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Signal dossier · Q4 2025

KKR logoKKR

KKR & Co · Financials

HoldLens verdict · single −100..+100 scale
SELL
−7
2Q BUY
on a signed −100 sell scale · WEAK SELL
2 tracked managers selling. MODERATE sell signal.
Unified ConvictionScore · −100..+100
Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding
−7
Buy component
+8
Dissent penalty
−16
Unanimity bonus
+5
Quality differential
-7
Info density
+7
Buyers / Sellers
3 / 2
ConvictionScore v5 · 9-layer breakdown
13F superinvestor moves + Form 4 insider trades + 8-K material events. The SEC Signals trilogy.
−7
Smart money (13F)
+7
Insider activity (Form 4)
+0
Track record (CAGR)
-6
Trend streak
+5
Concentration
+2
Contrarian bonus
+0
Event signal (8-K)
+0
− Dissent penalty
−16
− Crowding penalty
−0
Owners: 1·Buyers: 11·Sellers: 11·Buyer-CAGR-weighted expected return: +9.2% ±0.8%·How this is computed
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8-quarter activity

Distinct managers buying or selling KKR each quarter — last 2 years.

2 buy moves·0 sell moves·net buying
'24 Q1
'24 Q2
'24 Q3
'24 Q4
'25 Q1
'25 Q2
1
'25 Q3
1
'25 Q4
Buyers (new + add)Sellers (trim + exit)

Ownership breadth · 8 quarters

Breadth falling
-2 owners over 8Q
3
3
3
3
2
2
3
1
Q1 '24
Q2 '24
Q3 '24
Q4 '24
Q1 '25
Q2 '25
Q3 '25
Q4 '25

Fewer superinvestors hold this name than 8 quarters ago — rotation out. See the most-owned names across all tracked managers →

Multi-quarter conviction

Managers who have been moving the same direction on KKR for 2+ consecutive quarters. Streaks matter far more than single-quarter moves — they reveal thesis conviction, not reactive trading.

Consecutive-quarter BUYERS

Smart money activity

Every tracked 13F move on KKR — grouped by quarter, ranked by manager quality.

Smart money activity
11 buys · 11 sells across tracked 13F filings
Net signal: NEUTRAL
Q4 2025(5 moves)
Portfolio manager% portfolio
Lone Pine Capital
4.70%
Gotham Asset Management
0.00%
Oakmark Funds
2.70%
Viking Global Investors
0.00%
Fairfax Financial
0.00%
Q3 2025(4 moves)
Portfolio manager% portfolio
Viking Global Investors
0.90%
Oakmark Funds
2.20%
Lone Pine Capital
3.90%
Gotham Asset Management
0.00%
Q2 2025(2 moves)
Portfolio manager% portfolio
Lone Pine Capital
4.90%
Gotham Asset Management
0.00%
Q1 2025(3 moves)
Portfolio manager% portfolio
Lone Pine Capital
4.80%
Viking Global Investors
0.00%
Fairfax Financial
0.10%
Q4 2024(2 moves)
Portfolio manager% portfolio
Lone Pine Capital
4.40%
Viking Global Investors
0.40%
Q3 2024(3 moves)
Portfolio manager% portfolio
Viking Global Investors
0.90%
Gotham Asset Management
0.00%
Lone Pine Capital
4.40%
Q2 2024(3 moves)
Portfolio manager% portfolio
Gotham Asset Management
0.00%
Lone Pine Capital
5.50%
Viking Global Investors
0.20%

Insider activity

What the company's own executives and directors are doing — buys are highly bullish.

Latest news

Recent headlines for KKR — context for the moves above.

Who’s betting biggest on KKR

Each bar is one manager’s position size in KKR as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.

Alternative asset compounder.

AI thesis

An AI-synthesised investment thesis for KKR, based on the 13F data above. Generated on demand — not stored or pre-computed.

AI thesis
Claude Haiku synthesis of SELL positioning from 1 institutional filers
Powered by Claude Haiku

Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the -7 conviction score.

Related smart-money signals

Derived from the same 13F filings
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Share the KKR signal

The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.