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5%+ stakes · Schedule 13D and 13G

KKR FS Income Trust: 5%+ holders

Who has reported owning 5% or more of KKR FS Income Trust, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more1
Filings5
Latest filing2026-04-28

KKR FS Income Trust has 5 Schedule 13D or 13G filings on record since 2025-07-24. 1 holder's latest filing reports 5% or more of common shares of beneficial interest, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Nextera Energy Inc6.3%3,483,107SCHEDULE 13D/A, 2026-02-242026-02-23
Cliffwater Corporate Lending Fund4.5%2,091,712SCHEDULE 13G/A, 2025-11-142025-09-30
Bayshore Capital Advisors, LLC0.92%483,256SCHEDULE 13G/A, 2026-04-282026-04-23

Timeline

FiledHolderPercentFiling
2025-07-24Nextera Energy Inc8.7%SCHEDULE 13D/A
2025-09-24Nextera Energy Inc7.4%SCHEDULE 13D/A
2025-11-14Cliffwater Corporate Lending Fund4.5%SCHEDULE 13G/A
2026-02-24Nextera Energy Inc6.3%SCHEDULE 13D/A
2026-04-28Bayshore Capital Advisors, LLC0.92%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/kkr-fs-income-trust
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
KKR FS Income Trust 5%+ holders: 1 at 5% or more, largest Nextera Energy Inc 6.3%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/kkr-fs-income-trust