Joel Greenblatt's KKR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 51,220 shares of KKR & Co. Inc. (KKR) worth $6.53 M, representing 0.02% of the portfolio. First purchased in 2019-Q2, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in KKR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 20,693 shares. Largest reduction occurred in Q3 2019, reducing 10,029 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's KKR & Co (KKR) Holding Value Over Time
Track share changes against reported price movement
Quarterly KKR & Co (KKR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1,090 | Reduce 2.08% | 51,220 | $127.48 |
| Q3 2025 | +2,171 | Add 4.33% | 52,310 | $129.95 |
| Q2 2025 | +6,222 | Add 14.17% | 50,139 | $133.03 |
| Q1 2025 | -737 | Reduce 1.65% | 43,917 | $115.61 |
| Q4 2024 | +435 | Add 0.98% | 44,654 | $147.91 |
| Q3 2024 | +2,272 | Add 5.42% | 44,219 | $130.58 |
| Q2 2024 | +15,676 | Add 59.67% | 41,947 | $105.24 |
| Q1 2024 | -92 | Reduce 0.35% | 26,271 | $100.58 |
| Q4 2023 | -771 | Reduce 2.84% | 26,363 | $82.85 |
| Q2 2023 | -1,230 | Reduce 4.34% | 27,134 | $56.00 |
| Q1 2023 | +2,086 | Add 7.94% | 28,364 | $52.52 |
| Q4 2022 | +599 | Add 2.33% | 26,278 | $46.42 |
| Q3 2022 | +975 | Add 3.95% | 25,679 | $42.99 |
| Q2 2022 | +20,693 | Add 515.91% | 24,704 | $46.31 |
| Q1 2022 | -2,015 | Reduce 33.44% | 4,011 | $58.59 |
| Q4 2021 | -1,367 | Reduce 18.49% | 6,026 | $74.51 |
| Q3 2021 | -2,202 | Reduce 22.95% | 7,393 | $60.87 |
| Q2 2021 | +1 | Add 0.01% | 9,595 | $59.20 |
| Q1 2021 | +3,254 | Add 51.32% | 9,594 | $48.88 |
| Q4 2020 | -1,311 | Reduce 17.14% | 6,340 | $40.54 |
| Q3 2020 | -2,902 | Reduce 27.50% | 7,651 | $34.37 |
| Q2 2020 | -3,958 | Reduce 27.28% | 10,553 | $30.89 |
| Q1 2020 | +14,511 | New Buy | 14,511 | $23.50 |
| Q3 2019 | -10,029 | Sold Out | 0 | $0.00 |
| Q2 2019 | +10,029 | New Buy | 10,029 | $25.23 |
Joel Greenblatt's KKR & Co Investment FAQs
Joel Greenblatt first purchased KKR & Co. Inc. (KKR) in Q2 2019, acquiring 10,029 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held KKR & Co. Inc. (KKR) for 26 quarters since Q2 2019.
Joel Greenblatt's largest addition to KKR & Co. Inc. (KKR) was in Q2 2022, adding 24,704 shares worth $1.14 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 51,220 shares of KKR & Co. Inc. (KKR), valued at approximately $6.53 M.
As of the Q4 2025 filing, KKR & Co. Inc. (KKR) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in KKR & Co. Inc. (KKR) was 52,310 shares, as reported at the end of Q3 2025.