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Lindsell Train opened a new position in KKR, now 2.33% of the portfolio.

New holding of 667,780 shares worth $61.29M.
Published · Based on SEC filings

Medium impact
New position
2026 Q2

Lindsell Train opened a new position in KKR & Co Inc (KKR) in 2026 Q2, according to the 13F-HR filed with the SEC on July 15, 2026. The filing lists 668K shares worth about $61.3M at June 30, 2026, 2.33% of the reported portfolio. KKR enters the book as the 12th largest of 28 stock positions.

What did the 2026 Q2 filing report for KKR?

As of June 30, 2026, from the 13F-HR filed July 15, 2026.

Value
Shares 668K
Reported value $61.3M
Portfolio weight 2.33%
Rank in portfolio 12th of 28

How big is the new KKR position?

Lindsell Train opened 2 stock positions in 2026 Q2; KKR is the largest of them by weight. An average stock position in the Lindsell Train portfolio is 4% of the reported value, so the new name starts below the fund's typical size.

Where does KKR sit in the Lindsell Train portfolio?

KKR ranks 12th of 28 stock positions in the Lindsell Train portfolio at 2.33%, below the fund's average stock position of 4%. The largest stock position is GOOGL at 17.49%. Next come TKO at 16.07% and FICO at 10.28%. The three largest stocks together are 43.85% of the book. The KKR purchase was the 3rd largest of the quarter's 22 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Lindsell Train reported 28 stock positions, with 2 opened and 1 closed. The total portfolio value is about $2.6B, down 16% from the prior quarter.

Lindsell Train buys and sells, 2026 Q2

Has Lindsell Train held KKR before?

Lindsell Train has not reported KKR before in the filings we track. Our data starts with the quarter ended June 30, 2013.

Did other funds buy or sell KKR in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of July 15, 2026, 5 hold KKR. Of those, one opened it this quarter. One other tracked fund sold out of it. The largest buyers of KKR this quarter were Dodge & Cox Stock Fund and Jeffrey Ubben. The largest sellers were Chuck Akre, John W. Rogers Jr. and Stephen Mandel. Every tracked holder of KKR is on the KKR ownership page.

FAQ

How many KKR shares does Lindsell Train hold?

Lindsell Train holds 668K shares of KKR as of June 30, 2026, worth about $61.3M.

What is KKR's weight in the Lindsell Train portfolio?

KKR is 2.33% of the Lindsell Train portfolio and ranks 12th of 28 stocks by weight.

Has Lindsell Train owned KKR before?

No. Lindsell Train has not reported KKR before in the filings we track, which start with the quarter ended June 30, 2013.

How many other tracked funds hold KKR?

5 other tracked funds that had filed for 2026 Q2 hold KKR. One of them opened it this quarter.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst