marginofdanger on X
Pershing Square trades near 50 times estimated earnings, with $21 billion of fee-paying AUM against a $13 billion equity value and potential post-lockup selling pressure.
NYSE
KKR & Co. Inc.
KKR
1 article
$96B Market cap · 2026-08-20
Investor Letters
Letters that discuss KKR.
- Greenhaven Road Capital Q1 2022 first quarter -26.5% APPS $1.3BESTC $8.9BKKR $96BPAR $804M
- Greenhaven Road Capital Q1 2021 first quarter +14.0% APPS $1.3BESTC $8.9BKKR $96BPAR $804M
- Greenhaven Road Capital Q1 2025 Q1 2025 -12.0% KFS BUR $946MCLBT $2.9BKKR $96B
- Greenhaven Road Capital Q1 2024 first quarter — PAR $804MANY $18MBUR $946MCLBT $2.9B
- Greenhaven Road Capital Q1 2023 first quarter +17.0% BUR $946MAPG $18BBNED $415MCLBT $2.9B
- Greenhaven Road Capital Q1 2020 Q1 — APPS $1.3BCSSE delistedKKR $96BKLR delisted
- Greenhaven Road Capital Q1 2019 Q1 2019 — APPS $1.3BPAR $804MBOX $4.6BCSSE delisted
