Letters by company
KKR & Co. Inc.
7 letters discussing KKR. Everything written about it on this site is on its ticker page.
- Greenhaven Road Capital Q1 2025 Greenhaven Road increased Lifecore, Vistry and Hagerty after tariff-related selling, while retaining its core case for KKR, PAR and Cellebrite. It presents Kingsway as an underfollowed acquirer that can scale a search-fund model through operator-led purchases of small, asset-light businesses. Q1 2025 BUR $772MCLBT $2.9BKKR $80B
- Greenhaven Road Capital Q1 2024 Greenhaven Road Capital concentrates its case on PAR Technology’s restaurant software rollout and acquisitions, arguing that Burger King, Wendy’s and overseas expansion can turn contracted recurring revenue and new products into cash generation. It also backs Cellebrite, KKR, Burford and IWG on durable demand, while exiting Sphere after its venue-opening thesis matured. first quarter 2024 PAR $611MANY $33MBUR $772M
- Greenhaven Road Capital Q1 2022 Greenhaven Road Capital argues that valuation compression, rather than broken fundamentals, drove declines across KKR, PAR Technology, Elastic, Teladoc Health and Digital Turbine, and added to PAR and Teladoc. It also initiated a basket of U.S.-focused cannabis operators, betting that restrictive federal rules suppress valuations while state legalization and limited retail licenses support earnings. first quarter 2022 APPS $1.3BESTC $9.9BKKR $80B
- Greenhaven Road Capital Q1 2021 Greenhaven Road added to PAR Technology after its Punchh acquisition, arguing that an integrated restaurant-software platform could create pricing power. The portfolio emphasized Elastic, KKR, RCI Hospitality and Digital Turbine, while the manager sold Twitter after rapid appreciation and began building a selective SPAC and warrant-investing effort. first quarter 2021 APPS $1.3BESTC $9.9BKKR $80B
- Greenhaven Road Capital Q1 2020 Greenhaven Road Capital retained major positions in SharpSpring, Digital Turbine and PAR Technology, arguing that their balance sheets, management teams and competitive positions can withstand the pandemic disruption. It added smaller positions in Roku, Pinterest and Carvana while emphasizing businesses with variable costs and sufficient liquidity. Q1 2020 APPS $1.3BKKR $80BPAR $611M
- Greenhaven Road Capital Q1 2019 PAR Technology entered the portfolio as management changes, new financing and a payments rollout improved the outlook for its Brink restaurant software business. Digital Turbine was added on the view that carrier relationships and app-install economics can expand, while Fiat Chrysler exposure shifted to long-dated options. Q1 2019 APPS $1.3BPAR $611METSY $6.8B
- Greenhaven Road Capital Q1 2023 Greenhaven Road Capital assesses portfolio durability through PAR Technology, KKR, Cellebrite and API Group, emphasizing recurring demand, balance-sheet strength and product-driven growth. It added special situations in Lifecore and Barnes & Noble Education, while underwriting Burford Capital’s litigation-finance franchise, fee opportunity and YPF claim recovery. Q1 2023 BUR $772MBNED $400MCLBT $2.9B
