long runways for growth. The letter emphasizes intrinsic-value compounding, temporary dislocations, and multi-year catalysts such as product launches, large RFP cycles, and regulatory tailwinds. | View | |
| 2022 Q3 | Nov 30, 2022 | Greenhaven Road Capital | 15.0% | 12.0% | APG, APPS, CLBT, ESTC, HGTY, KKR, PAR, TDOC | - | View | ||
| 2023 Q3 | Nov 21, 2023 | Alphyn Capital Management | 8.9% | 13.5% | 8L8 GR, AHT LN, BUR, CRTA LN, ENOV, FFH CN, IAC, KFS, KKR, KMX, PRX SW | - | View | ||
| 2024 Q3 | Nov 10, 2024 | Greenhaven Road Capital | 15.0% | 12.0% | BUR, CLBT, HGTV, KKR, LFCR, PAR, SOC | - | View | ||
| 2024 Q3 | Oct 9, 2024 | Vulcan Value Partners – Focus Plus | 5.6% | 18.6% | CBRE, KKR, LYV, MC FP | - | View | ||
| 2024 Q3 | Oct 9, 2024 | Vulcan Value Partners – Focus Plus | 5.9% | 18.7% | CBRE, KKR, LYV | - | View | ||
| 2024 Q3 | Oct 8, 2024 | Alphyn Capital Management | 8.9% | 13.5% | AMZN, BN, CCOI, CRTA LN, FFH CN, GOOG, KKR, MRO LN, OCSL, PRX NA | - | View | ||
| 2023 Q3 | Oct 29, 2023 | Greenhaven Road Capital | 15.0% | 12.0% | APG, BUR, CLBT, KKR, PAR | - | View | ||
| 2025 Q3 | Oct 28, 2025 | AGT Partners | - | - | 6088 HK, 6601 HK, 700 HK, APO, KKR | Alternative Assets, Compounding, High ROIC, Tactical Trading, volatility | The letter underscores durable earnings compounding in core holdings such as large-cap technology and alternative asset managers, while actively harvesting volatility through tactical trading. Exposure to secular growers is balanced with disciplined position sizing and risk management as trade tensions resurface. The manager stresses long-term ownership of high-ROIC franchises supplemented by opportunistic trades in mispriced cyclicals. | 6088 HK 6601 HK KKR APO |
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| 2024 Q4 | Jan 8, 2025 | Moon Capital Management | - | 23.0% | CVS, GS, KKR | - | View | ||
| 2024 Q4 | Jan 8, 2025 | SVN Capital Fund | - | 11.8% | BAF IN, DNOPY, KKR, RMS FP | - | View | ||
| 2025 Q4 | Jan 31, 2026 | Montaka Global Investments | 0.0% | 0.0% | 0700.HK, ALB, AMZN, BX, CRM, FND, GOOGL, KKR, MA, MDB, META, MOGL.AX, MSFT, NOW, ORCL, REA.AX, SPGI, SPOT, U, V | AI, Cloud, geopolitics, Lithium, software, technology, value | AI is driving dramatic transformation and propelling stock prices higher. The manager sees AI as creating enormous capital investments in data centers and driving growth in LLM tokens north of 200% per annum. They believe AI will increase cloud computing TAM to $2 trillion per annum over the next 10 years. The manager sees high probability of an impending lithium supply shortage as prices have been too low to incentivize new production capacity. They added Albemarle as an asymmetric value investment, expecting a price squeeze driven by electric vehicle batteries and industrial-scale Battery Energy Storage Systems demand. Enterprise software leaders like ServiceNow and Salesforce have been sold off on AI disruption narratives. The manager believes these companies have scale advantages in R&D, customer distribution, and customer data that favor them in the AI transition, making them significantly undervalued after 2025 declines. Alternative asset managers like Blackstone and KKR declined in 2025 despite strong fundamentals. The manager sees cyclical upswing potential as M&A returns, asset realisations follow, and private wealth channel growth continues. They assess the future looks bright for these businesses. | KKR BX NOW FND ALB |
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| 2023 Q4 | Jan 28, 2024 | Montaka Global Investments | - | - | BX, KKR, MC FP, OR FP, SPGI, V | - | View | ||
| 2023 Q4 | Jan 17, 2024 | Vulcan Value Partners – Focus Plus | 5.6% | 18.6% | AMZN, CBRE, CG, CRM, KKR, MSFT, TDG | - | View | ||
