ValueAct Capital (Mason Morfit)'s KKR Position Overview
ValueAct Capital (Mason Morfit) (via Valueact Holdings, L.P.) currently holds 3.28 M shares of KKR & Co. Inc. (KKR) worth $303.37 M, representing 5.31% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, ValueAct Capital (Mason Morfit) has maintained a strategic position in KKR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 3.85 M shares. Largest reduction occurred in Q3 2023, reducing 9.11 M shares.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital (Mason Morfit)'s KKR & Co (KKR) Holding Value Over Time
Track share changes against reported price movement
Quarterly KKR & Co (KKR) Trades by ValueAct Capital (Mason Morfit)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +3.28 M | New Buy | 3.28 M | $92.50 |
| Q3 2024 | -1.21 M | Sold Out | 0 | $0.00 |
| Q2 2024 | -697,600 | Reduce 36.62% | 1.21 M | $105.24 |
| Q1 2024 | -4.05 M | Reduce 68.01% | 1.9 M | $100.58 |
| Q4 2023 | -5.47 M | Reduce 47.87% | 5.95 M | $82.85 |
| Q3 2023 | -9.11 M | Reduce 44.38% | 11.42 M | $61.60 |
| Q1 2023 | -3.17 M | Reduce 13.36% | 20.54 M | $52.52 |
| Q4 2022 | -2.75 M | Reduce 10.41% | 23.7 M | $46.42 |
| Q2 2022 | +3.85 M | Add 17.04% | 26.46 M | $46.29 |
| Q1 2022 | +550,000 | Add 2.49% | 22.61 M | $58.47 |
| Q4 2021 | -2 M | Reduce 8.31% | 22.06 M | $74.50 |
| Q3 2021 | -3.17 M | Reduce 11.63% | 24.06 M | $60.88 |
| Q2 2021 | -4.36 M | Reduce 13.82% | 27.22 M | $59.24 |
| Q1 2021 | -6.47 M | Reduce 16.99% | 31.58 M | $48.85 |
| Q4 2020 | -6.95 M | Reduce 15.44% | 38.05 M | $40.49 |
| Q1 2020 | -784,200 | Reduce 1.71% | 45 M | $23.47 |
| Q4 2019 | -2.32 M | Reduce 4.81% | 45.78 M | $29.17 |
| Q3 2019 | -2.6 M | Reduce 5.13% | 48.1 M | $26.85 |
| Q4 2018 | +1 M | Add 2.01% | 50.7 M | $19.63 |
| Q2 2018 | +49.7 M | New Buy | 49.7 M | $24.85 |
ValueAct Capital (Mason Morfit)'s KKR & Co Investment FAQs
ValueAct Capital (Mason Morfit) first purchased KKR & Co. Inc. (KKR) in Q2 2018, acquiring 49,700,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital (Mason Morfit) has held KKR & Co. Inc. (KKR) for 27 quarters since Q2 2018.
ValueAct Capital (Mason Morfit)'s largest addition to KKR & Co. Inc. (KKR) was in Q2 2018, adding 49,700,000 shares worth $1.24 B.
According to the latest 13F filing for Q1 2026, ValueAct Capital (Mason Morfit)'s firm, Valueact Holdings, L.P., owns 3,279,700 shares of KKR & Co. Inc. (KKR), valued at approximately $303.37 M.
As of the Q1 2026 filing, KKR & Co. Inc. (KKR) represents approximately 5.31% of ValueAct Capital (Mason Morfit)'s publicly disclosed stock portfolio, making it one of their key holdings.
ValueAct Capital (Mason Morfit)'s peak holding in KKR & Co. Inc. (KKR) was 50,700,000 shares, as reported at the end of Q4 2018.