KKR Group Partnership LP

KKR Group Partnership LP exits 14,669,771 BTSG shares ($857.5M) at $58.45; divests entire 10% stake as stock up 38.4% in 90 days.

KKR Group Partnership LP, a 10% shareholder in BrightSpring Health Services, executed a complete exit of its 14,669,771 shares at $58.45 on 2026-06-05, eliminating its entire position. The divestiture occurs after strong price momentum: the stock has risen 38.4% over the 90-day period and 8.8% in the prior 30 days, yet the insider sold before realizing these gains. At the same ticker, KKR's prior four sales showed returns of +5.2%, +20.2%, +44.9%, and +34.6% (30-day and 90-day results), none of which were well-timed in the 90-day frame. The fundamental backdrop shows BTSG trading at a P/E of 35.88 with annual revenue growth of +14.6%, suggesting a premium valuation. The complete liquidation of a major shareholder stake—especially with no remaining holdings post-transaction—may signal a material shift in the insider's conviction or capital allocation priorities at the company level.

KKR Group Partnership L.P. (10% owner) sells 19,715,000 shares of BTSG for $807.5M, full exit

KKR Group Partnership L.P., a 10% owner of BrightSpring Health Services, executed a complete liquidation of its entire 19,715,000 share position at $40.96 on 2026-03-04, representing a $807,546,115.00 exit. This wholesale divestiture of a major stakeholder position merits investor attention given the size and finality—the seller moved from 19,715,000 shares to zero holdings post-transaction. The timing is notable: prior to this sale, KKR's track record at BTSG across 3 prior trades showed 0 of 3 sales were well-timed at the 90-day mark, with the most recent prior sale (2025-10-22) followed by a +20.2% 30-day return, suggesting the stock continued appreciating after sales. KKR's cross-ticker track record shows 20 prior sells with an avg 90d return of +7.6% and a 55.00% well-timed rate, indicating modest historical accuracy in sale timing across holdings. BTSG's fundamentals remain healthy—$3,334,106,000.00 revenue, net income of $55,836,000.00, +14.6% annual revenue growth, and P/E of 23.98—but the complete exit by a major owner deserves scrutiny as to whether it signals strategic redeployment or shifting conviction regarding BTSG's trajectory.

KKR Group Partnership L.P. exits entire 14.74M share position in BTSG for $424.4M at $28.78; stock now $32.94.

KKR Group Partnership L.P., a 10% owner of BrightSpring Health Services, sold its complete stake of 14,745,000 shares for $424,390,590.00 at $28.78 on 2025-10-22, reducing holdings to zero. The stock has since risen $4.16 to $32.94 (current price), trading at a 52-week high. At the same ticker, KKR's prior two sales on 2025-06-24 and 2025-06-12 were followed by 90-day returns of +30.5% and +32.8% respectively—both large post-sale rallies. The company reports quarterly revenue of $3,147,698,000.00 and a P/E of 89.03 with full-year net income negative, yet year-over-year revenue growth of +27.6%. This complete exit by a major stakeholder occurs as the stock approaches its 52-week high, contrasting with the insider's prior two exits at this ticker, which were followed by sustained gains rather than declines.

KKR Group Partnership (10% owner) sold 2,100,000 shares of BTSG at $21.15 for $44,418,990.00 on 2025-06-24

KKR Group Partnership, holding 77,096,337 shares post-transaction (a -2.7% reduction), executed a $44.4M sale at $21.15 per share, occurring when BTSG traded -5.5% from its 52-week high of $24.43. The sale came just 12 days after another KKR sale at BTSG on 2025-06-12, establishing a pattern of consecutive discrete dispositions at this single ticker. BTSG's fundamentals present a mixed picture: strong revenue growth of +27.6% annually and a $2.9B quarterly revenue base stand against a company that reported negative full-year net income and a stretched P/E of 69.94, indicating the market has priced in substantial future earnings not yet realized. KKR's cross-ticker track record shows a 55.56% well-timed rate on 20 prior sells with an average 90-day post-sale return of +10.2%, yet same-ticker outcomes at BTSG remain too nascent to assess (only one prior measurable trade on 2025-06-12 with no outcome history).

KKR Group sold entire 13.29M BTSG position (13,288,101 shares) for $281.1M at $21.15 on 2025-06-12.

KKR Group Partnership L.P., a 10% owner of BrightSpring Health Services, completely exited its position by selling 13,288,101 shares for $281,068,583.54, reducing holdings from 13.29M shares to zero. The sale at $21.15 occurred when BTSG was trading within its 52-week range but 12.7% below the 52-week high, a period when the stock has declined 12.7% over the prior 30 days despite a 20.3% gain over 90 days. The company faces headwinds despite strong revenue growth of 27.6%: it carries a elevated 64.61 P/E and was unprofitable over its most recent full fiscal year, creating tension between top-line momentum and bottom-line performance. A complete divestiture by a major 10% institutional stakeholder is material; the lack of any retained shares signals a clean break from the investment rather than a portfolio adjustment.

