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KKR 6.25 03.01.28 D is now the largest holding of Torray Fund at 6.76% of the portfolio, up from 19th.

Takes over from PSX, 6.56% of the book a quarter earlier, which is now 4.21%.
Published · Based on SEC filings

Low impact
New top holding
2026 Q2

Torray Fund reported KKR & CO INC (KKR 6.25 03.01.28 D) as the largest of its 23 stock positions for 2026 Q2, according to the NPORT-P filed with the SEC on July 28, 2026: 575K shares worth about $24M, 6.76% of the portfolio. KKR 6.25 03.01.28 D ranked 19th a quarter earlier, at 3.78% of the book.

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.

Value
Portfolio weight 6.76%
Shares 575K
Reported value $24M
Rank in portfolio 1st of 23
Rank a quarter earlier 19th
Largest holding a quarter earlier PSX at 6.56%
Next largest holding now TXN at 6.31%

How did KKR 6.25 03.01.28 D become the largest holding?

Torray Fund added 77% to the KKR 6.25 03.01.28 D share count in 2026 Q2. PSX, the largest holding a quarter earlier at 6.56%, was trimmed to 4.21%, now 13th. The next largest holding now is TXN at 6.31%.

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%. 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 top holdings, 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. Last quarter the fund added to the position 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

What is the largest holding in the Torray Fund portfolio?

KKR 6.25 03.01.28 D is the largest holding in the Torray Fund portfolio as of 2026 Q2, at 6.76% of the reported value.

What was the largest holding of Torray Fund a quarter earlier?

PSX, at 6.56% of the book. PSX, the largest holding a quarter earlier at 6.56%, was trimmed to 4.21%, now 13th.

How did KKR 6.25 03.01.28 D become the largest holding of Torray Fund?

KKR 6.25 03.01.28 D ranked 19th a quarter earlier, at 3.78% of the book. Torray Fund added 77% to the KKR 6.25 03.01.28 D share count in 2026 Q2. PSX, the largest holding a quarter earlier at 6.56%, was trimmed to 4.21%, now 13th.

How many KKR 6.25 03.01.28 D shares does Torray Fund hold?

Torray Fund holds 575K shares of KKR 6.25 03.01.28 D, worth about $24M at June 30, 2026 prices.

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
Amelia Ingram
Amelia Ingram
Valuesider analyst