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Disclosery

Baron Capital: KKR position timeline

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

Baron Capital held 173,118 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 173,118 shares
    Change vs previous 13F -60,150 shares

    0.02% of the 13F portfolio, value $15,888,770.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    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 233,268 shares
    Change vs previous 13F -13,083 shares

    0.07% of the 13F portfolio, value $21,577,290.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    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 246,351 shares
    Change vs previous 13F +28,091 shares

    0.09% of the 13F portfolio, value $31,404,825.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    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 218,260 shares
    Change vs previous 13F +55,664 shares

    0.08% of the 13F portfolio, value $28,362,887.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    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 162,596 shares
    Change vs previous 13F +4,488 shares

    0.06% of the 13F portfolio, value $21,630,146.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    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 158,108 shares
    Change vs previous 13F +35,298 shares

    0.05% of the 13F portfolio, value $18,278,866.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    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 122,810 shares
    Change vs previous 13F +4,856 shares

    0.05% of the 13F portfolio, value $18,164,827.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    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 117,954 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $15,402,433.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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