Signal dossier · Q1 2026

KKR

Informational only — not investment advice. HoldLens tracks institutional positioning from public 13F filings. We are not a registered investment advisor and do not provide recommendations to buy or sell securities. Our 2026 backtest over 221 ticker-quarter pairs found the ConvictionScore has no predictive signal for forward returns (Pearson r = −0.12). The rankings describe what tracked superinvestors were accumulating or selling at the latest 13F snapshot — useful as market intelligence, not as personal investment advice. 13F data is reported with a 45-day SEC filing lag.

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ConvictionScore · single −100..+100 scale

Net selling

−12

2Q ACCUM

on a signed −100 sell scale · Slight selling

2 tracked managers selling. MODERATE selling pattern.

Unified ConvictionScore · −100..+100

Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding

−12

Buy component

Dissent penalty

−19

Unanimity bonus

Quality differential

-8

Info density

Buyers / Sellers

1 / 2

ConvictionScore v5 · 9-layer breakdown

13F superinvestor moves + Form 4 insider trades + 8-K material events. The SEC Signals trilogy.

−12

Smart money (13F)

Insider activity (Form 4)

Track record (CAGR)

-6

Trend streak

Concentration

Contrarian bonus

Event signal (8-K)

− Dissent penalty

−19

− Crowding penalty

−0

Owners: 1·Buyers: 11·Sellers: 19·Buyer-CAGR-weighted expected return: +9.2% ±0.8%·How this is computed

Why this score?

See the 9 factors that produced −12 for KKR

HoldLens's ConvictionScore is the sum of 9 factors clamped to −100/+100. Each factor has a known min/max range; the math is deterministic and reproducible. Every input traces to a public SEC filing. Full methodology →

Factor	Contribution	Range	What it measures
Smart money	+5	0 to +30	Sum of buyer manager quality × consensus (number of managers buying weighted by track record).
Insider activity	0	-15 to +20	Form 4 CEO/CFO/director discretionary buys (+) or sells (−) in last 90 days.
Track record	-6	-10 to +20	Buyer's 10-year compound annual return × position concentration. Pros placing big bets count more.
Trend streak	+5	0 to +10	Multi-quarter compounding — managers adding for 3+ consecutive quarters.
Concentration	+2	0 to +10	Biggest position size among buyers — proves conviction.
Contrarian bonus	0	0 to +10	Under-the-radar — fewer total managers know about it = more upside if right.
8-K events	0	-15 to +5	Material events filed last 90 days — Chapter 11 (−), CEO change, M&A, etc.
Dissent	+19	-40 to +0	Sellers subtract from the buy signal — weighted ×1.6 relative to buys.
Crowding	0	-10 to +0	Too many managers holding = price already reflects consensus = less upside.
Sum (clamped −100/+100)	−12	−100 to +100	(raw sum 25 clamped to score -12)

How to read: emerald = positive contribution to the buy signal; rose = penalty (sellers, crowded ownership, bearish 8-K events). Hover any factor name in the methodology page for the exact formula. Every number is computed at build time from EDGAR filings — no proprietary opinion layer, no editorial scoring. For KKR specifically: 11 buyers vs 19 sellers among the 30 tracked managers.

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8-quarter activity

Distinct managers buying or selling KKR each quarter — last 2 years.

2 buy moves·0 sell moves·net buying

'24 Q1

'24 Q2

'24 Q3

'24 Q4

'25 Q1

'25 Q2

'25 Q3

'25 Q4

'26 Q1

Buyers (new + add)Sellers (trim + exit)

Ownership breadth · 8 quarters

Breadth falling

-2 owners over 8Q

Q1 '24

Q2 '24

Q3 '24

Q4 '24

Q1 '25

Q2 '25

Q3 '25

Q4 '25

Q1 '26

Fewer superinvestors hold this name than 8 quarters ago — rotation out. See the most-owned names across all tracked managers →

Multi-quarter conviction

Managers who have been moving the same direction on KKR for 2+ consecutive quarters. Streaks matter far more than single-quarter moves — they reveal thesis conviction, not reactive trading.