KKR Group Partnership sold 11,600,000 shares of BV at $14.40 (−12.8% below 52-week high), reducing stake from 33.13M to 21.53M shares.

KKR Group Partnership, a 10% owner of BrightView, executed a single sale of 11,600,000 shares at $14.40 on 2025-06-06, cutting its position by 35.0% and raising $167,040,000. The sale occurred at a price 12.8% below the 52-week high of $18.73, in a market where BV has recovered 24.8% over 90 days. Operationally, BrightView faces headwinds: annual revenue declined 1.7% year-over-year, net income stands at only $6.4M on $662.6M in quarterly revenue (a 1.0% net margin), and the stock trades at a P/E of 34.74, well above historical norms for the sector. Across all prior open-market transactions, KKR's sells have been well-timed 50.00% of the time with an average 90-day return of +15.2%, providing limited signal on the quality of this specific timing.

KKR Group Partnership L.P. sells 2,948,723 shares of CRGY at $9.91; derivative holdings may remain per Form 4 Table II.

KKR Group Partnership L.P. sold 2,948,723 shares at $9.91 on 2025-03-10 for total value of $29,221,844.93, with Table I holdings reducing to 0 shares. A DERIVATIVE-CONVERSION FLAG indicates this reflects conversion of derivative securities; the insider's actual position may reside in Form 4 Table II (not yet populated in the database), so this should not be read as a complete position exit. The sale occurred as CRGY stock has declined 28.3% over 30 days and is trading 37.2% below its 52-week high of $16.74, while the company reported negative net income of -$9,945,000 in its latest quarter despite 23.0% annual revenue growth. KKR's cross-ticker track record shows a 50.00% well-timed sale rate (50th percentile historical accuracy), meaning half of its prior sales occurred before subsequent gains; this transaction's timing relative to CRGY's future performance remains uncertain given the mixed fundamental picture.

KKR Group Partnership exits 956,462 shares of OneStream for $28.7M at $29.99 on 2024-11-27

KKR Group Partnership, a 10% owner of OneStream, executed 10 separate sales totaling 956,462 shares for $28,686,686.54 at a blended average price of $29.99 on 2024-11-27. This represents a complete conversion and exit of the insider's common equity position. The transaction occurs while OneStream trades at $29.89 (current price), approximately -13.2% from its 52-week high of $34.45, and the company reported a net loss of $171,943,000.00 against revenue of $129,140,000.00 in its latest quarter. The scale of the stake liquidation—a major institutional shareholder fully converting and exiting—signals a material reduction in insider capital commitment at a juncture when the stock has declined from its recent peak and profitability remains negative.

KKR Group Partnership sold 5.27M APP shares for $1.6B (21 tranches, blended $309.97 avg); derivatives conversion.

KKR Group Partnership, a 10% owner of AppLovin, executed 21 separate sales on 2024-11-21 totaling 5,274,246 shares for $1,634,860,909.48, reducing its shareholding to 0 shares post-transaction. The multi-tranche structure (prices ranging from $305.57 to $329.06) suggests a systematic execution rather than a single auction. This filing carries a DERIVATIVE-CONVERSION FLAG indicating the insider's full position resides in Table II (derivative securities not yet populated in the database); therefore, the zero Table I shares post-transaction does not represent a complete liquidation of economic interest. In cross-ticker context, KKR's prior 19 open-market sales averaged a 90-day return of +63.3% after the trade, with a well-timed rate of 0.00%—meaning the stock rose following each sale, indicating historically poor timing relative to subsequent price movement. APP stock has delivered +253.9% over 90 days and currently trades 4.1% below its 52-week high of $333.31, suggesting the insider sold into very strong momentum without capturing the full post-sale rally that prior pattern suggests may follow.

KKR Group Partnership L.P. sold 6,376,411 shares ($191.2M) in OneStream on 2024-11-18; derivative conversion transaction.

KKR Group Partnership L.P., a 10% owner of OneStream, executed 10 separate sales totaling 6,376,411 shares for $191,244,506.93 at $29.99 on 2024-11-18. This transaction represents a conversion of derivative securities (Form 4 Table II), not a full position exit; the filing contains a FLAG indicating that the insider's real position remains in derivative holdings not yet populated in the database. Importantly, KKR's cross-ticker track record shows prior sells with a 90d well-timed rate of 10.53% and an average 90d return of +44.4%, indicating that past sells have historically missed gains (stock rose after sale). At OneStream specifically, all 5 prior sales on 2024-07-25 were followed by +57.0% (30d) and +63.3% (90d) returns, with 0 of those 5 sales being well-timed at the 90-day mark—a pattern of missed upside. The company is currently unprofitable, reporting net income of $-171,943,000.00 against revenue of $129,140,000.00 in the latest quarter.