Chuck Royce's KW Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 2.53 M shares of Kennedy-Wilson Holdings, Inc. (KW) worth $21.04 M, representing 0.21% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in KW, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 2.08 M shares. Largest reduction occurred in Q2 2025, reducing 4.47 M shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Kennedy-Wilson Holdings (KW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Kennedy-Wilson Holdings (KW) Trades by Chuck Royce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +4.09 M | Add 0.00% | 4.09 M | $16.64 |
| Q3 2013 | +2.08 M | Add 50.78% | 6.17 M | $18.56 |
| Q4 2013 | +388,704 | Add 6.30% | 6.56 M | $22.25 |
| Q1 2014 | +1.31 M | Add 20.01% | 7.87 M | $22.51 |
| Q2 2014 | +314,800 | Add 4.00% | 8.18 M | $26.82 |
| Q3 2014 | -216,816 | Reduce 2.65% | 7.97 M | $23.96 |
| Q4 2014 | -795,896 | Reduce 9.99% | 7.17 M | $25.30 |
| Q1 2015 | -621,960 | Reduce 8.67% | 6.55 M | $26.14 |
| Q2 2015 | -1.75 M | Reduce 26.77% | 4.8 M | $24.59 |
| Q3 2015 | -1.18 M | Reduce 24.62% | 3.62 M | $22.17 |
| Q4 2015 | -1.48 M | Reduce 40.83% | 2.14 M | $24.08 |
| Q1 2016 | -271,715 | Reduce 12.70% | 1.87 M | $21.90 |
| Q2 2016 | -435,414 | Reduce 23.32% | 1.43 M | $18.96 |
| Q3 2016 | -156,647 | Reduce 10.94% | 1.28 M | $22.55 |
| Q4 2016 | -69,100 | Reduce 5.42% | 1.21 M | $20.50 |
| Q1 2017 | -664,100 | Reduce 55.06% | 542,096 | $22.20 |
| Q2 2017 | -319,741 | Reduce 58.98% | 222,355 | $19.05 |
| Q3 2017 | -45,595 | Reduce 20.51% | 176,760 | $18.55 |
| Q4 2017 | +15,000 | Add 8.49% | 191,760 | $17.35 |
| Q1 2018 | +119,560 | Add 62.35% | 311,320 | $17.40 |
| Q2 2018 | +1.36 M | Add 435.61% | 1.67 M | $21.15 |
| Q3 2018 | +287,943 | Add 17.27% | 1.96 M | $21.50 |
| Q4 2018 | +1.85 M | Add 94.80% | 3.81 M | $18.17 |
| Q1 2019 | +174,061 | Add 4.57% | 3.98 M | $21.39 |
| Q2 2019 | -154,273 | Reduce 3.87% | 3.83 M | $20.57 |
| Q3 2019 | +9,143 | Add 0.24% | 3.84 M | $21.92 |
| Q4 2019 | -121,910 | Reduce 3.18% | 3.72 M | $22.30 |
| Q1 2020 | -262,950 | Reduce 7.08% | 3.45 M | $13.42 |
| Q2 2020 | -123,731 | Reduce 3.58% | 3.33 M | $15.22 |
| Q3 2020 | +417,490 | Add 12.54% | 3.75 M | $14.52 |
| Q4 2020 | +899,363 | Add 24.00% | 4.65 M | $17.89 |
| Q1 2021 | +705,821 | Add 15.19% | 5.35 M | $20.21 |
| Q2 2021 | +16,392 | Add 0.31% | 5.37 M | $19.87 |
| Q3 2021 | +172,007 | Add 3.20% | 5.54 M | $20.92 |
| Q4 2021 | -108,456 | Reduce 1.96% | 5.43 M | $23.88 |
| Q1 2022 | -310,378 | Reduce 5.71% | 5.12 M | $24.39 |
| Q2 2022 | +80,516 | Add 1.57% | 5.2 M | $18.94 |
| Q3 2022 | +671,873 | Add 12.92% | 5.87 M | $15.46 |
| Q4 2022 | +627,308 | Add 10.68% | 6.5 M | $15.73 |
| Q1 2023 | -660,205 | Reduce 10.15% | 5.84 M | $16.59 |
| Q2 2023 | +192,220 | Add 3.29% | 6.03 M | $16.33 |
| Q3 2023 | +110,591 | Add 1.83% | 6.14 M | $14.74 |
| Q4 2023 | +685,301 | Add 11.15% | 6.83 M | $12.38 |
| Q1 2024 | -54,696 | Reduce 0.80% | 6.77 M | $8.58 |
| Q2 2024 | +1.65 M | Add 24.43% | 8.43 M | $9.72 |
| Q3 2024 | +544,495 | Add 6.46% | 8.97 M | $11.05 |
| Q4 2024 | +325,737 | Add 3.63% | 9.3 M | $9.99 |
| Q1 2025 | -1.73 M | Reduce 18.62% | 7.57 M | $8.68 |
| Q2 2025 | -4.47 M | Reduce 59.08% | 3.1 M | $6.80 |
| Q3 2025 | -568,631 | Reduce 18.36% | 2.53 M | $8.32 |
Chuck Royce's Kennedy-Wilson Holdings Investment FAQs
Chuck Royce first purchased Kennedy-Wilson Holdings, Inc. (KW) in Q2 2013, acquiring 4,090,459 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Kennedy-Wilson Holdings, Inc. (KW) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to Kennedy-Wilson Holdings, Inc. (KW) was in Q2 2013, adding 4,090,459 shares worth $68.06 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 2,528,616 shares of Kennedy-Wilson Holdings, Inc. (KW), valued at approximately $21.04 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Kennedy-Wilson Holdings, Inc. (KW) represents approximately 0.21% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in Kennedy-Wilson Holdings, Inc. (KW) was 9,299,611 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.