| 2025 Q4 | Jan 12, 2026 | SVN Capital Fund | 0.0% | -5.7% | 532978.NS, 533655.NS, COHR, HEI, KKR, KNSL, RML.PA | aerospace, AI, Alternative Asset Managers, Concentration, India, insurance, Quality, value | India combines sustained economic growth, rising formalization, deepening capital markets, and a growing pool of well-run, founder-led businesses with long reinvestment runways. The economy has grown from about $1 trillion to around $4 trillion over roughly 17 years, with credible estimates suggesting it could roughly quadruple over the next 15-20 years. India has moved from the periphery to the center of global equity markets as the fourth-largest listed market in the world. AI represents a new layer of software and automation that is already changing how work is done, how products are built, and how decisions are made. It has triggered a significant investment cycle across the physical stack including chips, servers, networking equipment, power generation, cooling, and data centers. Several businesses in the portfolio are already using these tools to improve efficiency, decision-making, and service quality. The alternative-asset industry is still in the early stages of moving from the margins into the mainstream, both for institutions and particularly for private-wealth clients. KKR's three-engine model is designed for this structural shift, with management aiming to build a business that can double and then double again, taking adjusted net income per share from $3.42 in 2023 to more than $15 within roughly 10 years. HEICO operates in the unglamorous world of replacement parts and mission-critical components, serving as the world's largest independent supplier of FAA-approved PMA replacement parts. The business benefits from structural tailwinds including Americans driving more, an aging vehicle fleet, and rising repair complexity that means more vehicles are totaled rather than repaired. The excess and surplus (E&S) segment has grown steadily for years, with AM Best estimating that direct premiums written are approaching $130 billion, accounting for more than a quarter of all U.S. commercial-lines premium. Kinsale has built a focused underwriting business designed for speed, discipline, and cost efficiency with consistently low expense ratios in the low-20s. | HEI KKR KNSL CPRT TRIV IN BAF IN |
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| 2025 Q4 | Jan 12, 2026 | Akre Focus Fund | -2.8% | 1.2% | ABNB, BN, CCC, CSGP, CSU.TO, FICO, GOOGL, KKR, MA, MC.PA, MCO, MSFT, NVDA, ORLY, ROP, TOI.TO, V | AI, Concentration, ETF, Quality, software, value | The manager believes AI concerns about their software holdings are overblown and that their businesses will be enormous beneficiaries of AI. They argue that much of the business and financial benefit from AI will accrue to already-advantaged users of AI tools rather than providers, particularly businesses with customer intimacy, ecosystem dominance, and proprietary data. AI is viewed as the first technological shift to favor incumbents over new entrants. The manager emphasizes their focus on quality businesses with durable competitive advantages, strong balance sheets, excellent returns on capital, and high profitability. They note that quality has historically outperformed over time, citing the S&P 500 Quality Index's superior long-term returns versus the S&P 500. The current performance disparity between quality and growth reminds them of 1999. The fund converted from mutual fund to ETF structure in October 2025. The manager discusses their unorthodox approach to ETF management, using cash-only create baskets to maintain opportunistic deployment rather than pro-rata approaches. They favor buying stocks at known prices rather than receiving shares in-kind at unknown prices through the ETF creation process. | View | |
| 2024 Q4 | Jan 11, 2025 | Alphyn Capital Management | 2.6% | 16.9% | AHT LN, AMZN, DSGR, EXO NA, FFH CN, GDX, GOOG, KKR, MRO LN, PRX NA | - | View | ||
| 2024 Q3 | Sep 30, 2024 | RiverPark Large Growth | 3.7% | 16.4% | ADYEY, BX, GOOG, KKR, META, MSFT, PINS, SCHW, SHOP, SNAP | - | View | ||
| 2024 Q2 | Jul 31, 2024 | Ariel Focus Fund | 10.6% | 0.0% | AMG, APA, CLB, GS, KKR, MHK, ORCL, SNA | - | View | ||
| 2024 Q2 | Jul 31, 2024 | Greenhaven Road Capital | 15.0% | 12.0% | ALTG, BUR, CLBT, HGTY, KKR, PAR | - | View | ||
| 2023 Q2 | Jul 31, 2023 | Greenhaven Road Capital | 15.0% | 12.0% | APG, APPS, BNED, BUR, CLBT, HGTY, KKR, LFCR, PAR, SPHR | - | View | ||
| 2023 Q2 | Jul 23, 2023 | 1 Main Capital | 4.0% | 11.3% | BFIT NA, DNTL CN, IWG LN, KKR, LMB | - | View | ||
| 2024 Q1 | May 4, 2024 | Harris Associates Concentrated Strategy | 6.7% | 6.7% | CHTR, COF, DE, DIS, KKR, LAD, PSX | - | View | ||
