JU
Jeffrey Ubben (ValueAct) disclosed new in KKR & CO INC
Jeffrey Ubben (ValueAct) filed a 13F change in KKR & CO INC (48251W104) on 2026-05-15, covering period end 2026-03-31.
Action
New
Capital
$303,372,250 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
19 changes from Jeffrey Ubben (ValueAct), filed 2026-05-15 for period end 2026-03-31.
$5.7B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
77311W101 ROCKET COS INC | Reduced | -$360.3M | $402.1M | 6.31% |
60937P106 MONGODB INC | Reduced | -$336.4M | $254.0M | 5.89% |
254687106 DISNEY WALT CO | Reduced | -$311.6M | $38.6M | 5.45% |
48251W104 KKR & CO INC | New | $303.4M | $303.4M | 5.31% |
79466L302 SALESFORCE INC | Reduced | -$234.3M | $559.0M | 4.10% |
09290D101 BLACKROCK INC | Reduced | -$218.7M | $525.2M | 3.83% |
23135106 AMAZON COM INC | Reduced | -$182.7M | $600.8M | 3.20% |
L8681T102 SPOTIFY TECHNOLOGY S A | New | $173.8M | $173.8M | 3.04% |
30303M102 META PLATFORMS INC | Reduced | -$167.9M | $523.9M | 2.94% |
771049103 ROBLOX CORP | Reduced | -$153.4M | $330.8M | 2.69% |
45765U103 INSIGHT ENTERPRISES INC | Sold out | -$99.1M | $0 | 1.74% |
92826C839 VISA INC | Increased | $97.5M | $700.1M | 1.71% |
M98068105 WIX COM LTD | New | $94.1M | $94.1M | 1.65% |
888787108 TOAST INC | Increased | $57.2M | $341.9M | 1.00% |
530909308 LIBERTY LIVE HOLDINGS INC | Increased | $35.4M | $335.1M | 0.62% |
538034109 LIVE NATION ENTERTAINMENT IN | Reduced | -$22.0M | $95.3M | 0.39% |
530909100 LIBERTY LIVE HOLDINGS INC | Increased | $16.2M | $162.9M | 0.28% |
12504L109 CBRE GROUP INC | Reduced | -$5.9M | $31.8M | 0.10% |
829073105 SIMPSON MFG INC | Increased | $2.2M | $239.9M | 0.04% |