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Zuckerman Investment Group, LLC: KKR position timeline

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

Zuckerman Investment Group, LLC held 389,370 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 389,370 shares
    Change vs previous 13F +80,329 shares

    3.02% of the 13F portfolio, value $35,736,404.

    13F-HR 0001423296-26-000008 filed by Zuckerman Investment Group, LLC
    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 309,041 shares
    Change vs previous 13F +82,271 shares

    2.68% of the 13F portfolio, value $28,586,299.

    13F-HR 0001423296-26-000005 filed by Zuckerman Investment Group, LLC
    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 226,770 shares
    Change vs previous 13F +7,812 shares

    2.58% of the 13F portfolio, value $28,908,645.

    13F-HR 0001423296-26-000002 filed by Zuckerman Investment Group, LLC
    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 218,958 shares
    Change vs previous 13F -9,843 shares

    2.63% of the 13F portfolio, value $28,453,591.

    13F-HR 0001423296-25-000015 filed by Zuckerman Investment Group, LLC
    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 228,801 shares
    Change vs previous 13F +36,330 shares

    2.95% of the 13F portfolio, value $30,437,425.

    13F-HR 0001423296-25-000008 filed by Zuckerman Investment Group, 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 192,471 shares
    Change vs previous 13F -4,834 shares

    2.39% of the 13F portfolio, value $22,251,592.

    13F-HR 0001423296-25-000004 filed by Zuckerman Investment Group, 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 197,305 shares
    Change vs previous 13F -5,253 shares

    3.09% of the 13F portfolio, value $32,204,074.

    13F-HR 0001423296-25-000001 filed by Zuckerman Investment Group, 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 202,558 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $26,450,079.

    13F-HR 0001423296-24-000014 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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