Steven Romick - First Pacific Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  KKR & Co. L.P. (KKR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.01 SEC
2023   Q2 11,600 0.01 $56.00 $649,600 SEC
2023   Q1 11,600 0.01 $52.52 $609,232 SEC
2022   Q4 11,600 0.01 $46.42 $538,472 SEC
2022   Q3 11,600 0.01 Add 13.73% <0.01 $43.02 $499,000 SEC
2022   Q2 10,200 0.01 Add 65.21% <0.01 $46.27 $472,000 SEC
2022   Q1 6,174 <0.01 $58.47 $361,000 SEC
2021   Q4 6,174 0.01 $74.51 $460,000 SEC
2021   Q3 6,174 <0.01 $60.90 $376,000 SEC
2021   Q2 6,174 <0.01 $59.28 $366,000 SEC
2021   Q1 6,174 <0.01 $48.91 $302,000 SEC
2020   Q4 6,174 <0.01 Reduce 3.00% <0.01 $40.49 $250,000 SEC
2020   Q3 6,365 <0.01 $34.41 $219,000 SEC
2020   Q2 6,365 <0.01 Reduce 76.74% <0.01 $30.95 $197,000 SEC
2020   Q1 27,365 0.01 Reduce 38.12% <0.01 $23.46 $642,000 SEC
2019   Q4 44,220 0.01 Reduce 3.66% <0.01 $29.17 $1,290,000 SEC
2019   Q3 45,900 0.01 Reduce 19.97% <0.01 $26.84 $1,232,000 SEC
2019   Q2 57,350 0.01 Reduce 12.11% <0.01 $25.27 $1,449,000 SEC
2019   Q1 65,250 0.01 $23.49 $1,533,000 SEC
2018   Q4 65,250 0.01 Add 86.43% <0.01 $19.63 $1,281,000 SEC
2018   Q3 35,000 0.01 $27.26 $954,000 SEC
2018   Q2 35,000 0.01 Buy 0.01 $24.86 $870,000 SEC