Number of Shares
105,861.00
Current Holdings Value*
$12.06 Mil
% of Portfolio
4.56%
Total Estimate Gain
$10.20 Mil
% of Total Estimate Gain
176.71%

LOUNTZIS ASSET MANAGEMENT, LLC's KKR & Co Inc Holding Summary

As of 2025-03-31, LOUNTZIS ASSET MANAGEMENT, LLC held 105,861.00 shares of KKR & Co Inc(KKR), totaling $12.06 Mil. This investment constitutes 4.56% of their stock portfolio, and LOUNTZIS ASSET MANAGEMENT, LLC now holds 0.01% of the outstanding KKR & Co Inc(KKR) stock.

The initial trade took place in 2022Q3. And since then LOUNTZIS ASSET MANAGEMENT, LLC has made 3 purchases of KKR, at an average price of $50.63, for a total of 114,043.00 shares. In addition, there have been 7 sales at an average price of $63.93 for 8,182.00 shares. Based on historical transaction data and KKR's current price of $145.98, LOUNTZIS ASSET MANAGEMENT, LLC's estimated gain on his KKR holdings is $10.20 Mil, reflecting a 176.71% gain to date.

LOUNTZIS ASSET MANAGEMENT, LLC KKR ($145.98) Holding Chart

LOUNTZIS ASSET MANAGEMENT, LLC KKR ($145.98) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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