| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| KKR, KKR-PD | KKR & Co. Inc. | Co-Executive Chairman, Director | $11.7B | -$259M | -2.16% | Aug 7, 2025 |
| IR | Ingersoll Rand Inc. | 10%+ Owner | Dec 31, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|