Consecutive-quarter BUYERS

Bill Nygren
Oakmark Funds
2Q

Smart money activity

Every tracked 13F move on KKR — grouped by quarter, ranked by manager quality.

Smart money activity

11 buys · 19 sells across tracked 13F filings

Net signal: Heavy selling

Q4 2025(6 moves)

Portfolio manager	Activity	Share change	% portfolio
Stephen MandelTier 1 Lone Pine Capital	Add 23.00%	+921K	4.70%
Joel GreenblattElite Gotham Asset Management	Add 13.00%	+10K	0.00%
Bill Nygren Oakmark Funds Building the new KKR position.	Add 20.00%	+280K	2.70%
Chuck AkreTier 1 Akre Capital Management	Reduce 7.00%	-607K	11.30%
Andreas HalvorsenElite Viking Global Investors	Sell (exit)	-2.71M	0.00%
Prem Watsa Fairfax Financial	Sell (exit)	-20K	0.00%

Q3 2025(4 moves)

Portfolio manager	Activity	Share change	% portfolio
Andreas HalvorsenElite Viking Global Investors	Buy (new)	+2.71M	0.90%
Bill Nygren Oakmark Funds New KKR position — alts.	Buy (new)	+1.10M	2.20%
Stephen MandelTier 1 Lone Pine Capital	Reduce 22.00%	-1.14M	3.90%
Joel GreenblattElite Gotham Asset Management	Reduce 55.00%	-100K	0.00%

Q2 2025(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Stephen MandelTier 1 Lone Pine Capital	Add 10.00%	+458K	4.90%
Joel GreenblattElite Gotham Asset Management	Add 255%	+129K	0.00%
Bill Nygren Oakmark Funds	Reduce 15.00%	-79K	0.10%

Q1 2025(5 moves)

Portfolio manager	Activity	Share change	% portfolio
Stephen MandelTier 1 Lone Pine Capital	Add 18.00%	+716K	4.80%
Chuck AkreTier 1 Akre Capital Management	Reduce 14.00%	-1.44M	9.80%
Andreas HalvorsenElite Viking Global Investors	Sell (exit)	-876K	0.00%
Bill Nygren Oakmark Funds	Reduce 29.00%	-206K	0.10%
Prem Watsa Fairfax Financial	Reduce 15.00%	-4K	0.10%

Q4 2024(4 moves)

Portfolio manager	Activity	Share change	% portfolio
Chuck AkreTier 1 Akre Capital Management	Reduce 10.00%	-1.11M	13.20%
Stephen MandelTier 1 Lone Pine Capital	Reduce 10.00%	-475K	4.40%
Andreas HalvorsenElite Viking Global Investors	Reduce 52.00%	-935K	0.40%
Bill Nygren Oakmark Funds	Reduce 11.00%	-91K	0.10%

Q3 2024(5 moves)

Portfolio manager	Activity	Share change	% portfolio
Andreas HalvorsenElite Viking Global Investors	Add 232%	+1.27M	0.90%
Joel GreenblattElite Gotham Asset Management	Add 54.00%	+17K	0.00%
Chuck AkreTier 1 Akre Capital Management	Reduce 17.00%	-2.30M	12.40%
Stephen MandelTier 1 Lone Pine Capital	Reduce 29.00%	-1.86M	4.40%
Bill Nygren Oakmark Funds	Reduce 32.00%	-373K	0.10%

Insider activity

What the company's own executives and directors are doing — buys are highly bullish.

Latest news

Recent headlines for KKR — context for the moves above.

Who’s betting biggest on KKR

Financials sector →

Each bar is one manager’s position size in KKR as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.

Chuck AkreT1

8.9%

“Alternative asset compounder.”

AI thesis

An AI-synthesised investment thesis for KKR, based on the 13F data above. Generated on demand — not stored or pre-computed.

AI thesis

Claude Haiku synthesis of net selling positioning from 1 institutional filers

Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the -12 conviction score.

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The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.

Sister property: SecFilingDex — the encyclopedic reference for every SEC form variant (13F-HR / 13F-NT / 13F-HR/A) and the regulatory citation behind the data on this page.