| 2023 Q1 | Apr 28, 2023 | Greenhaven Road Capital | 15.0% | 12.0% | APG, BNED, BUR, CLBT, KKR, LFCR, PAR | - | View | ||
| 2023 Q4 | Apr 2, 2024 | Greenhaven Road Capital | 15.0% | 12.0% | BUR, CLBT, IWG LN, KKR, PAR | - | View | ||
| 2022 Q2 | Mar 31, 2022 | RiverPark Long/Short Opportunity Fund | 0.6% | 11.1% | ADYE AV, AMZN, BX, GOOG, KKR, META, NKE, TWLO, UBER | - | View | ||
| 2023 Q3 | Mar 10, 2023 | Ariel Appreciation Fund | 9.9% | 0.0% | AXTA, GNRC, IPG, KKR, MAT, NOV | - | View | ||
| 2024 Q4 | Feb 28, 2025 | Greenhaven Road Capital | 13.0% | 27.0% | BUR, CLBT, DHER, IWG LN, KKR, LFCR, MKTW, PAR, VTY | - | View | ||
| 2024 Q4 | Feb 21, 2025 | Semper Augustus | - | 7.0% | AAPL, AMZN, BHE, BRK/A, COST, DG, GOOG, KKR, MCY, META, MSFT, NVDA, ORLY, TSLA | - | View | ||
| 2023 Q4 | Jan 31, 2024 | Ariel Appreciation Fund | 9.9% | 0.0% | BWA, CG, CLB, KKR, MAT, SCHW | - | View | ||
| 2022 Q4 | Jan 31, 2023 | Greenhaven Road Capital | 15.0% | 12.0% | APG, CLAR, CLBT, ESTC, KKR, MGNT, PAR, PAT GR | - | View | ||
| 2023 Q4 | Jan 17, 2024 | Vulcan Value Partners – Large Cap | 8.2% | 17.6% | AMZN, BVI FP, CG, CRM, JLL, KKR, MSFT, TDG | - | View | ||
| 2023 Q4 | Jan 17, 2024 | Vulcan Value Partners – Small Cap | 8.1% | 16.5% | 938 GR, CG, CWK, DNB, KKR, TDG | - | View | ||
| 2023 Q4 | Jan 17, 2024 | Vulcan Value Partners – Focus Plus | 5.9% | 18.7% | AMZN, CBRE, CG, CRM, KKR, MSFT, TDG | - | View | ||
| 2023 Q4 | Jan 13, 2024 | ClearBridge Investments Mid Cap Growth Strategy | 0.0% | 0.0% | APTV, CAE, EXPE, HAS, KKR, MRVI | - | View | ||
| 2022 Q3 | Jan 11, 2022 | 1 Main Capital | 4.0% | 11.3% | IWG LN, KKR | - | WILC |
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| 2023 Q4 | Jan 2, 2024 | Diamond Hill Large Cap Strategy | 7.9% | 14.7% | AIG, ALL, BAC, BWA, CARR, CVX, KKR, PFE | - | View | ||
| 2022 Q4 | Jan 2, 2023 | GoodHaven Capital Management | 0.0% | 18.9% | BRK/B, DVN, GOOG, GS, KKR, PGR | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 21, 2026 | Fund Letters | Andrew Macken | KKR & Co. Inc. | Financials | Asset Management & Custody Banks | Bull | New York Stock Exchange | Alternatives, Carry, Fundraising, M&A, Private Credit, Realizations | View Pitch |
| Feb 21, 2026 | Fund Letters | Gregory See | KKR & Co. Inc. | Financials | Asset Management & Custody Banks | Bull | New York Stock Exchange | Alternatives, AUM, Fundraising, Private Credit, private equity, scale | View Pitch |
| Feb 21, 2026 | Fund Letters | Gregory See | KKR & Co. Inc. | Financials | Asset Management & Custody Banks | Bull | New York Stock Exchange | Alternatives, AUM, compounding, Fees, Private Credit, valuation | View Pitch |
| Jan 27, 2026 | Fund Letters | Shreekkanth Viswanathan | KKR & Co. Inc. | Financials | Asset Management & Custody Activities | Bull | New York Stock Exchange | Alternatives, Assetmanagement, compounding, Fees, Insurance | View Pitch |
| Jan 8, 2026 | Fund Letters | Shreekkanth Viswanathan | KKR & Co., Inc. | Financials | Capital Markets | Bull | New York Stock Exchange | Annuities, buyout, compounding, Deployment, Drypowder, Realizations, Valuations, Volatility | View Pitch |
| Jan 8, 2026 | Fund Letters | Alex Umansky | KKR & Co. Inc. | Financials | Asset Management & Custody Banks | Bull | New York Stock Exchange | Credit, Distribution, diversification, Fundraising, Insurance | View Pitch |
| Dec 6, 2025 | Fund Letters | Scott Miller | KKR & Co. Inc. | Financials | Asset Management | Bull | NYSE | Alternatives, AUM, Distribution, Fundraising, private equity | View Pitch |
| Dec 3, 2025 | Fund Letters | Samer Hakoura | KKR & Co., Inc. | Financials | Asset Management & Custody Banks | Bull | NYSE | Alternatives, compounding, Fees, Insurance, Privateequity | View Pitch |
| Nov 10, 2025 | Seeking Alpha | Seeking Alpha | KKR & Co. Inc. | Asset Management | Bull | alternative asset management, AUM growth, Diversified Business, employee incentives, Financial results, Growth Opportunities, high-net-worth individuals, KKR, Private Credit, private equity | View Pitch | ||
| Aug 13, 2025 | Seeking Alpha | Veltri Capital Insights | KKR & Co | Financials | Asset Management | Bull | NYSE | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||