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Torray Fund increased its KKR 6.25 03.01.28 D position by 77%, from 3.78% to 6.76% of the portfolio.

Now holds 575,000 shares worth $24.01M.
Published · Based on SEC filings

Medium impact
Major add
2026 Q2

Torray Fund increased its KKR & CO INC (KKR 6.25 03.01.28 D) position by 77% in 2026 Q2, according to the NPORT-P filed with the SEC on July 28, 2026. The stake went from 325K to 575K shares, worth about $24M, and from 3.78% to 6.76% of the reported portfolio.

What did the 2026 Q2 filing report for KKR 6.25 03.01.28 D?

As of June 30, 2026, from the NPORT-P filed July 28, 2026.

Before After
Shares 325K 575K
Shares added +250K (77%)
Reported value $12.9M $24M
Portfolio weight 3.78% 6.76%
Rank in portfolio 1st of 23

How much did Torray Fund add to KKR 6.25 03.01.28 D?

Torray Fund added 250K shares of KKR 6.25 03.01.28 D during 2026 Q2, taking the stake from 325K to 575K. The reported value of the position rose by about $11.1M, from about $12.9M to about $24M.

Where does KKR 6.25 03.01.28 D sit in the Torray Fund portfolio?

KKR 6.25 03.01.28 D is the largest of 23 stock positions in the Torray Fund portfolio at 6.76%, above the fund's average stock position of 4%. Next come TXN at 6.31% and AVGO at 5.98%. The three largest stocks together are 19.05% of the book. The KKR 6.25 03.01.28 D addition was the 5th largest of the quarter's 17 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Torray Fund reported 23 stock positions, with 1 opened and 1 closed. The total portfolio value is about $355M, up 4% from the prior quarter.

Torray Fund buys and sells, 2026 Q2

How long has Torray Fund held KKR 6.25 03.01.28 D?

Torray Fund first reported KKR 6.25 03.01.28 D in the quarter ended December 31, 2025. The current weight is the highest the fund has reported for the name. The fund added to it last quarter as well, by 8%. Every reported trade is on the Torray Fund KKR 6.25 03.01.28 D trade history page.

Torray Fund shares of KKR 6.25 03.01.28 D by quarter

FAQ

How many KKR 6.25 03.01.28 D shares did Torray Fund buy in 2026 Q2?

Torray Fund added 250K shares of KKR 6.25 03.01.28 D, a 77% increase, to 575K shares.

What is the KKR 6.25 03.01.28 D position of Torray Fund worth now?

The KKR 6.25 03.01.28 D position of Torray Fund is worth about $24M at June 30, 2026 prices, 6.76% of the portfolio.

Is KKR 6.25 03.01.28 D a top holding of Torray Fund?

Yes. KKR 6.25 03.01.28 D is the largest stock position in the Torray Fund portfolio, at 6.76%.

Source: based on original SEC filings

Figures are from the fund's N-PORT report, which lists its positions at period-end values.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst