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Disclosery

MENLO ADVISORS LLC: KKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MENLO ADVISORS LLC on KKR, newest first. How the timeline and the estimate are built.

MENLO ADVISORS LLC held 45,675 KKR shares at 2026-06-30 per its 13F-HR filed 2026-09-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,675 shares
    Change vs previous 13F -705 shares

    1.84% of the 13F portfolio, value $4,192,000.

    13F-HR 0001279708-26-000009 filed by MENLO ADVISORS LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 46,380 shares
    Change vs previous 13F 0 shares

    2.66% of the 13F portfolio, value $5,912,000.

    13F-HR 0001279708-26-000008 filed by MENLO ADVISORS LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 46,380 shares
    Change vs previous 13F -2,000 shares

    2.66% of the 13F portfolio, value $5,912,000.

    13F-HR 0001279708-26-000007 filed by MENLO ADVISORS LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F 48,380 shares
    Change vs previous 13F -5,795 shares

    2.98% of the 13F portfolio, value $6,286,000.

    13F-HR 0001279708-26-000006 filed by MENLO ADVISORS LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 54,175 shares
    Change vs previous 13F -1,600 shares

    3.88% of the 13F portfolio, value $7,206,000.

    13F-HR 0001279708-25-000004 filed by MENLO ADVISORS LLC
    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 55,775 shares
    Change vs previous 13F -2,545 shares

    3.07% of the 13F portfolio, value $6,448,000.

    13F-HR 0001279708-25-000002 filed by MENLO ADVISORS LLC
    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 58,320 shares
    Change vs previous 13F -2,250 shares

    4.4% of the 13F portfolio, value $8,626,000.

    13F-HR 0001279708-25-000001 filed by MENLO ADVISORS LLC
    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 60,570 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $7,909,000.

    13F-HR 0001279708-24-000008 filed by MENLO ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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