LongKKRJul 2026
KKR & Co. Inc.
KKR is viewed as a long-term compounder within the highly profitable alternative asset-management industry. The company manages approximately $640 billion and has grown assets…
KKR
Which hedge funds are long KKR?
3 published ideas on KKR & Co. Inc. across 3 funds — 3 long and 0 short.
KKR & Co hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on KKR & Co: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongKKRSep 2026
KKR & Co. Inc.
Greenhaven continues to regard KKR as a high-quality alternative-asset manager despite concerns surrounding private credit. The fund expects the current private-credit scare to…
LongKKRSep 2026
KKR & Co. Inc.
KKR is a large alternative asset manager that the fund believes can compound through continued growth in assets under management and the economics of a highly profitable…