Skip to content
Disclosery

Heron Bay Capital Management: KKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heron Bay Capital Management on KKR, newest first. How the timeline and the estimate are built.

Heron Bay Capital Management held 382,701 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 382,701 shares
    Change vs previous 13F -28,970 shares

    3.18% of the 13F portfolio, value $35,124,336.

    13F-HR 0001951757-26-001224 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 411,671 shares
    Change vs previous 13F +307,166 shares

    3.51% of the 13F portfolio, value $38,079,594.

    13F-HR 0001951757-26-000852 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 104,505 shares
    Change vs previous 13F +13,915 shares

    2.54% of the 13F portfolio, value $13,322,319.

    13F-HR 0001951757-26-000446 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 90,590 shares
    Change vs previous 13F -3,145 shares

    2.2% of the 13F portfolio, value $11,772,184.

    13F-HR 0001951757-25-001403 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 93,735 shares
    Change vs previous 13F +34,534 shares

    2.45% of the 13F portfolio, value $12,469,579.

    13F-HR 0001951757-25-001071 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 59,201 shares
    Change vs previous 13F +12,081 shares

    1.44% of the 13F portfolio, value $6,844,231.

    13F-HR 0001951757-25-000547 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 47,120 shares
    Change vs previous 13F -7,929 shares

    1.46% of the 13F portfolio, value $6,969,522.

    13F-HR 0001951757-25-000235 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 55,049 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $7,188,300.

    13F-HR 0001951757-24-001193 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).