Jeff Ubben - ValueAct Holdings
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    18
Portfolio value:    $5,712,466,529
Holdings Activity Buys Sells    History
Holding/activity history for  KKR & Co. Inc. (KKR)
← All KKR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,279,700 5.31 Buy 5.31 $82.67–137.28 · VW $99.02i $303,372,250 SEC
2024   Q3 0 0.00 Sell 100.00% 3.57 $98.25–134.85 · VW $119.77i SEC
2024   Q2 1,207,208 3.57 Reduce 36.62% 1.55 $91.92–113.91 · VW $102.92i $127,046,570 SEC
2024   Q1 1,904,808 4.22 Reduce 68.01% 6.71 $78.95–103.48 · VW $93.15i $191,585,588 SEC
2023   Q4 5,954,108 9.87 Reduce 47.87% 7.56 $53.72–85.66 · VW $69.20i $493,297,848 SEC
2023   Q3 11,420,908 15.80 Reduce 44.38% 7.94 $52.95–64.77 · VW $60.96i $703,527,933 SEC
2023   Q2 20,535,233 17.88 $56.00 $1,149,973,048 SEC
2023   Q1 20,535,233 17.56 Reduce 13.36% 2.77 $46.31–60.53 · VW $53.87i $1,078,510,437 SEC
2022   Q4 23,702,511 20.73 Reduce 10.41% 2.01 $41.77–57.55 · VW $48.98i $1,100,270,561 SEC
2022   Q3 26,456,563 19.27 $43.00 $1,137,632,000 SEC
2022   Q2 26,456,563 19.52 Add 17.04% 2.84 $44.28–61.52 · VW $52.52i $1,224,674,000 SEC
2022   Q1 22,605,349 18.18 Add 2.49% 0.44 $50.55–75.19 · VW $62.60i $1,321,735,000 SEC
2021   Q4 22,055,349 18.53 Reduce 8.31% 1.41 $59.66–83.90 · VW $74.83i $1,643,124,000 SEC
2021   Q3 24,055,349 16.96 Reduce 11.63% 2.24 $56.80–67.81 · VW $62.91i $1,464,490,000 SEC
2021   Q2 27,221,126 19.28 Reduce 13.82% 2.49 $49.30–61.05 · VW $56.42i $1,612,580,000 SEC
2021   Q1 31,584,672 18.01 Reduce 16.99% 3.04 $37.49–49.79 · VW $44.60i $1,542,911,000 SEC
2020   Q4 38,050,000 17.87 Reduce 15.44% 3.36 $33.65–40.71 · VW $37.33i $1,540,645,000 SEC
2020   Q3 45,000,000 21.74 $34.34 $1,545,300,000 SEC
2020   Q2 45,000,000 15.91 $30.88 $1,389,600,000 SEC
2020   Q1 45,000,000 15.27 Reduce 1.71% 0.23 $15.55–34.14 · VW $26.71i $1,056,150,000 SEC
2019   Q4 45,784,200 13.53 Reduce 4.81% 0.67 $24.92–30.18 · VW $28.60i $1,335,525,000 SEC
2019   Q3 48,100,000 13.93 Reduce 5.13% 0.69 $23.90–29.95 · VW $26.42i $1,291,485,000 SEC
2019   Q2 50,700,000 13.38 $25.27 $1,281,189,000 SEC
2019   Q1 50,700,000 13.09 $23.49 $1,190,943,000 SEC
2018   Q4 50,700,000 12.40 Add 2.01% 0.24 $18.30–28.44 · VW $22.87i $995,241,000 SEC
2018   Q3 49,700,000 13.33 $27.27 $1,355,319,000 SEC
2018   Q2 49,700,000 11.65 Buy 11.65 $19.37–25.10 · VW $22.41i $1,235,045,000 SEC
Price snapshot:
Current price$96.91
Avg. buy price$92.50
+/- since buy4.77%
52-week low$82.51
52-week high$152.85