Fund Increases Holdings: Is This Stock a Good Buy?

1 week ago 8

Jake Lerch, The Motley Fool

Sun, November 23, 2025 astatine 2:17 PM CST 5 min read

Gateway Wealth Partners, LLC reported a important summation successful its involvement successful FS KKR Capital Corp. (NYSE:FSK), adding 708,930 shares and expanding the position’s worth by astir $10.50 million, according to its SEC filing for the play ended September 30, 2025.

Gateway Wealth Partners, LLC disclosed successful a November 05, 2025, SEC filing that it accrued its presumption successful FS KKR Capital Corp. by 708,930 shares successful Q3 2025. The presumption roseate successful worth to $10.80 million, corresponding to 1.46% of the fund’s reportable U.S. equity assets of $740.67 million. The money reported a full of 410 equity positions.

The bargain brings FSK to 1.46% of Gateway Wealth Partners’ 13F assets arsenic of September 30, 2025, placing it extracurricular the apical 5 holdings.

Top holdings aft the filing:

  • SPYM: $21,311,800 (2.88% of AUM) arsenic of September 30, 2025

  • SPY: $19,006,279 (2.57% of AUM) arsenic of September 30, 2025

  • AAPL: $16,619,168 (2.24% of AUM) arsenic of September 30, 2025

  • AMLP: $13,840,112 (1.87% of AUM) arsenic of September 30, 2025

  • AVUS: $12,594,737 (1.70% of AUM) arsenic of September 30, 2025

As of November 05, 2025, shares were priced astatine $14.79, down 16.0% implicit the past year; shares person trailed the S&P 500 by 34 percent points.

Metric

Value

Price (as of marketplace adjacent 2025-11-05)

$14.79

Market Capitalization

$4.37 billion

Revenue (TTM)

$1.23 billion

Dividend Yield

17.93%

FS KKR Capital Corp. generates gross chiefly from involvement income connected elder secured and subordinated indebtedness investments successful backstage U.S. middle-market companies.

The institution operates arsenic a concern improvement company, providing customized recognition solutions and occasionally taking equity positions oregon warrants alongside indebtedness investments.

Its halfway customers are backstage precocious middle-market companies successful the United States, typically with yearly EBITDA betwixt $50 cardinal and $100 million.

FS KKR Capital Corp. is simply a concern improvement institution focused connected delivering tailored recognition solutions to backstage middle-market firms successful the U.S. The institution specializes successful elder secured lending and occasionally receives equity interests alongside indebtedness investments.

Gateway Wealth Partners, a Wisconsin-based concern absorption firm, precocious disclosed an acquisition of much than 700,000 shares of FS KKR Capital stock, worthy astir $10.5 million. Here's what retail investors request to know.


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