Brand Legacy Positions KKR (KKR) for Lasting Advantage
SVN Capital, an investment management company, released its first half 2026 investor letter for "SVN Capital Fund". A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Akre Capital Management Charles Akre | 4,981,486 | $457,200,745 | -26% | 8.93% |
| 2. | Farallon Capital Thomas Steyer | 4,118,300 | $377,977,574 | -12% | 1.74% |
| 3. | ValueAct Capital Jeffrey Ubben | 3,558,200 | $326,571,596 | +9% | 5.8% |
| 4. | D E Shaw D. E. Shaw | 3,429,914 | $314,797,507 | -14% | 0.15% |
| 5. | AQR Capital Management Cliff Asness | 2,703,366 | $247,628,404 | -12% | 0.09% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $94.47 | 50,000 | $4,723,500.00 | 285,000 | 2026-03-04 | Filing | |
| $87.81 | 50,000 | $4,390,500.00 | 14,406,748 | 2026-02-27 | Filing | |
| $88.56 | 50,000 | $4,428,000.00 | 559,257 | 2026-02-27 | Filing | |
| $90.96 | 22,225 | $2,021,586.00 | 49,610 | 2026-03-02 | Filing | |
| $102.90 | 43,872 | $4,514,428.80 | 45,477 | 2026-02-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $144.25 | 809,906 | $116,828,940.50 | 81,361,978 | 2025-08-07 | Filing | |
| $119.80 | 1,190,094 | $142,573,261.20 | 82,171,884 | 2025-06-02 | Filing | |
| $121.67 | 130,925 | $15,929,644.75 | 0 | 2025-06-02 | Filing | |
| $119.80 | 1,150,469 | $137,826,186.20 | 73,006,022 | 2025-06-02 | Filing | |
| $55.92 | 100 | $5,592.00 | 1,434,144 | 2023-03-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 45,188,181 | $4,147,371,201 | 0.06% | |
| 2. | 44,564,501 | $4,090,129,902 | 0.09% | |
| 3. | 36,389,402 | $3,338,898,838 | 0.69% | |
| 4. | 29,293,443 | $2,688,552,199 | 0.08% | |
| 5. | 21,566,484 | $1,979,371,903 | 0.09% |