John Rogers - Ariel Investments,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  KKR & Co. L.P. (KKR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 439,405 0.45 Add 65.87% 0.18 $92.50 $40,644,963 SEC
2025   Q4 264,916 0.36 Add 3.70% 0.01 $127.48 $33,771,491 SEC
2025   Q3 255,469 0.36 Reduce 15.44% 0.07 $129.95 $33,198,197 SEC
2025   Q2 302,109 0.46 Add 9.85% 0.04 $133.03 $40,189,560 SEC
2025   Q1 275,025 0.38 Add 16.99% 0.06 $115.61 $31,795,640 SEC
2024   Q4 235,092 0.38 Reduce 15.37% 0.06 $147.91 $34,772,458 SEC
2024   Q3 277,788 0.38 Reduce 13.56% 0.05 $130.58 $36,273,557 SEC
2024   Q2 321,348 0.37 Reduce 32.24% 0.15 $105.24 $33,818,663 SEC
2024   Q1 474,246 0.48 Reduce 24.18% 0.13 $100.58 $47,699,662 SEC
2023   Q4 625,486 0.53 Reduce 22.87% 0.12 $82.85 $51,821,515 SEC
2023   Q3 810,986 0.54 Reduce 8.49% 0.04 $61.60 $49,956,738 SEC
2023   Q2 886,231 0.48 Reduce 9.48% 0.05 $56.00 $49,628,936 SEC
2023   Q1 979,033 0.50 Reduce 0.28% <0.01 $52.52 $51,418,813 SEC
2022   Q4 981,829 0.46 Reduce 71.24% 1.15 $46.42 $45,576,502 SEC
2022   Q3 3,413,430 1.61 Add 2.12% 0.03 $43.00 $146,778,000 SEC
2022   Q2 3,342,657 1.54 Add 4.25% 0.06 $46.29 $154,732,000 SEC
2022   Q1 3,206,381 1.66 Add 10.02% 0.15 $58.47 $187,477,000 SEC
2021   Q4 2,914,295 1.83 Reduce 16.12% 0.31 $74.50 $217,115,000 SEC
2021   Q3 3,474,325 1.93 Reduce 0.59% 0.01 $60.88 $211,517,000 SEC
2021   Q2 3,494,828 1.95 Add 0.06% <0.01 $59.24 $207,034,000 SEC
2021   Q1 3,492,835 1.68 Add 2.38% 0.04 $48.85 $170,625,000 SEC
2020   Q4 3,411,548 1.56 Reduce 4.29% 0.08 $40.49 $138,134,000 SEC
2020   Q3 3,564,315 1.78 Reduce 23.40% 0.51 $34.34 $122,399,000 SEC
2020   Q2 4,653,028 2.19 Reduce 7.84% 0.16 $30.88 $143,686,000 SEC
2020   Q1 5,048,925 2.08 Reduce 14.43% 0.31 $23.47 $118,498,000 SEC
2019   Q4 5,900,514 2.16 Add 0.92% 0.02 $29.17 $172,118,000 SEC
2019   Q3 5,846,572 2.11 Reduce 0.09% <0.01 $26.85 $156,980,000 SEC
2019   Q2 5,852,060 1.87 Add 3.10% 0.06 $25.27 $147,882,000 SEC
2019   Q1 5,675,855 1.67 Add 0.46% <0.01 $23.49 $133,326,000 SEC
2018   Q4 5,649,833 1.56 Reduce 4.23% 0.08 $19.63 $110,906,000 SEC
2018   Q3 5,899,119 1.80 Buy 1.80 $27.27 $160,869,000 SEC