Roberts Foundation
- SEC CIK
- 0001595747
- Latest filing
- Aug 11, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 30, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 2
- −1 vs. Q4 2024
- Portfolio value
- $155.1M
- −$53.7M (−25.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KKRKKR & Co. Inc. | COM | 1,000,000 | $115.6M | 74.6% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 231,472 | $39.4M | 25.4% | +1,410+0.6% | Added | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.